Feedback on: EventPro Planner Manual - Add a New Label and FieldAdd_a_New_Label_and_Field_Chapter_18_Report_DesignerChapter 18: Reports > Modify Reports in Report Designer > Add a New Label and Field /Dear EventPro Planner Documentation Department,
Add a New Label and Field
To illustrate how to add a new label and field to an existing report, we are going to add some fields to a copy of the existing Setup Payment Types report so that it displays the surcharge for each payment type. Remember that you first have to create a copy of the Setup Payment Type report and paste it into a custom folder. See the instructions above under Reports in the Report Explorer: Modify a Report.
In our example, we are going to add two new labels to the Header band, next to the existing Payment Type label: Surcharge Description and Surcharge Amount. Then we are going to add two corresponding database fields in the Detail band below. The instructions below will guide you through adding these labels and fields.
When you are done, the report should look like this in the Report Designer layout:
The report will look something like this when printed:
Click in the report approximately where you want to add the label. A label will appear in the report.
a.
Hint: The new label will be in the same font style and size as the label you were on when you clicked the Label Icon. Therefore, if you want to match a new label to the existing labels, click on an existing label before clicking the Label Icon.
b.
If you want to add a label or field to a region, you must ensure that you put the label or field in the right place. While it may appear as if you have placed the label or field within the boundaries of the region, it can be difficult to tell. Even a slight overhang of the label or field outside the region boundaries will cause the entire component to exist outside the region. To ensure that you are creating a component in the right place, refer to the Report Tree (see Report Tree below).
3.
It is recommended that you right-click the new label and click on the AutoSize option so that it is unchecked. The AutoSize function will actually make it more difficult to adjust the new label so that it is consistent with the rest of the report.
4.
To change the caption of the label, click in the Edit Box located in the upper left corner. Delete the current text and type in the caption you want.
5.
You can adjust the label font as required. To change the Font or Font Size, use the drop-down lists beside the Edit Box.
6.
Click on the Bold, Italic or Underline icons to adjust the Font Style.
7.
To re-align the text within the label box, click the Left Justify, Center or Right Justify icons.
8.
To change the color of the font, click the drop-down arrow beside the Font Color icon and select a new color.
9.
To change the label background, click the Highlight Color icon and select a new color.
10.
You can move the new label by dragging and dropping it into a new position. If you need more precise control of movement, use the Nudge icons to move the label in small increments.
11.
You can re-size the label manually by dragging and dropping the arrows that appear around the edges of the label box. To fine tune the width and height, right-click on the label and select Position. Enter a number for the Width and/or Height and click Apply to preview the effect. If you are satisfied with the adjustment, click OK.
12.
To resize and align the new label so that it is consistent with other components in the report, use the Align or Space and Size toolbars.
a.
Move the new label to its approximate location.
b.
Find an existing component with which the new label must align (e.g. the label or field directly above, below or beside). Click on that existing component. Ensure that you click on the existing component first, as the first-selected component will act as the default to which both labels will be aligned.
c.
Hold down the Shift key and click on the new label. Now both components should be highlighted with a pale grey border.
d.
Click on the AlignLeft, Right, or Center (horizontally) Icon if the new label is above or below the existing component, or click the AlignTop, Bottom or Center (vertically) Icon if the new label is beside the existing component. Hint: Float your mouse over an icon; the name of the icon will appear in a pop-up.
13.
The new label will be aligned with the existing component.
14.
Now, to size the new label to match the existing component, leave both labels highlighted. If you want to size the new label to a different component, click on the different component, hold the Shift key and click on the new label again.
15.
Click the appropriate Size Icon to Shrink Width to Smallest, Grow Width to Largest, ShrinkHeight to Smallest or Grow Height to Largest.
After you add the label, you will add a database field that corresponds to the caption in the label.
2.
Click the PSI DB Text Icon. You could also click the DB Text Icon. The DB Text and the PSI DB Text components do the same things, but PSI DB Text has even more options. Therefore, it really is not necessary to use DB Text instead of PSI DB Text.
3.
Click in the report approximately where you want to add the database field. The field will appear in the report.
4.
In the upper left corner, choose the database/table from the left drop-down list and the field from the right drop-down list. For the first field of our example, we will select SetupPaymentType for the database and SurchargeDesc (surcharge description) for the field. For the second database field, we will select SetupPaymentType and SurchargeAmount.
5.
Adjust the font, alignment and size as required, following steps described in Add a Label above.
6.
You can also change the display format of the value in the field. Right-click the field and choose DisplayFormat from the speed menu. In the Format dialog, there is a list of display options that will vary depending on the type of value in the field. Select one of the options and click OK.
7.
When you are done modifying the report, click File | Save to save your changes.
You could also click the 
The DB Text and the PSI DB Text components do the same things, but PSI DB Text has even more options. Therefore, it really is not necessary to use DB Text instead of PSI DB Text.
