When crafting reports, whether for printing or digital export as a PDF, one of the foundational aspects to consider is the concept of margins. These seemingly simple boundaries play a crucial role in defining the usable space for your content…
Using report queues is one of the methods I employ to get information out of the system on a regular basis. I'm a fan of creating quality assurance reports that look for data inconsistencies for known issues we can code…
2024 1099 Filing Change for ProLaw As we approach the end of the tax year, we want to ensure you are aware of critical changes regarding 1099 filings for tax year 2024. Changes to Electronic Filing Requirements The Internal Revenue…
We will be able to easily add in any custom tab fields, that are not a part of a cascade. Here is an example of a cascade: In order to use the information from a cascade you will either have…
Double click on an expression or create a placeholder. Go to the Number tab on the left. If you have formatted fields in Excel before, this will feel familiar. You may want to go to the date option and pick…
It may be necessary to use Visual Basic code in your reports. This can accomplish a number of tasks that the default report functionality may not be able to accomplish. This document does not attempt to teach you how to…
Modify the Group By Fields Double click on the dataset for the group by fields. Change the Query type from Stored Procedure to Text. Your query will begin with this: SELECT ColumnName, ColumnLabel FROM GroupOrderAssistantView WHERE IsGroupBy = 'Y' AND…
An expression is not limited to one field. An expression can do lots of things. We can use those functions, for example, from the bottom of the expression window. We can also combine multiple expressions and text together, like the…