Using the Report Editor, you can make changes to Servant Keeper reports. Before any Servant Keeper Standard or Downloaded reports can be edited, you must first copy the report. Copying the report allows you to keep the original report in its original state and use the copy to make changes. If you make a mistake during the editing process that causes the report to no longer function properly, you can start over again by making another copy of the original report.


To copy a report so it can be edited:

  1. Open the Report Manager.
  2. Select the report category you want to use from the report list on the left.
  3. Select any report that has either a,, oricon next to the report name.
  4. Select options (e.g. a date range) for the report that will give results. In order to be able to edit a report, you must have data on which the Report Editor can build the report.
  5. Click the [Copy Report] button.
  6. A Report Information window will appear allowing you to edit and change the report you copied.


When the report is opened in the Report Design Workspace, you can adjust the font size/type/style, change the layout of the report, add or remove data fields, and a lot more.


Now that you have some basic familiarity with the different parts of the Report Editor, you can begin using it to edit reports. One of the most common things you will do when editing a report is to change the font type, size, style, etc.


To change the font size, type, or style for a report:

  1. Open the Report Manager.
  2. Select the report category you want to use from the report list on the left.
  3. Select any Standard, Downloaded, or User report.
  4. Select options (e.g. a date range) to ensure you have data to generate the report.
  5.  Click the [Copy Report] button.
  6. A Report Information window will appear where you can enter your own report name and a brief description for the report, then click [OK].
  7. The report will open in the Report Editor where you can change the font size, type, style, color, and positioning of the fonts used in the report.
  8. Select the object for which you want to change the font size, type, style, etc in the report. A selected object will have the Boundary boxes around it.
    If you want to select more than one object, hold down the <Shift> key on your keyboard and click on each object in the report you'd like to change.
  9. Select the font options you want to change from the "Font" area of the tool bar. Each change for the selected object(s) in the report will be displayed automatically.
  10. Click the [Preview] button to see the changes you made in the report.
    When previewing a report that contains a variable, the report editor will display the name of the variable, not the data the variable should display. If you want to see the report with the correct data, save and close the Report Editor and click on the [Preview] button in the Report Manager to generate a print preview.
  11. Click the [Save] button to save the changes.


When you make changes to the font type, style, and/or size in a report, there are two common issues you may notice when you preview the report:


Some text may be cut off or not completely visible. To correct this issue, enable the Auto Width property for the object.

To enable the Auto Width property for an object:

  1. In the Report Editor, select the object(s) for which you need to enable the Auto Width property.
  2. Right-click on the object and a drop-down menu will appear.
  3. Select the "Auto Width" option.
  4. Click the [Save] button.
  5. Click the [Preview] to see the changes.
  6. If the preview looks good, close the Report Editor and your report is ready to be printed.


The text may be too long for the space provided. To correct this problem, enable Word Wrap.

To Enable Word Wrap for an Object:

  1. In the Report Editor, select the object for which you need to enable the Word Wrap property.
  2. Right-click on the object and a drop-down menu will appear.
  3. Select the "Word Wrap" option.
  4. Click the [Save] button.
  5. Click [Preview] to see the changes. If the preview looks good, close the Report Editor and your report is ready to be printed.


There may be a report that contains information that you do not want to appear on the report or information you want to appear in a different position on the report. You can use the Report Editor to move an object or completely remove it from a report. When removing an object, there are two types of objects: those that are not tied to events and those that are tied to events. It is important to know whether the object being remove is tied to an event. Objects tied to an event will be represented with a red triangle () in the top left corner of the field. Deleting the object without removing the event tied to the object will cause the report to fail.



To remove an object that is NOT tied to an event:

  1. In the Report Editor, select the object(s) you want to remove from the Report Design Workspace.
  2. Right-click on the object(s) and select "Delete" from the drop-down menu.
    Important! If the field you want to delete has a red triangle in the top left corner of the field, please see how "to remove an object that is tied to an event". Failure to properly remove fields that have events associated with them will cause the report to fail.
  3. Click [Save].


To remove an object that is tied to an event:

  1. In the Report Editor, single click on the field with the red triangle in the top left corner that you want to remove from the report.
  2. In the Object Inspector, click on the "Events" tab.
  3. Double-click on the selected item in the "OnBeforePrint" menu and the Report Design Workspace will change to the Script Editor queued to the position of the event.
  4. Starting at the word "procedure", click and drag (to highlight) down to the word "end;".
    Important! Failure to remove all event script code can cause execution of the report to fail.
  5. Press the <Delete> key on your keyboard to remove the event code from the script editor.
  6. Choose the "Page1" tab to return to the Report Design Workspace and select the object you want to remove.
  7. Right-click on the object and select "Delete" from the drop-down menu.
  8. Click [Save].


Using the Report Editor, you can add images and other fields from the Servant Keeper database to any Servant Keeper report.

