Receipt Layout Builder

Use the Report Layout Builder to add and remove fields, choose sorts, change the formatting of the text on an receipt, add a watermark, and/or modify a receipt's layout.

Note: This article contains printing instructions that are only applicable if Applied Epic is installed locally on your computer. If you access Epic through a web browser such as Google Chrome, Mozilla Firefox, or Microsoft Edge, you cannot print directly from within the system. See Printing for more information about the printing capabilities available from Epic Browser. All other steps in this article are applicable to both methods of accessing Epic unless stated otherwise.

If you access Applied Epic using a web browser, you must install Layout Builder from Help > Connection Suite to add and edit layouts.

From the Home screen, do one of the following:
- Click Configure on the navigation panel.
- Click Areas > Configure on the menubar.
- Click the down arrow next to Home on the options bar and select Configure.

From any other area of the program, do one of the following:

- Click the down arrow to the right of the Home options bar button and select Configure.
- Click Home > Configure on the menubar. The Configure screen displays.

Click Accounting on the navigation panel or Areas > Accounting on the menubar.
Click Receipt For Payment Layout on the navigation panel.
Click on the receipt layout you would like to edit.
Do one of the following:
- Click Actions > Edit Receipt Layout on the options bar.
- Click Actions > Edit Receipt Layout on the menubar.
- Right click the receipt layout and click Actions > Edit Receipt Layout.
The Receipt Layout window displays. Use the menubar and toolbar to assist with formatting:
- Menubar
  - File
  - - Save
    - Save All
    - Exit
  - Edit
  - - Undo
    - Redo
    - Cut
    - Copy
    - Paste
    - Delete
    - Select All
  - View
  - - Toolbars: Show or hid different portions of the Format Toolbar.
    - Align Toolbar
      
      Center in Form Toolbar
      
      Horizontal Spacing Toolbar
      
      Language Toolbar
      
      Make Same Size Toolbar
      
      Vertical Spacing Toolbar
    - Draw Grid: Add or remove grid lines.
    - Snap to Grid: Aligns items to the grid.
    - Fields Combo Box: Show or hide the Fields combo box in the properties area.
    - Rulers: Show or hide rulers.
    - Preview Layout: View the layout in a preview screen.
  - Format
  - - Align: Click and drag over the items to want to align, or click each item while pressing [Shift].
    - Lefts
      
      Centers
      
      Rights
      
      Tops
      
      Middles
      
      Bottoms
      
      To Grid
    - Make Same Size: Click and drag over the items to want to make the same size, or click each item while pressing [Shift].
    - Width
      
      Size to Grid
      
      Height
      
      Both (same height and width)
    - Horizontal Spacing: Click and drag over the items to want to space, or click each item while pressing [Shift].
    - Make Equal
      
      Increase
      
      Decrease
      
      Remove
    - Vertical Spacing: Click and drag over the items to want to space, or click each item while pressing [Shift].
    - Make Equal
      
      Increase
      
      Decrease
      
      Remove
    - Center in Form: Click and drag over the items to want to center, or click each item while pressing [Shift].
    - Horizontally
      
      Vertically
    - Add Detail Region: Double click to bring up the Formula Editor.
- Toolbar
  Click and drag over the items to want to align, or click each item while pressing [Shift].
  - Align to Grid
  - Align Lefts
  - Align Centers
  - Align Rights
  - Align Tops
  - Align Middles
  - Align Bottoms
  - Make Same Height
  - Make Same Size
  - Size to Grid
  - Make Horizontal Spacing Equal
  - Make Vertical Spacing Equal
  - Increase Vertical Spacing
  - Decrease Vertical Spacing
  - Remove Vertical Spacing
  - Center Horizontally
  - Center Vertically
  - Increase Horizontal Spacing
  - Decrease Horizontal Spacing
  - Remove Horizontal Spacing
  - Make Same Width

Parts of the Screen

The Output Builder screen is comprised of the following areas:

Tabs
- Data Columns: Criteria on this tab can be dragged to the Major Sorts and Minor Sorts boxes and to the canvas.
  
