Editing a Text Box

Editing a Text Box

Editing a Text Box

This guide provides a step-by-step approach to editing text boxes in Report Designer, making it an essential resource for anyone looking to enhance their reports visually. It covers key formatting options such as text styling, color choices, and border applications, allowing users to create a more polished and professional appearance. By following the instructions, users can easily customize their reports to better convey information and improve readability.


  1. Click "Process reports"

  1. For this example, we created th e process report "Quote_Textbox"

  1. Click "Design Report" to open Report Designer.

  1. Note: the Properties tab is selected in the upper-right area of the screen. We will see the change we make in the top bar, will be reflected under Properties, and vice versa.
    We will use "Billing Address" for this example. Double click this text box.

  1. This this example, let's type or paste the word "Customer's" before Billing Address.

  1. Click the large B icon to the text to bold font.

  1. Now, with the text box is still selected, let's go to the top to make change in the text. The user may click on bold or italics.
    The user may also click on the letter A with the colored underscore. This will drop down a menu of colors.

  1. In this example we will choose to color our text red.

  1. This icon will add color to our designated text box.

  1. For this exercise, let's choose a light yellow.
    Note: the chosen background color will also populate in the menu on the right, Under "BACKGROUND"

  1. Use these buttons to set the orientation of the text in the text box.

  1. To place a border around the text box (one 1 side, or all 4) Click the open fields under border. You can choose the type of border on each side. The field with the arrow that points left will apply the chosen border on the left side (only) of the text box.

  1. In this example, we'll choose a double border on the left side of the box.

  1. To apply a border to the other sides, click the "<Empty>" field next to each arrow and choose the desired border style.
    In this example, we'll assign a border to the right side of the text box.

  1. There is no requirement to select borders for all four (4) sides.
    Once the border is selected, the user may decide to experiment with other options as well.

16. It is recommended that the user click PREVIEW at the top of the screen to review. If you are pleased with your edit, click the SAVE icon (the floppy disk icon) to save your work.