To add family or individual profile pictures to a report:

  1. Open the Report Editor.
  2. In the Data Tree Panel, click on the "Database Fields" tab.
  3. Find the "FamilyProfileData" or "IndividualProfileData" section in the list. (The options will vary depending on the type of report you're editing.)
  4. Click and drag either the "FAMILY_pic" or "INDIVIDUAL_pic" field into the Report Design Workspace where you'd like the image to appear.
  5. Use the boundary boxes around the image to resize it, as necessary.
  6. Click the [Preview] button to preview the changes you made.
  7. Click the [Save] button to save your changes.


There may be times when you want to generate a report that includes a logo in place of the picture for anyone who does not have a picture in their Servant Keeper profile. To accomplish this task, a picture box linked to profile picture data and a second picture box that includes the logo can be added to the report.


To show a logo when there is no picture available on a report:

If the report you are editing already includes family or individual profile pictures, skip to step 11, below.

  1. Open the Report Editor.
  2. In the Data Tree Panel, click on the "Database Fields" tab.
  3. Find the "FamilyProfileData" or "IndividualProfileData" section in the list. (The options will vary depending on the type of report you're editing.)
  4. Click and drag either the "FAMILY_pic" or "INDIVIDUAL_pic" field into the Report Design Workspace where you'd like the image to appear.
  5. Use the boundary boxes around the image to resize it, as necessary.
  6. From the Insert tab, click the [Picture] button.
  7. In the Report Design Workspace, click and drag to create a second picture box over the existing picture box. This box will be used to select a logo image to display in the event no profile picture exists.
  8. Within the new box you drew, double-click on the tree icon () in the top left-hand corner to open the "Picture" window.
  9. In the Picture window, click on the folder icon ()  and browse your computer or network to the logo image you'd like to use. Select the image and click the [Open] button.
  10. The selected image will appear in the Picture window. Click the checkmark button ( ) to save it. The image will appear in the picture box in the Report Design Workspace.
  11. In the "Report Tree View" tab, click on "FamilyProfileDataFAMILY_pic" or "IndividualProfileDataINDIVIDUAL_pic" field.
  12. Click on the "Events" tab in the Object Inspector and double-click next to "OnBeforePrint". The Script Editor window will appear with your cursor flashing between the words "begin" and "end".
  13. In the Data Tree Panel, click on the "Script Snippets" tab.
  14. Scroll down to the "Toggle Two Pictures - Family" or the "Toggle Two Pictures - Individual" snippets. Double-click the appropriate snippet (depending on if you're using Family or Individual profile pictures) to insert it into the script area.
  15. In the script, there are two places where it refers to "picture2". In both places, change the number "2" to a "1" (so it reads "picture1").
  16. Back on the "Home" tab, Click on the [Preview] button to preview the changes you made.
  17. Click the [Save] button to save your changes.


To add a background image to a report:

  1. Open the Report Manager.
  2. Select a report category from the report list on the left.
  3. Select any Standard, User, or Downloaded report.
  4. Select options (e.g. a date range) to ensure you have data to generate the report.
  5. Click the [Copy Report] button.
  6. A Report Information window will appear where you can enter your own report name and a brief description of the report, then click [OK].
  7. The report will open in the Report Editor.
  8. In the Report Editor, click on the "Insert" tab.
  9. Click on the [Insert Band] button and select the "Overlay" option from the drop-down menu.
  10. Drag the Overlay band up so it is under the "Report Title" band.
  11. Click on the [Picture] button in the Insert tab.
  12. In the Report Design Workspace, click and drag to create a picture box. Part of the picture box must be inside the Overlay band.
  13. Within the box you drew, double-click on the tree icon () in the top left-hand corner to open the "Picture" window.
  14. In the Picture window, click on the folder icon ()  and browse your computer or network to the image you'd like to use. Select the image and click the [Open] button. The selected image will appear in the Picture window.
  15. Click the checkmark button ( ) to save it. The image will appear in the picture box in the Report Design Workspace. If the picture box is bigger than the overlay band, the image will cover any bands below the overlay band.
  16. Use the boundary boxes around the image to stretch or shrink the picture to the size you'd like it to appear on the page. 
  17. Select the "Home" tab and click on the [Send to Back] button.
  18. Click on the Overlay band and drag the bottom of the band down the page. You will notice this band will automatically expand to the size of the picture. Resizing the Overlay band will allow you to change the position of the background image in the report.
  19. Important! You may notice when resizing the overlay band it pushes other data bands out of view in the Report Design Workspace. To view any bands that are pushed out of view by another object: click the "File" menu, choose "Page Settings", select the "Other options" tab, checkmark "Large height in design mode", and click [OK].
  20. Click the [Preview] button to preview the changes you made.
  21. Click the [Save] button to save your changes.


There may be times when you want to generate a report that includes a Title page. The Report Editor can be used to create a title page for any report in Servant Keeper.

