Reports and forms use characters and symbols to show how information for amounts, dates, numbers, and yes/no checkboxes will be printed. You can use the default format or you can replace the default format with a custom format. The number of available format options that you can choose will depend on the value being formatted. 

 

Changing default formats for reports and forms

1. Open Connect [Application Name] > Reports > [Report Name]. 

2. Click to select the Forms tab > Form Options tab. 

3. In the Default Formats section, click to select a type. 

 

Default Formats section

 

4. Use the options in the Format tab to click .

 

Custom button

 

 

Standard number formats

You can format the number of decimal places and insert a comma to separate thousands (9,999,999 instead of 9999999). 

 

Format	Returns...
0;-0	-1234.10
0;0-	1234.10-
0;(0)	(1234.10)
0;0 CR	1234.10 CR

 

Currency formats

You have the option to format the number, format the number of decimal places, and include a dollar symbol ($). 

 

Format	Returns...
0;-0	1234.10;-1234.10
0;0-	1234.10; 1234.10-
0;(0)	1234.10; (1234.10)
0;0 CR	1234.10; 1234.10 CR

 

Percentage formats

Format a number as a percentage by inserting a decimal x number of places from the right. If the percentage is zero, you have the option to print a blank instead of printing 0.00%. 

 

Special formats

Format variables that show bank accounts, Social security numbers, tax IDs, and zip codes.

 

Description	Format	Returns...
Bank account number mask	XXXXXXX${last}4	Shows the last four-digits of the account.
Social security number	000-00-0000;;	Shows nine-digit number.
Social security number mask	XXX-XX-${last}	Shows the last four-digits.
Strip decimal	######(.)00 ;######(.)00-	Removes decimal.
Tax ID mask	XXXXX${last}	Shows the last four-digits of the Tax ID.
Zip code	00000;;	Shows five-digit zip code.
Zip code + 4	00000-0000;	Shows five-digit zip code plus a specific delivery route.

 

Date formats

 

Format	Returns...
MM/dd/yyyy	04/05/2021
ddd, MMMM dd, YYYY	Mon, April 05, 2021
MMMM dd, yyyy	April 05, 2021
MM/dd/yyyy	04/05/2021
MM/dd	04/05
yyyy-MM-dd	2021-04-05
dd-MMM-yy	05-Apr-21
MM.dd.yy	04.05.21
MMM. dd, yy	Apr. 05, 21
dd MMMM, yyyy	05 April, 2021
MMMM, yy	April, 21
MMM-yy	Apr-21
MM/dd/yy H:mm tt	04/05/21 15:52 PM
MM/dd/yy H:mm:ss tt	04/05/21 15:52:51 PM
H:mm	15:52
H:mm:ss	15:52:51

 

Custom formats

Here are some additional options for formatting numbers, amounts, and percentages. 

 

Format	Returns...
0	123410
0.00	1234.10
#,##0	123,410
#,##0.00	1,234.10
#,##0 ;#,##0- ;	1,234.10;1,234.10-
#,##0 ;(#,##0) ;	1,234.10;(1,234.10)
$#,##0 ;$#,##0- ;	$1,234.10;$1,234.10-
$#,##0 ;($#,##0) ;	$123,410;($123,410)
$#,##0.00 ;$#,##0.00- ;	$1,234.10;$1,234.10-
$#,##0.00 ;($#,##0.00) ;	$1,234.10;($1,234.10)
0%	123410%
0.00%	12.3410%

 

 

Yes/No formats

Format a variable that uses a conditional statement to return true or false. 

 

Format	If the statement is true...
Yes/No	Yes
On/3/20/2019 16:33	On
True/False	True

 

202105, 2021Apr06

 

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