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This tutorial will go through the steps to create a label report template using a Summary report template dataset from the Clients grid
In this tutorial, we want a label report template to print out mailing address labels for clients displaying in the Clients grid.
It is recommended that you review the Report Templates Help sections before proceeding for an overview of the Report Designer.
| 1. | Select the Clients grid in the Clients navigation pane, and select the Print menu option |
| 2. | Select the New Detailed report template to open the internal report designer for a new report template |
| a. | As the Summary dataset contains the same column fields that are displaying on the grid, we know that the address fields displaying are the physical address, and we need the Postal address for mailing which are only accessible via the Detailed report template dataset. |
| 3. | Enter in the report template name Client Mailing Labels |
| 4. | Select the Customize Report with Wizard link at the bottom of the Properties tab Panel |
| 5. | Select Label Report and select Next > |
| 6. | The Wizard comes standard with a large number of pre-defined Label Products and Product Numbers with the dimensions provided by the label product manufacturer. |
| 7. | Select the Label Product Avery Standard, and the Product Number 2163 Address / Shipping and select Next > |
| 8. | The next screen appears if you wish to alter the manufacturer provided dimensions for this product and number. You may do this due to issues with your printer, or you may do this because you have selected a product that is similar to your product but not actually listed for selection – here is where you would make any dimension modifications |
| 10. | Now we will drag and drop and resize the data control fields we want to display for this label |
| 11. | Select the Fields tab and expand the ClientListDetailed dataset so you can see what fields are available. |
| 12. | Select the Client data control, and drag it onto the Design Panel. Edit the width of the data control so its width is at least 350 |
| 13. | Select address data fields with the suffix (mail) – otherwise we would be listing the physical address which may be different than the postal address. |
| 14. | If we select Preview from the bottom of the Design panel, we would see that right now each of the control fields has a border. |
| 15. | So lets remove the borders from showing |
| 16. | Select the Properties tab. Select the Client data control in the Design Panel |
| 17. | Yes, we realize the Borders property field presently states None, but in the case of label report templates, it is the BorderWidth property that affects also. |
| 18. | Change the BorderWidth property to 0, and the border is removed from the data control field |
| 19. | Perform the same for all data control fields in the Design Panel |
| 20. | We will now increase the font size of the data control fields. |
| 21. | Select the Client data control field, and select the Font property field to change the font |
| 22. | Select a font size of 14 and Bold |
| 23. | Perform the same for the other data controls, but select a font size of 14 |
| 24. | Select Preview link to see what it will look like |
| 25. | If addresses are not displaying, that may be because only physical addresses have been entered for clients. Refer to the Clients section in this manual for information on copying the physical address to the postal address |
| 26. | Save the report and close. |
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