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The 25Live® Interactive Reports technology contains features that allow you to incorporate large blocks of standard contract language into a report document. Data fields can be embedded within the standard language which can help transform a standard Confirmation report into a more customized contract type of document.

A Text Box is used to contain the standard contract language within the report. Text can be manually typed or imported from text (.txt) or rich text format (.rtf) file formats into the Text Box. If the standard contract language can be saved in rich text format (easily produced from a Microsoft Word document), this is the most efficient means of adding large amounts of static text into a report.

The following instructions describe how to customize the Event Confirmation Detail (per event) report by adding a section of standard contract language. The example text is imported into a text box from a rich text format file. Example event-specific data elements are then embedded within the static text.

Adding Contract Language to a Report

Step 1: Select and Set the Category Component

Within the JReport Designer, select main menu heading File > Options. From the Options dialogue window, select the Category > Component and set the Component “Insert component with static position in flow layout report.” This option setting will assist with the placement of data elements within the standard contract language.

Step 2: Create a New Report

Create a new Banded Page Report (.cls). This new report will contain the standard contract language and will be embedded as a subreport into the Event Confirmation Detail report.

  1. From the JReport Designer, select the option File > New > Page Report.
  2. Select Banded as the report type from the New Page Report dialogue window.

Step 3: Select the Query

From the Banded Wizard dialogue window, select the query Q_EV_BILL_ITEM_PROFILES, then click the Finish button to exit the Banded Wizard dialogue window. This query includes the data elements that will be inserted within the standard contract language.

Step 4: Build the Report Sections

An empty Banded Object containing report sections BandedHeader, BandedPageHeader, DetailPanel, BandedPageFooter, and BandedFooter should be displayed in the main Design window.

  1. Insert a Label into the BandedPageHeader containing the text “The Service Agreement.” This section will repeat at the top of each page.
  2. Insert a Text Box into the BandedFooter section. Stretch the boundaries of the Text Box to fit the entire BandedFooter section.

  3. With the TextBox selected in the Inspector window, change the property Vertical Auto Size=true in the Properties window. This allows the imported text to grow beyond the Design view dimensions at report run time.

  4. Hide the unused sections, BandedHeader, Detail Panel, and BandedPageFooter, by highlighting the section name, right-click, and select Hide.

Step 5: Import Contract Language

Import the standard contract language document into the Text Box placed in the BandedFooter section.

  1. Double-click the Text Box, which should produce an active cursor allowing you to type text into the Text Box. Right-click and select Import External File from the right-click menu.

  2. Find the intended (.rtf) import document and click the Open button to import the document into the Text Box.

  3. Double-click the Text Box to regain the active cursor and scroll to the top of the imported text. You may encounter some additional, unwanted, text at the beginning of the imported document that needs to be removed. Simply backspace, or delete the unwanted text.

  4. The Text Box is a simple text editor that allows you to make additional modifications to the imported text. Feel free to make any additional edits to the text content, font size and/or style.

Step 6: Add Data Elements to the Contract Language

Insert data elements within the standard contract language.

  1. Place the active cursor at the point within the Text Box where you intend to insert the data element.
  2. Click and drag the data element from the Resource View (list of data elements) into the Text Box.

  3. Once the data element has been placed, you can change the data field properties including font size, style, and format.

Working with large blocks of text

If you are working with a large block of static text, placement may get a little jumpy. Once you have placed the data element, you may need to relocate the placement by using the Text Box scroll bars. To assist with this placement, try temporarily setting the property Vertical Auto Size=false on the Text Box.

Step 7: Save the Report

When finished with the modifications to the standard language, save the new report file. As mentioned above, this report will be embedded within the Event Confirmation Detail (per event) as a subreport. This standard language report can be a shared resource and embedded within other reports as well. Any additional modifications made to the standard language report, after saving, will be automatically recognized by the report(s) in which it is embedded.

Step 8: Create a Report Copy

Open the ConfirmDetailPerEvent.cls report file. Select File > Save As from the main menu. Give the report a new name to represent a new custom report (ServiceAgreement.cls). It is a good practice to create a copy of the existing standard report before making modifications.

Step 9: Place the Subreport

Identify the area in the ServiceAgreement.cls to place the embedded subreport containing the standard contract language. In this example, we will place the standard contract language into a GroupHeaderPanel.

  1. Using the Inspector window, find and select the section GroupHeaderPanel5. This highlights that section label in the main design view.
  2. Right-click over the section label for GroupHeaderPanel5 in the main design view. Select Insert Panel After from the menu to create an additional GroupHeaderPanel31 section.
  3. Change the Suppress property for this GroupHeaderPanel31 section to Suppress=false.
  4. Make sure the CrossPage=true property is set for this section to allow the standard language to be split across a page break.

Step 10: Make Final Adjustments

From the main menu, select Insert > Subreport and click to place the subreport into GroupHeaderPanel31. A Subreport dialogue window will appear.

  1. Click the Browse button and select the std_language.cls report that contains the standard contract language. Click the Open button to select this report.
  2. From the Subreport dialogue window Field tab, click the Add button and check the box next to BandedObject that appears in the Choose Component dialogue window. This allows only the contents of the BandeObject to be referenced in the embedded subreport. Click OK when finished.

  3. From the Subreport dialogue window Parameters tab, select F_URL_EVEXT_BILLING in the Value column. The formula F_URL_EVEXT_BILLING is constructed in the parent report and is designed to retrieve event billing information for the selected event. Assigning this URL value to the required data source parameter P_URL_EVENTS_EXT establishes a link between the parent report and subreport. The data elements embedded within the standard contract language will be that of the selected event. Click OK to exit the Subreport dialogue window.

  4. After the initial placement of the subreport, you may need to stretch or reduce the width of the subreport to fit the GroupHeaderPanel31 section in which it was placed and adjust the margins of the std_language.cls report to best fit the placement section.

  5. Click to select the embedded subreport. Make sure the property Embedded=true is set. This allows the BandedPageHeader within the subreport to show. In this example, the BandedPageHeader within the subreport contains the label “The Service Agreement” which will be repeated on each continued page of the standard language.

Need More Help?

There are two additional useful articles about 25Live Interactive Reports that may be helpful to you: 25Live Interactive Report Designer Quick Start Guide and Creating Custom Reports Using the 25Live Interactive Report Designer.