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Customizing Reports

Last post 10-24-2007, 6:39 AM by Scott Isaacs. 5 replies.
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  •  10-23-2007, 6:53 AM 13526

    Customizing Reports

    Is it possible to customize report templates?  For example, we'd like to add a logo and some text to all reports, and possibly have other things added to the header/footer on certain reports.

    Thanks.

  •  10-23-2007, 1:44 PM 13541 in reply to 13526

    Re: Customizing Reports

    Hello Scott,

    We've integrated OnTime with a report designer by DataDynamics called ActiveReports. 

    There is some basic information on working with the Report Designer and scripting in our user's guide, which can be found here on our documentation page:
    http://www.axosoft.com/support/default.aspx?cn=sup_docs

    The best place for more detailed information is Data Dynamics' web site:
    http://www.datadynamics.com/Products/ProductMenu.aspx?Product=ARNET2

    One thing to keep in mind that may help, is that the scripting language is C#.  So for something like showing the current date in the footer you would do something like this:

    • Create a text box in the page footer
    • In the script view, select PageFooter in the Object dropdown, then select Format in the Event dropdown
    • Type in the following line of code:
      ((TextBox)rpt.Sections["PageFooter"].Controls["TextBox"]).Text = System.DateTime.Now.ToString();

    As far as formulas go, you can do certain summary functions on fields (look at the properties of a text box in the Summary section) when you use grouping.

    Let us know if you have any further questions. 


    Thank you,

    Tom Harder
    Axosoft Support
    support@axosoft.com
    1.800.653.0024 option 3
    --'Fear the Bug' Podcast--
  •  10-23-2007, 2:24 PM 13542 in reply to 13541

    Re: Customizing Reports

    Tom -

     I can see how to do that with reports that I am writing from scratch using the report designer.  However, I seem to be missing something when it comes to editing some of the canned reports that come with the system.  Unless I am missing something, I cannot edit them with the report designer.

    If I want the same report (Task list, for example) that already exists, but with customized headers/footers, etc., will I have to re-create the report in the designer?  Or am I missing a way to customize the report that come built-in?

  •  10-23-2007, 2:46 PM 13544 in reply to 13542

    Re: Customizing Reports

    Hello Scott,

    You should be able to select one of the built-in reports and make a copy of it which you can edit using the report designer.

    From the "Reports>Manage Reports" window, select one of the built-in reports.There's a toolbar button labeled "Make a copy of the selected report" which you can click to make a copy of the report.
     


    Thank you,

    Tom Harder
    Axosoft Support
    support@axosoft.com
    1.800.653.0024 option 3
    --'Fear the Bug' Podcast--
  •  10-23-2007, 5:35 PM 13548 in reply to 13544

    Re: Customizing Reports

    I've only been able to copy the report shortcut (or some similar wording).  The copy report button is inactive for me.

    I am running a trial version, but I thought all features were enabled for the trial period.  Am I wrong on that?

  •  10-24-2007, 6:39 AM 13556 in reply to 13548

    Re: Customizing Reports
    Update: Never mind.  Now that I'm back at the office "something" is different and it works as you've described.  Apparently I missed something before and wasn't doing what I thought I was doing.
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