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Customize Existing Report Document




Most of the report templates used by the system are external files that you can customize based on your requirements. There are two methods to cutomize existing report as follows:

1. Customize both the report document and its datasources. See Attach Report Document to an App for details.

2. Customize the report document only. In this method, you are only customizing the layout of the report as discussed below.

Step-by-step instructions: In this sample we will modify the Request For Funding excel template. These steps are the same when you generate the report but instead of clicking the Ok button to generate the report, you click the View button and edit to report template.

1. Open the App where you generate the report. Ex: CM -> Systems -> GL System -> Reports -> Request For Funding with Check Printing

2. Under the Preview dropdown list, select and double-click the report template, as if you are going to generate the report, that you want to customize. A Report Setting pop-up window will appear and under the Report Template Path text box, it will show the full path of the template.

NOTE: If the report requires you to enter the needed parameters and retrieve the data using DTS, you must do so. In this sample you need to enter the Paramenters and Click DTS -> Get Checks for Funding to retrieve some records so that you can execute #2 above.

3. Click View button to open the report. Associated application must be installed on your machine to view and edit the report.

Another alternative for #1 and #2 steps above is to go directly to the ReportFiles folder using Windows Explorer and open the file you want to customize. In this case you can customize the template without going through the Report Setting tab window.

4. Customize the report and save it. It is recommended to save it into different file so you can use both the original and the new report template.

5. Close the file after editing. This is necessary to release the file from being exclusively opened and used by the application.

6. If you save the template to another file. Click Browse and the OpenFileDialog will be opened.

7. Search and select the new template file that you saved in #3 above.

8. Click Open. At this time the Report Template Path text box will be filled-up with the full path of the new template file.

9. Click Add button to add the new template to the list of Other Report Templates.

10. Click Set as Default (optional only) if you wish to make this as the default template.

If you save the report document or report template file on your local machine, you must give a copy to other users. It's recommended to save the new template file on the server's shared folder so that other users will automatically have access to the newly created report document.

NOTE: It is recommended to keep a backup of all your report templates. This can be done by copying the entire ReportFiles folder wich is usually located at C:\T10\ReportFiles.






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