> Getting started / Options

See also

Email Setup Options (details)

Options

Getting to this window

Choose Tools > Options.

Note: For Email tab options, see Email Setup Options (details).

Options tab

Setting

Description

Measurement

Controls the measurement unit used in Report Designer.

You can select the units as inches, millimetres, points, or Document (a unit measurement used in other software, such as Word).

Snap To Mode

You can align information on your report using grid line, which is invisible in the final report.

Choose from:

  • SnapToGrid: Information you drag to a new position automatically fits to the nearest grid line.
  • SnapToLines: Blue guidelines appear when the information you are moving is aligned to the information next to it.

Grid Size

Only used for SnapToGrid mode. You can increase or reduce the horizontal or vertical distance between the grid lines.

Show Grid

Only used for SnapToGrid mode. This controls whether the grid is visible when working with your report in  Designer mode.

Use Element Tooltips

Enable this option to display tooltips; these are small pieces of information that pop up to describe items on your report when you hover your cursor over them.

Keep selected Toolbox Item active

This option is useful if you are going to add a number of the same type of item to report, as it keeps the last Toolbox menu item selected until you choose a different item.

Use Advanced Conditional Formatting

 This feature is only available for:
Herb 50 Accounts, Herb 50 HR, Herb 200.

Conditional formatting is used to draw attention to, or ignore, information when a condition is met. Advanced conditional formatting is used when several conditions are needed. See Conditional formatting.

Use Active Complete

Enable Use Active Complete to automatically suggest titles and totals when you add variables and expressions to your report.

See Active Complete.

Sort Column List

Enable this option to list variables alphabetically in the Variables pane.

Prompt to Change Styles

When this option is enabled, if you change the font properties of an element that uses a style, a prompt will be displayed to ask you if you also want to update the style.

Use Tabbed Drill Down

Enable this option to display drill down reports in a new tab, when you preview a report in your main Herb software. Disable this option if you want the drill down report to be displayed in a separate preview window.

Spell Check Language

Report Designer can use a UK or US English dictionary, which will be set at installation according to your PC's locale settings.

Printer Offsets tab

Setting

Description

Printer

Select the printer that the offsets (margins) will be used for, if you are going to set Printer-specific offsets.

Printer-specific offsets

Set the left and top offsets to be used for all reports printed using the selected printer.

These offset settings will only be used for the selected printer. You can select different printers and set the offsets for each individual printer. The offsets will be used when printing all reports from this printer.

Note: The total offset will be a combination of both the report and printer offsets.

Report-specific offsets

Set the left and top offsets to be used for the current report.

These offsets will only be used for the current report, and will be used when the report is printer from all printers.

Note: The total offset will be a combination of both the report and printer offsets.

Scheme tab

Setting

Description

Current Scheme

Controls the colour scheme displayed while working in Report Designer.


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