To create a title page:

  1. Copy or edit a report in the Report Manager for which you'd like to create a title page.
  2. Click on the [New Page] button in the Home tab of the Report Editor.
  3. A "Page2" tab will appear in the Report Tree View Panel. Change the order of the pages by clicking on the "Page2" tab in the Report Tree View Panel and dragging it between the "Script" tab and the "Page1" tab.
  4. To enter a title on the title page, click on the [Edit Text] button on the "Insert" tab and create a text box object in the Report Design Workspace where you'd like the title to appear.
  5. Enter the report title in the text box. If you want to include the church name and address information, you can select the fields in the "OrganizationData" section of the Database Fields Panel and drag them onto the Report Design Workspace. (The fields in the OrganizationData section correspond with the fields found when you click on the "Information" button in the Administration Manager.)
  6. Once you have the fields on the page, you can adjust the font size, style, or text alignment by clicking on the fields and selecting options from the "Home" tab.
  7. You may also need to adjust the width of the memo fields by clicking on the field and placing your cursor on one of the boundary (resize) boxes. When your cursor changes to a double-sided arrow, click and drag to resize the field, as needed.
  8. To include a logo/image on the title page, click the [Picture] button from the "Insert" menu and create a picture object in the Report Design Workspace where you want the logo/image to appear.
  9. Double-click on the picture object to open the "Picture" window. Click on the folder icon () and browse to the logo/image. Select the image you'd like to use and click the [Open] button. The image will appear in the picture selection window. Click the checkmark button () to save the image.
  10. Click the [Preview] button to preview the changes you made.
  11. Click the [Save] button to save your changes.


You can use conditional highlighting in the Report Editor to add banding to a report so every other line of data in the report is highlighted.

To highlight every other line of data in a report:

  1. In the Report Manager, copy a report to which you want to add highlighting.
  2. A Report Information window will appear where you can enter your own report name and a brief description of the report, then click [OK].
  3. The report will open in the Report Editor.
  4. Select the "Insert" tab and click the [Text Field] button.
  5. In the band where you want to add the highlighting, click and drag to add the text object on top of the line(s) you wish to highlight. If you want the highlight to be the width of the page, make sure to change the width of the new text box so it is the width of the band.
  6. If you already have other objects in the band, right click on the new text object and click [Send to Back] from the drop-down menu.
  7. Right-click on the new text object again and select "Edit" to open the "Memo" object editor.
  8. In the window, choose the "Highlight" tab.
  9. Click the [Add] button to open the "Expression Editor" window.
  10. In the "Expression" box at the bottom, delete any text that is currently there and enter: <Line> mod 2 = 1, then click [OK].
  11. Back in the Memo window, choose the Frame and Fill options you want for the highlight from the "Style" section.
  12. Click [OK].
  13. Click [Preview] to view the changes.
  14. Click [Save] to save the changes made to the report.


You can use the Report Editor to add columns to a report. For example, you may want to create a two column directory and have the names display alphabetically in column form. Be aware, when adding three or more columns to a report, there is an even more limited amount of space. For this reason, we recommend using the following directory styles as a launching point for a three or more column directory. Since these directories are already designed with multiple columns in mind, they will require the least amount of re-positioning of fields and editing to get the information to appear correctly when printed.

Directories (Family)
Directories (Individual)
Style 1 Pictures with Name Only (Approx. 12 Per Page)
Pictures - Style 1 (20 Per Page)
Style 2 Pictures with Name Only (Approx. 20 Per Page)
Pictures - Style 2 (12 Per Page)
Style 7 2 Columns with Information
Style 4 (10 - 12 Per Page)
Style 5 (2 Columns)
Style 4 (2 Columns)


To add columns to a directory:

  1. Open the Report Manager.
  2. Select a Standard or User directory report.
  3. Click the [Copy Report] button.
  4. A Report Information window will appear where you can enter your own report name and a brief description for the report, then click [OK].
  5. The report will open in the Report Editor.
  6. Depending on the report you are copying/editing, you may need to re-position some of the fields to fit better in the columns on the page. It is recommended that you arrange the fields that you want to include in the report in a column-friendly format prior to adding the columns.
  7. In the Report Tree View Panel, click on the item that says "MasterData1".
  8. In the Object Inspector, change "Columns" to the number of columns you'd like on your report (e.g. 2 or 3) and press the <Enter> key on your keyboard.
  9. Next to "ColumnWidth", enter the width, in centimeters, you'd like each column to display, then press the <Enter> key on your keyboard.
    Important! If you make your columns too wide, it is possible data will run off of the page and be hidden from view. You can resize your columns at any time by changing the value next to "ColumnWidth" and pressing your <Enter> key.
  10. If you wish to add a space between your columns (optional), type the width (in centimeters) for the gap next to "ColumnGap", then press the <Enter> key on your keyboard.
  11. Click the [Preview] button to preview the changes you made.
  12. Click the [Save] button to save your changes.