The banded report designer no longer exists in xMatix. A record's printed document — an invoice, an order, a challan, a payslip — now comes from a print template, edited in a form-based template editor with a live preview, under Setup → Entities → the entity → Layouts (Type Print).
What changed
- No band-by-band drawing. A print template chooses which parts and fields print — letterhead, title, header facts, parties, line columns, charges, totals, GST summary, notes, sign-off — and one of four looks (Standard, Classic, Compact, Minimal). xMatix lays the page out the same way for every tenant.
- No separate data step. A template reads the record and its lines directly; you don't build a query in the report wizard first. The wizard now builds grid reports only.
- Your old designs were converted. Every Print and Preview button was moved to a template automatically. A design your organisation made became a template whose name ends in
_c. - PDF only. Documents print, preview and download as PDF.
- No Document Prints list. Print templates are listed with the entity's other layouts. An old link or bookmark to the Document Prints list now opens Reports.
- A document prints records, not parameters. A document report that only asked for parameters (such as a "bulk invoice print") has no template equivalent. To print many documents at once, select the records in a list and print them together.
- Not everything carried over. Converting an old design kept its fields, line columns, totals, amount in words, QR code and bank details. Free-standing static text and extra images were left out by design. The award certificate now prints its verification code as text instead of a QR link.
Where to go instead
| You want to… | Go to |
|---|---|
| Change what an invoice or order prints | Document prints — Steps 5 to 7 |
| Make a Print button print a particular format | Document prints — Step 8 |
| Build a table of records to read, filter and export | Create a report |
| Change how a report or statement looks as a PDF | Setup → Feature Hub → Platform → Report print templates |
| Print many records as one PDF | Document prints — Step 3 |
Common questions
My organisation had its own invoice design. Where is it now?
It became a print template of its own, named after the old design with _c at the end. You find it under Setup → Entities → Invoice → Layouts, as a row of Type Print, and the Print button that used the old design now prints it. Open it with Design to check it against a real invoice in the live preview. If a fixed line of text from your old design is missing, add it back as a note or a sign-off line, as described in Step 6 of Document prints. A template prints one logo, in the letterhead.
Can I still lay out a print exactly as I like?
No. A print template decides what prints and which part of the page it appears in, and xMatix lays the page out the same way for everyone. That keeps every document readable and consistent across paper sizes. You can still choose a look (Standard, Classic, Compact or Minimal), an accent colour, a text size, the logo position, the paper size and the copy labels. If you need a different arrangement for one kind of document, create a second template and offer both when printing (Step 9 of Document prints).