Problem Making a Good Layout

[johnparecto]

I want to create a good report layout. I attached the date and the result I want to get.

My workflow won't help me get a good layout the one I want to show after I rendered it. It seems like the arrangement not working.

I want to create a PDF every transaction reference and followed by the details. What happen, transaction reference will appear on the top and the details below.

[rzdodson]

@johnparecto I'll be able to help out here, but a couple of questions for you:

1) What does the "Intermediary Bank" field in your third file (The Result I Want to Get) supposed to represent? I see Ordering Bank and Beneficiary Bank, but not an Intermediary Bank field.
2) There seems to be a reference to a third SWIFT BIC in your desired output, but there are two SWIFT BIC fields in the data set.

Overall comment I have is that you are going to want to create separate streams for each component (i.e. top header is a different format than the middle section), and then combine them together to create the final layout. From there, it'll be easy to then use that layout to set up the batch reporting you are looking for.

[johnparecto]

Hi, I want to layout each transaction under each transaction reference like below.

The two SWIFT BICs are for Debit party and Beneficiary bank.

In case no intermediary bank details, it should populate like "-" or just leave it blank.

[rzdodson]

@johnparecto thanks for the clarification. I'll get to working on this, and will circle back today when I produce a solution for you.

[johnparecto]

Thank you! Hoping you can help me.

[rzdodson]

@johnparecto sorry for the latent reply - this was a tall order. Let me know if this is what you are looking for, sir!

[johnparecto]

Thank you so much. Quite tedious but I will try my best to udernstand it. I appreciate it.

[rzdodson · Accepted solution]

You're welcome @johnparecto!

The Reporting tab is by far the most tedious of all. But, the good rule of thumb is that if it stretches across the screen and/or has multiple groups of data, it'll likely be its own section of tools.

Let me know if you have any questions at all, and I'll be happy to clarify what's going on.

In the interim, this helps @johnparecto please accept as a solution to help others who may be searching for a similar use case. :)