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CCH Software User Documentation

Inserting Headers and Footers

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The report header holds the items that will appear at the commencement of a report. The report header title bar controls the height of the header area, and the background colour. You are able to use the tools to insert text and/or graphic items. The instructions to add items, edit their properties and apply styles to text are available in the How To topics listed below. These can be applied to header, footer and detail areas of a report layout. 

Insert Header and Footer

  1. On the toolbar click on the Smart Reports button, Smart reports - Smart Reports toolbar.PNG . The Reports page opens and the report categories are listed on the left panel.

  2. Expand the report categories, click Smart reports - arrow to expand.PNG to view the subcategories.

  3. Click a subcategory to display the reports within it.

  4. Highlight the report and click the Edit button from the task bar.

  5. The Change Report window opens.

  6. Click the Edit in designer icon, Report Designer icon to open the report in the Report Designer window.

  7. Right click in the Report Designer work area to access the menu.

  8. From the right click menu, select Insert.

  9. Select the appropriate menu item. The selected header or footer is added to the report.

Note: The available options are determined by the work area you are in at the time. The options are Insert Report Header Footer, Insert Group Header Footer and Insert Page Header Footer.


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