Design Tips

Tips

When designing a new report, consider the following issues:

• What data is to be included?

• How will data be grouped?

• How will data be summed?

• What data is to be included?

• Is portrait or landscape presentation the most appropriate?

• What headers and footers are required?

• What forced page breaks are required?

• Is a standard/particular look and feel required?

Once the design has been agreed, it is time to start the design process.

One of the most useful design features of CCH Smart Reports is the ability to quickly assemble fields into a template within the Change Report window, and then click on the Edit in designer icon,  to have the partial design available in the design window for further editing.