Setting a report background
You can use a PDF file as a background for any report or invoice.
This gives you the ability to customize your reports and invoices
with graphics that go beyond the graphics capabilities that
TimeCache offers, and keep it consistent with other documents you
send your clients and use in-house.
To set a PDF file as a report or invoice background, go to layout editing mode and then choose
from the
or menu. In the File Open dialog that appears,
navigate to the PDF document you would like to use as the
background for the current report. Be sure to leave the PDF file in
that location. TimeCache stores a reference to the file, not the
file itself, in the report template settings.
To clear a background PDF, choose .
If you use a report background, you will probably need to adjust
the report layout to fit your design. Primarily you will need to
adjust the height of the report header and footer to fit those
areas of your layout. You may need to toggle in and out of layout
edit mode a few times, checking and adjusting between the two
modes, to get it just right.
Setting default backgrounds
TimeCache lets you designate a default background file to use for
reports, and one to use for invoices. If you set these options, TimeCache
uses the selected files with any reports or invoices created from a
default layout. You can change the setting for any individual
report or invoice layout by editing that layout.
Limiting the background display
TimeCache allows you to show a background only on the first page of
a report or invoice. There are options in the report setup dialog, and
in the invoice setup window, to do just
that. In addition, you can set that option as a default for all
reports and invoices in TimeCache Preferences.
Background design tips
If you are creating a background to use for TimeCache reports or
invoices, here are some design tips. Remember that a TimeCache
report layout has three zones.
- The header at the top which contains the report title and
usually other fields such as a client and project/matter name, as
well as other fields you may choose to add.
- The footer at the bottom displays the report total on the
report’s last page, and can optionally display a page count, print
date and other custom fields you might want to add.
- In between the two is the body of the report, where the columns
of text that make up the meat of your report appear.
You want to plan your background design with those zones in
mind.
|
Previous Next Up to "Customizing a report for
printing"
|