Introduction

Credit Hound comes with a number of letters/reports already designed. With the Designer, you can amend them to suit your organisation.

Applies to

Credit Hound, Credit Hound Express for Sage 50

Process

In the Credit Hound application, open Tools>Letters/Reports.

Select the required letter or report to be edited and click Edit The Report/Letter designer opens.

Creating a new Letter or Report

If you need to create a new letter or report, it must be based on an existing one, in this case select the letter or report that is closest to the one you wish to create and then use the File>Save As… menu command to save a copy of the letter or report.

Overview of Sections in the Letter / Report designer

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Use the Toolbox Toolbar (1) to create new items on the letter. To add an item, select the required item from the Toolbox then move your mouse to the area where you wish to create the item. Left click in the design area and drag your mouse down and right until you have the desired size of the item.

The Report Explorer (2) shows the different sections that make up a letter/report. When you click an area of the letter/report within the Designer, the corresponding section is automatically highlighted within the Report Explorer.

The Field List (3)contains all of the fields available to this letter/report. The fields come from a number of different tables from the Credit Hound database.

To add a field to the design area:

· Select the field that you would like.

· Drag it (left click then move the mouse) on to the designer area.

· Release the left mouse button to drop it in place. The new field appears in the designer area.

The Property Grid (4)displays the properties of the currently selected item. The properties available change depending on the type of item currently selected. To change a property, click on the default and you will see a drop down list of alternatives.

When you select a property, an explanation appears in the area below the list of properties.

Formatting Data fields

Data in a field are stored in one of a number of data types, such as Numeric, Text. Date/Time etc. Adding these to the report will display them in their default format. You can change the format in two ways, by editing the field's properties or by adding an exclamation mark after the field name followed by a format string.

To edit the fiels properties, click the chevron above the field and edit the Format String value:


This method only works with a field placed on its own on the report. Alternatively, adding a format inside the field command will apply to singly placed fields as well as fields placed inline with running text.


Example formats

Date/Time


Will display as :


Format stringWill displayExample using 5th September 2019 at 14:05
dday of the month (with no leading 0 for days under 10)5
ddday of the month (with leading 0 for days under 10)05
dddday name (short form)Thu
ddddday name (long form)Thursday
M  (note: capital letters to distinguish from minutes)month number (no leading 0)9
MMmonth number (with leading 0)09
MMMmonth name (short form)Sep
MMMMmonth name (long form)September
yyear (1 or 2 digits)19 (if year were 2005 would return 5)
yyyear (2 digits)19 (if year were 2005 would return 05)
yyyyyear ( 4 digits)2019
hhour (12-hr clock, no leading 0)2
hhhour (12-hr clock, leading 0)02
Hhour (24-hr clock, no leading 0)14 (if time were 09:30 would return 9)
HHhour (24-hr clock, leading 0)14 (if time were 09:30 would return 09)
m  (note: lower case letters to distinguish from Months)minutes (no leading 0)5
mmminutes (leading 0)05
tA or P for am/pmP
ttAM / PMPM




Numeric fields


Calculated Fields

Knowledge Base Article Details

Related ProductCredit Hound, Credit Hound Express for Sage 50
Reference NumberKBA-03-02-004
Document Date07/04/2015
Original AuthorVince Hodgson
Document Version1.1
Last Updated 10/05/2019
Update AuthorVince Hodgson
Keywords