  Double click a folder to open it. When you have navigated to the desired criterion, drag that item to the Major Sorts box, the Minor Sorts box, or the desired spot on the canvas.
  
  Another way to move the selected item to the canvas is to click on the criterion in the list, and then click on the desired location on the canvas. Subsequently clicking on another part of the canvas places the next criterion on the canvas.
- Insert: Non-data items can be dragged from this tab to the canvas.
- Criteria: Criteria for the selected receipt layout are listed on this tab. You can drag items from this tab to the canvas.
- Language: Use this tab to specify which language(s) your receipt layout will support.
- - Use the Add and Delete buttons to add or remove languages from the layout. When you click Add, you are prompted to select an existing language from which to copy the layout. Deleting an existing language also removes all text and settings specific to the layout for that language.
  - Select a language in the list and click the Edit button to specify which language is active for editing. The active language displays in the Language dropdown menu on the Format Toolbar. If you wish to activate a different Language for editing, use this dropdown menu to toggle between them.
Note: Every layout must have one default language. The default language cannot be deleted.
Canvas: This is the main area of the screen. It is where information is moved, added to the receipt, etc.
Properties: Properties of the selected field display. Use this area to specify font, font size, font color, format, highlight color, alignment, location, and field size. There are additional options for items found on the Insert tab.
Note: If you are editing a layout for a language other than the default, some Properties are grayed out and cannot be edited. These properties are not language-specific and can only be changed on the default layout. Any changes you make to them on the default layout will be applied to the layouts for all other languages as well.
Major Sorts: The primary criterion/criteria by which the receipt will be sorted.
Minor Sorts: Secondary criterion/criteria by which the receipt will be sorted.

Properties

Add a Column Heading
1. Click the Insert tab.
2. Drag Script Field to the desired area on the canvas.
3. Double click in the Text field in the Properties area.
1. Enter the text for the new item.
Note: be sure to add data columns beneath the new column heading.
Add a Company Logo or Another Image
1. If you are adding the image to the receipt header, click on the Report Header bar on the canvas, click on the bottom middle square, and drag the header to the desired size.
1. Click the Insert tab.
2. Drag Picture Box to the desired area on the canvas.
3. In the Properties area, click in the Image field to activate the ellipsis button.
1. Click the ellipsis button.
2. Browse for the desired image and click Open.
3. Resize the picture box manually using the handles around the image, or enter the correct Size in the Properties area.
Add a Formula
1. Click the Insert tab.
2. Drag Formula to the desired area on the canvas.
3. In the Properties area, click in the Script field to activate the ellipsis button.
1. Double click the appropriate valid function in the list.
2. In the Data Elements section, double click a folder to open it. When you have navigated to the correct criterion, click on it.
3. Double click the desired report control.
4. Click Verify if you wish to check for errors in the formula. A pop-up window notifies you if there is a problem with it.
5. Click Finish.
Add a Label to an Item
Labels are most often added next to Total fields so the person who prints the report knows what is being added, averaged, or counted.
1. Click the Insert tab.
2. Drag Label to the desired area on the canvas.
3. Double click in the Text field in the Properties area.
1. Enter the new text.
Add a Line to the Layout
1. Click the Insert tab.
2. Drag Line to the desired area on the canvas.
3. Click in the square on the canvas and drag to expand the line.
4. Click and drag the squares to make the line the desired size and angle.
5. To change the color of the line, click in the Color field and click the dropdown button. Click on the desired color on the Custom, Web, or System tab.
Add a Major Sort

To add a major sort, drag an item from the Data Columns tab to the Major Sorts box. The major sort, shown with a green heading, is automatically added to the layout.

Double click a folder to open it. When you have navigated to the desired criterion, drag that item to the Major Sorts box, the Minor Sorts box, or the desired spot on the canvas.

