Use Report Designer to add the custom fields from your records onto documents, such as Invoices, Statements, and Sales Orders.

Before you start

Before you can add the field to your document, you should make sure you've set up your custom fields correctly in your software. This helps you find which data field to add in Report Designer.

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Find your data field

Now you've set up your custom fields, we can find the correct data field you'll need to use.  Look at the table below to help you choose the right one:

Module	Where to find the custom field	Data field(s) to use
Customer records	Select Customers, select the required record, choose New/edit, and press Defaults.	SALES_LEDGER.ANALYSIS_1 SALES_LEDGER.ANALYSIS_2 SALES_LEDGER.ANALYSIS_3 SALES_LEDGER.ANALYSIS_4 SALES_LEDGER.ANALYSIS_5 SALES_LEDGER.ANALYSIS_6
Quotations	Select Quotations, select the required quotation, choose Edit, and press Order.	SALES_ORDER.ANALYSIS_1 SALES_ORDER.ANALYSIS_2 SALES_ORDER.ANALYSIS_3
Invoices and credits	Select Invoices and credits, select the required invoice or credit, choose Edit and press Order.	INVOICE.ANALYSIS_1 INVOICE.ANALYSIS_2 INVOICE.ANALYSIS_3
Sales orders	Select Sales orders, select the required order, choose Edit, and press Order.	SALES_ORDER.ANALYSIS_1 SALES_ORDER.ANALYSIS_2 SALES_ORDER.ANALYSIS_3
Supplier records	Select Suppliers, select the required record, choose New/edit, press Defaults.	PURCHASE_LEDGER.ANALYSIS_1 PURCHASE_LEDGER.ANALYSIS_2 PURCHASE_LEDGER.ANALYSIS_3 PURCHASE_LEDGER.ANALYSIS_4 PURCHASE_LEDGER.ANALYSIS_5 PURCHASE_LEDGER.ANALYSIS_6
Purchase orders	Select Purchase orders, select the required invoice or credit, choose Edit and press Order.	PURCHASE_ORDER.ANALYSIS_1 PURCHASE_ORDER.ANALYSIS_2 PURCHASE_ORDER.ANALYSIS_3
Product records	Select Products and services, select the required record, choose New/edit, and press Web.	STOCK.WEB_CATEGORY_1 STOCK.WEB_CATEGORY_2 STOCK.WEB_CATEGORY_3
Project records	Select Projects, select the required record, choose New/edit, and press Analysis.	PROJECT.ANALYSIS_1 PROJECT.ANALYSIS_2 PROJECT.ANALYSIS_3

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Add the data field

1. Select the document you want to amend, then choose Edit.
2. If required, to make space on the layout you can select and drag items.
3. On the menu bar, select Toolbox, then press Add Data Field.
4. Select once in the blank space where you want the data field to appear.
   

    

   NOTE:

   Learn more about moving or resizing existing objects in our handy Report Designer - move, align, resize, and centre objects guide.

5. In the Add Data Field window, expand the relevant table, for example, INVOICE.
6. Select the data field, for example, ANALYSIS_1, then press OK.
7. If required, select and drag to move or resize the data field.
8. On the menu bar, select File, then press Save As.
9. Enter a new file name then press Save.
10. On the menu bar, select File, then press Exit.