1 8 5 0 G a t e w a y B u l e v a r d S u i t e 1 0 6 0 C n c r d, C A 9 4 5 2 0 T e l 9 2 5-681- 2 3 2 6 F a x 9 2 5-682- 2900 Reprt Custmizatin This curse cvers the prcess fr custmizing reprts using the SI 2015 Reprt Designer. Tpics include a detailed verview f the designer, its tls and interface elements, adding fields t reprts, inserting images, mdifying header and fters in reprts, creating and using sub-reprts as well as creating a cmbined reprt. Curse Outline Reprt Designer Tur New Reprt Wizard Reprt Structure Review Design interface Review Reprt Mdificatin Lab Exercise #1 Mdify the Cver Page Lab Exercise #2 Create a Custm Cntract Lab Exercise #3 Using Sub-reprts Ntes Cpyright 2016 D-Tls Inc. SI Manual - Reprt Custmizatin - 288
1 8 5 0 G a t e w a y B u l e v a r d S u i t e 1 0 6 0 C n c r d, C A 9 4 5 2 0 T e l 9 2 5-681- 2 3 2 6 F a x 9 2 5-682- 2900 Reprt Designer Tur New Reprt Wizard This sectin explres the Reprt Designer Interface and the prcess t create a new custm reprt. Creating a New Custm Reprt 1. Frm the Start Menu select Reprts Standard Reprt Designer. a. (Als available frm the Manage Reprts interface). b. The Order Reprt Designer prvides the ability t custmize task and service rder reprts. c. In rder t use the Reprt Designer yu must be granted the permissin t custmize reprts frm yur D-Tls Administratr. 2. This pens the Reprt Designer interface. Frm here we can either create a new custm reprt r edit ur existing custm reprts. Nte: Standard D-Tls reprts cannt be mdified (edited); we must create a cpy f the standard reprt and mdify it. 3. Nw that the designer is pen, create a new reprt by chsing File New Reprt 4. Yu can als use the New reprt icn n the tlbar. New Reprt Wizard Step 1 - New r Based n Existing 1. Determine if the reprt will be created frm the grund up r based n an existing reprt. a. Based n Existing This allws yu t create a cpy f an existing reprt and mdify it fr yur specific needs. This is the recmmended methd f custmizatin b. New Reprt this allws yu t create a brand new reprt frm scratch 2. Fr ur training purpses in this curse we are ging t always create reprts based n existing reprts - which is what we always recmmend ding anyhw. 3. Select New Reprt Based n Existing Reprt and Click Next Ntes Cpyright 2016 D-Tls Inc. SI Manual - Reprt Custmizatin - 289
1 8 5 0 G a t e w a y B u l e v a r d S u i t e 1 0 6 0 C n c r d, C A 9 4 5 2 0 T e l 9 2 5-681- 2 3 2 6 F a x 9 2 5-682- 2900 New Reprt Wizard Step 2 Select Reprt Template Since we have chsen t create a new reprt based n an existing reprt, this step is where we need t select which existing reprt t cpy. 1. Select Prpsal w/ Graphics frm the Reprts list 2. Click Next New Reprt Wizard Step 3 Define the Reprt 1. Name the Reprt (Required) a. Tip: Name yur custm reprts cnsistently s they are easily fund in the Reprts list. 2. Name the reprt Custm Prpsal 3. Set the Descriptin (Optinal) 4. Set the Categry: Sets the reprt categry where the reprt is gruped fr selecting reprts t run. This categry can be mdified later as well in Reprt Management. 5. Assign the Categry as Client Reprts 6. Select a Data Surce: there is always nly ne chice s d nt wrry abut this. 7. This is a Sub-reprt Checkbx: D nt check this ff a. All reprts can be a sub-reprt f anther reprt. b. A sub-reprt is run alng with a main reprt it is attached t. c. Marking a reprt as a sub-reprt makes it s it des nt appear in the main reprts list. d. Examples f sub-reprts will be shwn later in the curse. 8. Change Order Checkbx: D nt check this ff a. When this flag is checked, the reprt being created will nly be visible in the Change Order list f reprts lcated in the Prject Cmpare Editr. It will nt be used fr regular reprting. 9. Include Optins & Alternates: If this is checked, ptins and alternate items will be included in the reprt. If the reprt has the necessary script t identify them as ptins and alternates (such as with all f the latest stck D-Tls reprts shipped with SI 2015) they will shw up that way. Otherwise (such as with legacy reprts), they will shw up as regular items! On legacy reprts yu wuld want t leave this unchecked s thse types f items are excluded. 10. Click Next Ntes Cpyright 2016 D-Tls Inc. SI Manual - Reprt Custmizatin - 290