Another way to move the selected item to the canvas is to click on the criterion in the list, and then click on the desired location on the canvas. Clicking on another part of the canvas after that places the next criterion on the canvas.

To remove a major sort from the layout, click on the major sort and press [Delete].
Add a Minor Sort

To add a minor sort, drag an item from the Data Columns tab to the Minor Sorts box.

Double click a folder to open it. When you have navigated to the desired criterion, drag that item to the Major Sorts box, the Minor Sorts box, or the desired spot on the canvas.

Another way to move the selected item to the canvas is to click on the criterion in the list, and then click on the desired location on the canvas. Clicking on another part of the canvas after that places the next criterion on the canvas.

To remove a minor sort from the layout, click on the minor sort and press [Delete].
Add a Shape to the Layout
1. Click the Insert tab.
2. Drag Shape to the desired area on the canvas.
3. To specify the shape, click in the Style field of the Properties area and choose the desired shape.
1. To size the shape, drag the squares surrounding it, or type the correct numbers in the Size field of the Properties area.
2. To choose a line color for the shape, click in the LineColor field and click the dropdown button. Click on the desired color on the Custom, Web, or System tab.
3. To choose a fill color for the shape, click in the FillColor field and click the dropdown button. Click on the desired color on the Custom, Web, or System tab.
Add a Watermark
1. Click on any area on the canvas and press the [Esc] key. Page properties display in the Properties area.
2. Click in the Watermark field of the Properties area, and then click the ellipsis button.
1. Browse to the image that you wish to use as a watermark and click Open.
2. Click in the WatermarkPrintOptions field, click the down arrow and make the appropriate selection.
3. Click in the WatermarkSizeMode field, click the down arrow and make the appropriate selection.
Add an Address to a Layout
Use this feature is you would like to add client addresses to the report.
1. Click the Insert tab.
2. Drag Address to the desired area on the canvas.
3. Change the data fields if desired.
  1. In the Properties area, click in the Address field you would like to change, and then click the ellipsis button.
  2. the Data Field Editor window displays. Double clicking to open folders as necessary, navigate to the correct item and click OK.
Add Data to the Layout

Double click on an item on the Data Columns tab to move it to the canvas, and then drag the edges of the box to size it. Or click once on the item, and click the area on the output builder where you want the item to go, and drag to the correct size.

Double click a folder to open it. When you have navigated to the desired criterion, drag that item to the desired spot on the canvas.

Another way to move the selected item to the canvas is to click on the criterion in the list, and then click on the desired location on the canvas. Clicking on another part of the canvas after that places the next criterion on the canvas.

To remove an item from the layout, click on the item and press [Delete].
Add the Current Date Each Time a Receipt is Generated
1. Click the Insert tab.
2. Drag Date to the desired area on the canvas.
Add Page Numbers
1. Click the Insert tab.
2. Drag PageNumber to the Page Footer area on the canvas.
Change a Column Title
1. Click on the item you want to rename.
2. Double click in the Text field in the Properties area.
1. Enter the new text.
Change Paper Orientation
1. Click on any area on the canvas and press the [Esc] key. Page properties display in the Properties area.
2. Click in the PaperOrientation field of the Properties area, and then click the down arrow button and make the appropriate selection.
Change Paper Size
1. Click on any area on the canvas and press the [Esc] key. Page properties display in the Properties area.
2. Click in the PaperOrientation field of the Properties area, and then click the down arrow button and make the appropriate selection.
Change the Font Alignment Within a Field on the Canvas
1. Click on the item in question on the canvas.
2. Click in the HorizontalAlignment field of the Properties area and click the Down arrow button.
1. Select the desired alignment:
  - Left
  - Center
  - Right
Change the Font of an Item on the Canvas
1. Click on the item in question on the canvas.
2. Click in the Font field of the Properties area and click the ellipsis button.
1. Choose the correct Font, Font Style, and Size.
2. Select the Strikeout and/or Underline checkbox(es) if applicable.
3. Click OK.
4. If you want to change the color of the selected item's font, click in the FontColor field and click the dropdown button. Click on the desired color on the Custom, Web, or System tab.
Get a Count, Average, or Sum for a Specific Criterion
1. Click the Insert tab.
2. Drag Total to the desired area on the canvas.
Note: Total produces different results depending where in the report you place it. If you place the Total in the a major sort, it returns the total just for that section. If you place the Total in the report footer, it returns a grand total for the entire report.
1. In the Properties area, click in the TotalType field to activate the dropdown menu, and then make the appropriate selection:
  - Count
  - Average
  - Sum
1. Next you must specify the criterion for which you would like the count, average, or sum. To specify the criterion, click DataField in the properties area and then click the ellipsis button.
1. The Data Field Editor window displays. Double clicking to open folders as necessary, navigate to the correct item and click OK.
Highlight Text on the Receipt
1. Click on the item you would like to highlight on the canvas.
2. Click in the Highlight field of the Properties area and click the dropdown button.
1. Click on the desired highlight color on the Custom, Web, or System tab.
Page Break by Major Sort

