Form Designer Interface

• New: Creates a template.
• New Report: Creates a report.
• Open…: Opens an existing template.
• Close: Closes the current template.
• Save: Saves your progress.

  ⚠️ Warning: There are no prompts to save, and no warning about unsaved data. Save your work often.

• Save As…: Saves the template under a file name and location you specify.
• Load from File…: Loads a file you select.
• Save to File…: Saves the template in .rtm format to a file you specify.
• Page Setup…: Sets the page parameters (e.g. A4, letter format).
• Print: Prints the current template to the default printer.
• Print to File Setup…: Exports the template to the specifications provided on the popup.

The following standard Windows options:

• Undo
• Redo
• Cut
• Copy
• Paste
• Delete
• Select All

Tools to reorder overlapping fields:

• Bring to Front: Moves the field in front of all the other fields.
• Bring Forward: Moves the field one step forwards.
• Send to Back: Moves the field behind all the other fields.
• Send Backward: Moves the field one step backwards.

• Toolbars: Toggles showing or hiding the following toolbars:
  • Advanced Components
  • Standard Components
  • Data Components
  • Report Tree
  • Data Tree (shows the BOS data pipelines on the right, for example trans_header, with the Fields of the selected pipeline below them)
  • Align or Space
  • Size
  • Nudge
  • Draw
  • Edit
  • Standard
  • Format
• Rulers: Toggles showing or hiding the rulers.
• Margins: Toggles showing or hiding the margins.
• Design Guides: Toggles showing or hiding the design guides.
• Grid Options: Sets the spacing, display and snapping options for the grid.
• Show Data: Toggles showing or hiding data.
• Themes: Select a different theme (layout and colour) from a dropdown list of available themes.

• Data: Shows a list of data pipelines used in the template (see Output Data Pipelines).
• Title: Adds a title at the top of the template.
• Summary: Adds a summary at the bottom of the template.
• Header: Toggles showing or hiding the header.
• Footer: Toggles showing or hiding the footer.
• Page Summary: Toggles showing or hiding a page summary.
• Page Style: Toggles showing or hiding the page style sheet.
• Groups: Provides an interface to group data fields together.
• Outline Settings: Provides a way to link certain fields.
• Find Text Settings: Includes a text search function.
• Portrait: Changes the orientation of the template to portrait.
• Landscape: Changes the orientation of the template to landscape.
• Cache Pages: Toggles caching the pages.
• Pass Setting: Select the number of data passes:
  • One Pass
  • Two Pass
• Units: Select one of these units for the design of the template:
  • Inches
  • Millimetres
  • Printer Pixels
  • Screen Pixels
  • Thousandths of MM

• Help Topics: Unavailable.
• About: Shows information about ReportBuilder.

The header section typically contains the following fields:

• Company Logo
• Company Address
• Name of the Form / Report
• Address of the recipient
• Document Number
• Document Date
• Rep
• Headings for the report detail

This section typically contains the following fields:

• Terms and Conditions
• A courtesy note (e.g. Thank you for your business)
• Bank Details
• Subtotals
• VAT or GST totals
• Total
• Copyright information

Inserts a label:

• Click Label (icon).
• Click the form to place it where you clicked (click and drag to reposition it).
• Double-click the label and enter the text, or enter it in the field that appears at the top right, below the icons.
• Use the commands on the format toolbar (e.g. Font, Size, Bold, Italics, Underline) to format the label.
• Resize the field using the dots.

Inserts system variables such as date, time and page numbers.

Click SystemVariable (icon).

Click the form to place it where you clicked (click and drag to reposition it).

The word Date appears below the icons (top right). Click the arrow next to it to select a different variable.

Resize the field using the dots.

Inserts a region:

• Click Region (icon).
• Click the form to place it where you clicked (click and drag to reposition it).
• Resize the block using the dots to fill the space as needed.

Inserts a subreport:

• Click Subreport (icon).
• Click the form to place it where you clicked (click and drag to reposition it).
• Resize the block using the dots.