Table of Contents Report

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To add a table of contents to the Snap document, place the text cursor in the position in the document where you wish to insert a table of contents, and click the Table of Contents button in the References tab of the Snap editor’s ribbon toolbar.

The newly added table of contents will contain no entries.

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Table of contents provide the ability to display document fields in different hierarchical levels.

To show the document field that is bound to the CategoryName data field in level 1 of the table of contents, click the document field to highlight it.

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Then click the Add Text button in the References tab of the toolbar, and select Level 1 in the invoked drop-down menu.

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Next, click the Update Table button in the Table of Contents button group in the toolbar’s References tab, to update the displayed content of the table of contents according to the changes made in the previous step.

Multi-Column Report

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In the main toolbar, switch to the General Tools: Page Layout tab, click Columns, and select the required number of columns in the drop-down menu.

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To define more than three columns, click More Columns. In the invoked Columns dialog, customize the report layout to meet your requirements.

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Summary Report

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Select the field of which you need to calculate a summary function.

Then, in the activated Field tab, click the Summary button. In the invoked window, select the required summary function.

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In addition, you can customize the summary function by using the Summary Editor window.

Side by Side Report

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To add a new table to the report, switch to the Insert tab in the main toolbar and click Table.

Then, move the cursor over the grid to select the required number of rows and columns.

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You can set table borders by clicking the Borders button on the Design tab.

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Then, drop the “Picture” and “CategoryName” fields from the Data Explorer on the table’s corresponding columns.

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To filter each table column so that it shows only a single record, select a field on the left column and in the activated Field tab in the main toolbar, click Quick Filter.

In the invoked menu, select the required field and click OK.

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Finally, repeat the same procedure for the right column, so that it displays a different field to compare with.

Tabular Report

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To create a simple tabular report, select the data fields that you wish to include in the report in the Data Explorer and drag them to the Design Surface.

When you drop data fields onto the empty space in the document body, they are added to a new list as columns.

You can select multiple data fields by pressing CTRL or SHIFT.

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To improve performance, Snap shows only the first 20 data rows of a list by default.

To change this setting, use the Editor Row Limit option, which is located on the List tab of the main toolbar.

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To convert the layout of a list to a paragraph presentation, select the list you wish to convert and click the Convert to Paragraphs command in the List tab of the contextual Data Tools toolbar category.

Note that there is no reverse action allowing you to convert a Snap list back to the tabbed form.

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The report should now appear as shown.

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To remove a list header, select the list, click the Header command in the List tab of the main toolbar, and select Remove Header in the invoked drop-down menu.

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To create a detail report, drag data fields from the child data table in the Data Explorer onto the lower border of the master report’s data row, as shown.

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The added detail part will have a tabular form by default.

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Click the Print Preview button in the General Tools: File tab of the main toolbar to view the preview.

Mail Merge Report

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Create a document layout by using the rich text editing tools, or open an existing document in one of the supported third-party formats.

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Specify which data source will be used for mail merge. To do this, click the Data Source button on the Data Tools: Mail Merge tab of the main toolbar and select the required data source in the invoked drop-down list.

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Alternatively, right-click the required data source in the Data Explorer and select Use For Mail Merge in the invoked drop-down menu.

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To insert data fields into the document, drag-and-drop data fields from the Data Explorer onto the Design Surface.

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Activate the Highlight Fields option from the View tab of the main toolbar to highlight all mail merge fields in a document.

This allows you to easily distinguish between dynamic and static content.

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To insert a detail report part, drag-and-drop fields from a subordinate node of the data source. Fields of a nested level of a mail-merge data source are inserted into a template as columns of a List.

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The Snap mail merge document is now ready. To view the result, click the Finish & Merge button in the Mail Merge tab of the main toolbar, and select Print Preview… in the invoked drop-down menu.

In the invoked Export Range dialog, select All records and click OK.

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Sorting Data

Sort List Data

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Select the field that you wish to use as filter criteria. The field must be located inside a Snap list.

This automatically activates the contextual Field tab in the main toolbar.

In the Field tab, click the Sort Ascending or Sort Descending button, depending on the required sort order.

The list will automatically be updated to reflect the sorting applied.

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Sort commands are also available in the context menu.

Sort Mail Merge Data

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Switch to the Mail Merge tab of the main toolbar and click the Sort command.

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Click the Add Level button in the invoked Sort dialog. Specify the sort criteria and sort order for the additional sort level.

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To change the order in which sort levels are applied to the document, use the arrow buttons.

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To view the result, click the Finish & Merge button in the Mail Merge tab of the main toolbar, and select Print Preview… in the invoked drop-down menu. In the invoked Export Range dialog, select All records and click OK.

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Grouping Data

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To group dynamic data within a list, select the field that you wish to group.

This automatically activates the contextual Data Tools: Field tab in the main toolbar. In this tab, click the Group By Field button.

A group header and a group footer are automatically created for the new grouping.

By default, the group header displays the value of the field by which to group, and the group footer displays the total count of entries in the group (evaluated by the Count summary function).

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To add or remove group headers and footers, use the corresponding commands in the Group tab of the main toolbar.

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The following image illustrates a list with grouping applied.

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All groupings added to a report are displayed in the Report Explorer as child nodes of the Snap list to which they are applied.

Parsing Different Formats

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The Text field provides the capability to parse the following text formats.

Plain Text – text without formatting;

RTF – Rich Text Formatting;

DOC – Microsoft® Word® 97 – 2003 document formatting;

OpenXML – Microsoft® Word® 2007 or higher document formatting;

HTML – HyperText Markup Language markup;

MHT – Web archive markup;

WordML – XML-based Microsoft® Word® document markup;

OpenDocument – XML-based document markup.

To parse a field’s formatting within a Snap document, select the field, and in the activated Field tab of the contextual Data Tools toolbar category, expand the Properties drop-down list and set the Text Format property to the required format.

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The document will be updated to reflect the specified formatting.

Formatting Data

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To format report data, do the following.

Select the field that you wish to format. It must be a field displaying textual information (e.g., a Text field or a Row Index field). This will activate the Field tab in the contextual Data Tools toolbar category.

In the Field tab, click the Properties button.

In the invoked drop-down menu, click the ellipsis button for the Format String property.

Specify the required formatting in the invoked FormatString Editor, and click OK to exit the dialog.