To page break by major sort, click to highlight the appropriate sort in the Major Sorts box.

Click PageBreak in the field properties area. Click the down arrow to the right and choose True.
Place an Item on the Canvas
There are two options:
- Drag the desired item to the correct part of the canvas.
- Set the X and Y coordinates of the item.
  Note: X and Y coordinates are specified for the upper left corner of the selected item.
  1. Click the plus sign next to Location in the Properties area.
    
    Double click in the X field and enter the desired location.
    
    Double click in the Height field and enter the desired location.
Preview the Layout
1. Click View > Preview Layout on the menubar.
2. The Print Preview screen displays.
  
  Click Page Setup to specify the print parameters or to change the printer to which the document should be sent. Fill this window in as you would for any other document.
  
  Change the Zoom percentage to change the size of the document on the screen for easier viewing.
  
  Click the Single Page View , Double Page View , and Multiple Page View buttons to specify the number of pages that should display on the screen.
  
  Use the First Page, Previous Page, Next Page, and Last Page buttons to scroll through the pages on the screen, or enter the desired page number in the field provided and press [Enter].
  
  Click the Print button to print the document. The Print window displays. Print this as you would any other document.
  
  Click Close to exit the screen without printing the document.
Remove an Item from the Canvas
1. Click on the item you want to remove.
2. Press [Delete] on your keyboard.
Resize an Item
1. Click on the item you would like to resize on the canvas.
2. There are two options:
  - Resize the object manually.
    
    The selected item is surrounded by small squares. Click on a square and drag it to change the highlighted object's size.
  - Specify the height and width in inches.
    Click the plus sign next to Size in the Properties area.
    
    Double click in the Width field and enter the desired width in inches.
    
    Double click in the Height field and enter the desired height in inches.
Set the Page Properties

Click on any area on the canvas and press the [Esc] key. Page properties display in the Properties area.

This allows you to adjust things like the page orientation, page size, and watermarking options.
Show/Hide Grid Lines
1. Click on any area on the canvas and press the [Esc] key. Page properties display in the Properties area.
2. Click in the DrawGrid field of the Properties area.
3. Click the down arrow button. Select False to hide the grid, or true to show the grid.
Show/Hide Rulers
1. Click on any area on the canvas and press the [Esc] key. Page properties display in the Properties area.
2. Click in the ShowRulers field of the Properties area.
3. Click the down arrow button. Select False to hide the rulers, or true to show the rulers.
Snap to Grid
This function automatically aligns items to the grid on the canvas.
1. Click on any area on the canvas and press the [Esc] key. Page properties display in the Properties area.
2. Click in the SnapToGrid field of the Properties area.
3. Click the down arrow button. Select False to refrain from snapping items to the grid, or true to snap items to the grid.

To complete the layout, click Finish.

To close the Output Builder without saving your changes, click Cancel.