tologo Managing Custom Reports

Custom Reports settings

Custom reports can be created, edited and deleted via the Advanced settings window.

1. Click Advanced Settings in the Backstage view;

2. Click the Reports section to open the custom report management options.

 

Custom report options

The following options are available for custom reports:

  • The New\Edit\Delete buttons can be used to create\modify\delete the selected report.

  • The Edit Details button provides access to the Edit Custom Report window where you can change report name and description.

  • The Preview button opens the Preview window where you can see how the selected report would look on paper and print it if needed.

  • The Load and Save buttons will allow you to download new reports from .PX15 report files (importing) and save the existing reports to .PX15 files  (exporting).

 

_bm3 NOTE: The custom reports displayed in the Reports section of the Advanced settings window, are the ones currently integrated into the TO3000 3D database. The PX15 files are used solely for export-import purposes, thus deleting a PX15 file from C:\Users\Public\Documents\AIT\TO3000, Version 3D\Reports will not delete any of the reports in the database.

 

Exporting a custom report

To export a custom report, save the required report in a .PX15 file. This file can later be imported into another TO3000 3D+ database.

1. Select the required custom report in the list.

2. Click the Save button.

3. Specify the name and location for the PX15 file being saved.

 

Importing a custom report

You can import a custom report to your database from a PX15 file.

To import a custom report, use the PX15 file to load the required report.

1. Save the PX15 file being imported into the C:\Users\Public\Documents\AIT\TO3000, Version 3D\Reports\ folder.

2. Click the Load button.

3. Locate the PX15 file being imported, select it and click the Open button.

 

Editing a custom report

To make changes to a custom report, select this report in the list and click the Edit button. This button opens the FastReport window (report designer interface).

The FastReport designer is a complex tool intended for IT specialists. It requires some basic SQL and Delphi knowledge. A step-by-step creation of simpler reports is described in the Example: creating a report topic.

For detailed information, please visit the Fast Report Inc. web-site: http://www.fast-report.com

 

_bm2

 

See also:

Example: creating a report

Advanced Settings