Embedded Files
To add a footer to your settlements you must first copy and modify the existing settlement report that AF360 comes with. To do this head into the Auction Details of any auction.
At the top of the Auction Details page you will see the Reports button.
Clicking the Reports button will display the reports section. Make sure that you have the "View Reports for Area" set to Auction.
Click on the tab that says Master Reports to show the list of standard reports the software comes with.
In this instance we are looking for the Customer Settlement report option. Click the Copy & Modify button.
This will direct you to the report editor window. At the top of the window you will see two buttons. Clicking "Undo Session Changes" will undo all changes that you have made to the this report since clicking the Copy & Modify button just now. For example, if you created the report yesterday and came back to make more changes today, clicking this button will only remove the changes you made today.
Clicking "Revert to Original" will return the report back to it's original status and will remove all changes that you've made to it at ANY time.
The Report Name is whatever title you wish to give this report. The Description allows you to describe what the report is for. The Role field allows you to control what level of permission a User needs in order to access/edit this report. The Area field determines if the report will be part of the Auction, Customer, or Auction list category. In this case we want the settlement report to be part of the Auction category.
The "Hide in my Organization" checkbox is useful if you are still working on changes for the report. This prevents others from accessing the report before it is finished.
Further down the page you will see the actual report editor. The fields displayed here are in place for generating the default settlement report. To add a foot we will direct our attention to the very bottom of the existing report.
Clicking on the Page Footer area will display a small gray double diamond icon. This icon can be clicked and dragged upward to expand the amount of space at the bottom of your invoice.
Now at the top of the editor you will click the word Insert. Followed by Components. And finally Text.
This will turn your cursor into a small cross hair icon and allow you to select a segment of the report that you wish to put your text into.
In this example we're going to select a rectangular section underneath the Customer Balance in the Page Footer.
As soon as your section for text is selected a TEXT window will appear.
The option of Expression on the right should be selected already. This is perfectly fine to use since we are only adding plain text to the footer.
Once your text is entered and you click the OK button, your text will appear along the bottom of the report editor.
By default it may look incorrect. The font may be too small and the words may seem to run off the edge of the page.
This is perfectly normal and can be adjusted with the options on the left side of the editor.
Clicking the word Text on the left allows you to change the font style as well as the size. You can also choose to bold, italicize, or underline your wording.
Underneath the Text section you will find the Text Additional section. This area is most important for the Word Wrap feature.
Check this box and the software should automatically wrap your words to fit within your designated area.
Once your report is designed to your liking, click the save button in the top left corner of the editor to save the report.
Once everything is saved your settlements will automatically attempt to use the Customer Settlement Report that you created. Below is our example footer on a settlement.
Below is a copy of this page as a PDF document.
Adding Footer to Settlement.pdfGoogle Sites
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