View and edit all customer facing reports.


Loggin in:

  • Open Prima > select Report Designer from the drop down > enter your credentials > login


When editing any report, it is best to create a copy of the report first - in case you want to revert to the original layout.

Creating a copy:

  • Find the report you'd like to edit in modules on the left
  • Click on the report
  • At the bottom left of the screen, edit the name of the report to be something else > then hit create copy


Editing Reports in Report Designer

  • Double click the copy of the report you just made > this will open it in edit view


Inserting Sections:

  • Sections on the left allow you to insert text boxes, images, etc.
  • Can also copy these from another report by dragging to select > copy > paste in new copy of report.
    • If fields are blank after copying, it is because the report you copied from does not have the same data fields


Images:

  • Add a picture using tInhe section insert on the left OR
  • Edit an existing image by click on the image > on the right in properties scroll to 'data' > click '...' next to image to open file explorer > add your new image
  • Can stretch or zoom to fill image in layout under properties


Fonts:

  • Add text box using section insert on left OR
  • Click existing text - on the right in properties you can edit the font, size, color, etc.
  • Double click the text to type and edit


Colors:

  • For background or font colors you will need a hexcode - there are some standard ones in the dropdown in properties.
  • Can also use Chrome addon called colorpick to get hexcodes from the web


Visibility:

  • Visibility under behaviors can be set to False if you’d like to hide something – also if something isn’t showing on the report, this could be why.


Data Fields:

  • Data fields pull in information from Prima Client
  • If there are any questions on what some of these are, give us a call!


Footer:

  • Where OWN company info is displayed
  • To edit this > in client search for company acc code 'own' > data pulls from HQ location - email, phone, address, etc.


Sub Reports:

  • Bottom left of screen > expand the main report to view sub reports > must open sub report to edit data fields within

Preview / Save and Close:

  • Click the preview tab at the top of the screen to see an example of what the report will look like > go back to edit tab to save and close at the top.


Assigning Report to Companies:

  • In Prima Client you can set this report against one company as it's default, or change several companies en masse using the company grid manager.