Field | Description |
Images Drop-down
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Click the drop-down arrow on a grid header to complete any of the following actions:
- To print grid data, click
Print. On the Print Preview form, click
to send the grid data to your default printer.
- To export grid data to an Excel spreadsheet, click
Export to Excel. When Microsoft Excel opens, use its features to modify, print, or email the grid data, or to save the spreadsheet file locally.
- To turn on grouping for a grid, click
Enable Grouping. When a field displays with the instruction: "Drag a column header here to group by that column," drag and drop column headers into the field, in the sequence that you want them to display.
Not all options are available on all grids.
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Insert
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Click this option to add a new image to the list of images that can be used in the invoice header or footer. You can add as many images as you want to this grid. Only those images with the
Select option selected appear on the invoice, in the
Location specified.
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Copy
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Select a grid row and click this option to copy the image information to a new row. Edit information in the copied line. This may be helpful if you want to include the same image in the same position in the header of page 1 and page 2.
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Delete
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Select a grid row and click this option to delete the image from the list of images to include in the invoice header or footer.
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Select
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Click
Select to place the image on the invoice, in the location specified in the
Location field. If you do not select this option, the image will not display on the invoice.
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Name
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Enter the name of the image, which you copied to the report server or use the drop-down list to select the image.
If you copied your images to the Images folder on the report server ( Deltek\Vision\Reports\Template\Images), enter just the name of the image file in this field, for example,
image.jpg.
If you copied your images to a different folder on the report server, enter the file path and file name, for example,
Deltek\Vision\Images\image.jpg.
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Top Margin
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Enter a value to determine the amount of space between the page's top margin (as specified on the Misc tab of the Invoice Template Editor) and the top of the image.
Images display only in the header portion of the invoice.
Note the position of other invoice header elements (including the firm block, invoice block, and client address block) when you establish the position of the image.
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Left Margin
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Enter a value to determine the amount of space between the page's left margin (as specified on the Misc tab of the Invoice Template Editor) and the left edge of the image.
Note the position of other invoice header elements (including the firm block, invoice block, and client address block) when you establish the position of the image.
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Width
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Enter the actual width of the image (InvoiceHeading1.gif, InvoiceHeading2.gif, or InvoiceHeading3.gif).
If you enter a value that does not match the actual image dimensions, the image may be distorted on the invoice. If you leave this field blank, Vision interprets the width to be 0 (zero), and the image does not display.
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Height
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Enter the actual height of the image(InvoiceHeading1.gif, InvoiceHeading2.gif, or InvoiceHeading3.gif).
If you enter a value that does not match the actual image dimensions, the image may be distorted on the invoice. If you leave this field blank, Vision interprets the height to be 0 (zero), and the image does not display.
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Location
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Select the location where the image will display on the invoice.
The options are:
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Page 1 Header — Places the image in the header of page 1.
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Page 2 Header — Places the image in the header of page 2 and all following pages.
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Footer — Places the image in the footer of every page.
The location of the image in the header or footer depends on margins you set in the
Top Margin and
Left Margin fields for each image.
If you select
Page 2 Header, the image is displayed on the second page of the invoice and all subsequent pages. (If you generate the Billing Backup report along with the invoice and
Page 2 Header is selected for the invoice format, the image is also displayed in the header area on all pages of the Billing Backup report.)
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