In farmerswife you can create many different types of Reports, format them and save as Templates for future use (available for Users with appropriate permissions and access).
By selecting a template (highlighted in yellow), you will be able to
- delete it (Remove),
- save changes (Save)
- and configure some options of the template (Setup).
Grab and drag the template name to move it up/down in the template list following the appearing blue up/down arrows.
- New: Click on the ➕ icon at the top-right corner of the Templates window to save a template as new template and enter a name in the pop up window.
- Rename: It is not possible to rename a template. You need to create a copy by clicking the "new" + button and then enter the new name for the template. Don't forget to delete the initial template afterwards.
- Save: While designing a template, it is highly recommended to hit the Save now and then, to make sure you always are being saved in case e.g there is a disconnection from the Server. Furthermore, after modifying a template, click Save to save the changes within the same template or create a new one by using the green plus icon.
- Remove: Delete a template. This will permanently delete the template from your installation. You need to Confirm Remove. It is possible to prevent Users from deleting and editing other's Users templates disabling the option Can Modify Other Users Templates in the User's permission profile.
- Setup:
The options may vary depending on the Print Designer you are in (e.g. Project Report or Financial Report or Dispatch Report etc.)- Resolution Width/ Height
- Offset X/Y
- Print Page Number
- Font Scale
- Image Scale
- Landscape (Hori.) - to set Horizontal Page Layout
- Draw "0" Rate
- Forces Drwa "0" Rate When 100% Discount
- New Line Height - distance between Rows - can be overwritten per Element
- Resolution (Mac Only): Should be standard 212 on Mac
- Show Sell Operators
- Group by Obj. Class
- Group By Obj. Class (Primary)
- Fix Total At Bottom
- Totals After Each Day
- PDF Tab Size: allows you to define the amount of characters that a "tab" should have when printing to PDF
- Show Header In Each Page
- Page Backgrounds
Template Library
Templates can be imported in various modules and help you create e.g. Job Sheets, Project Schedules, Client Timings, Invoices, Invoice Basis, Usage Reports, User Reports and much more.
In various articles about certain reports you'll find "ready to import" Templates attached.
Read more on Importing Report templates
There are 2 types of importable Report Templates in farmerswife – Reports and Financial Reports. They both share the file extension .wpt and can be imported inside the Print Designer window of the same section of the system from which they were exported.