Importing a RPX file into Insolvency using the Report Designer (Report example)

The following example is based on importing a new Report using the Report Designer.

To import a report format (rpx):

1. Run the report
   
   This example uses the Account Transaction Detail Listing under Transaction Reports.
   
   
   
   
2. Display the report list
   
   Some reports open to the "filter" page. To access the "report list", you may need to click on the "Back" button in the report wizard.
   
   
3. Create a new report
   
   Right click on the current report and select "New Report based on...." as follows:
   
   
   
   When importing a format the format needs to match the underlying data source of the report that you have copied.
   
   
4. Enter a name for the report
   
   You will be prompted to enter a new report name for the report.
   
   
   
   
5. Click OK.
   
   The new report appears in the report list.
   
   
6. Design the report layout
   
   Right-click on the report and select "Design..."
   
   
   
   The report designer view displays.
   
   

   
   
   

7. import the rpx file
   
   From the "File" menu select "Open" and chose to edit the layout..
   
   
   
   The file dialogue appears.
   
   Locate the new RPX file format.
   
   
8. Replace the layout
   
   Select "No" when prompted to save the current layout.
   
   
   
   
9. Select the new RPX file
   
   
   
   
10. Make a change to the layout
    
    You need to make a change to a field on the report to force the format to Save. In this example, we are adding a full stop the caption of the "Ref" field:
    
    

    

    
    
    
11. Click "Save and Exit" layout
    
    

    

    You have now imported the rpx file.

Note

You can re-edit the report to remove the full stop on the "Ref" field.

Also See

Accessing The Report Designer

Designing Cheque Requisition reports using Insolvency

How do I centre the Bank Name using the Cheque Designer?