1 8 5 0 G a t e w a y B u l e v a r d S u i t e 1 0 6 0 C n c r d, C A 9 4 5 2 0 T e l 9 2 5-681- 2 3 2 6 F a x 9 2 5-682- 2900 New Reprt Wizard Step 4 Page Settings In this step we define page specific settings: Page Orientatin (Prtrait r Landscape) Paper Size (Leave as 8.5x11) Page Margins Nte: It is imprtant t nte that changing these settings DO NOT have a direct effect n the layut f the reprt in the designer. Changing the rientatin r the margins will nt autmatically affect the Width f the reprt. By default, all standard reprts (Letter paper size) that have the rientatin set t Prtrait have margins f 0.5 inches and a reprt canvas width f 7.5 inches. Changing the left and right margins will nt autmatically change the width f the reprt canvas. Fr example if yu make the margins wider this will require significant reprt design effrt t mve the varius data fields t fit n a smaller page size. New Reprt Wizard Step 5 Gruping/Srting/Filtering In this step we determine if a reprt shuld supprt Gruping, Srting, r Filtering. These settings determine cntrl hw reprt definitins can be created. 1. Supprt Srting: Determines whether the reprt srting tab is available when creating reprt definitins in the Reprting Center. a. Srting is nt used in prpsal reprts. The rder f items is determined by item level gruping later in the wizard. 2. Supprt Dynamic Gruping: Determines whether the reprt will use reprt definitins r nt. a. When checked, reprt definitins will be available as will the use f dynamic gruping ptins fr thse definitins. 3. Supprt Filtering: Determines whether the user will be able t Run Reprt With Filters 4. Assigned Prperties: These fields are available t be used fr gruping, srting r filtering. 5. Available Prperties: These fields have nt yet been assigned t the reprt t be used as a gruping, filtering r srting field. Ntes Cpyright 2016 D-Tls Inc. SI Manual - Reprt Custmizatin - 291
1 8 5 0 G a t e w a y B u l e v a r d S u i t e 1 0 6 0 C n c r d, C A 9 4 5 2 0 T e l 9 2 5-681- 2 3 2 6 F a x 9 2 5-682- 2900 New Reprt Wizard Step 6 Required Grupings In this step we determine if a reprt needs t have any Required Grupings. Sme reprts require that data be gruped in a specific manner in rder t generate the desired results. Setting the required grupings accmmdates this necessity. Example: In the case f the Prpsal Reprts, regardless f hw the items are dynamically gruped at run time (the Reprt Definitin), in rder fr the reprt t aggregate prperly, the items must be gruped (ascending srt) by Manufacturer, Mdel and ItemHash. Gruping by Manufacturer and Mdel gets the like items in rder tgether; the ItemHash prperty differs n like items when the child items (items in a package r accessries f an equipment item) f the like items are different. D nt change these required grupings n the prpsal reprts therwise yu will nt be able t shw the details f a package r the accessry details f a parent prduct. New Reprt Wizard Step 7 Required Srts In this step we determine if a reprt needs t have any Required Srts. If the items in a reprt must always be rdered in a specific way, the user can define a Required Srt. This wrks well fr items that are nt already using required grupings. Nte: Required Srts d nt wrk well n the prpsal reprts they are best used n reprts that are nt gruping and aggregating the data as heavily as the prpsal reprts are. The items in a prpsal are always srted by Manufacturer, Mdel and ItemHash this any srting yu d happens after these required grupings and typically has little r n effect. Details regarding this reasning: Required Srts can have minimal effects n the rdering f items depending n a number f things. Fr example, in a Prpsal, the sectin that represents the details f prpsal is actually a grup header sectin that is tied t the ItemHash data field. This allws the reprt engine t aggregate items (sum the quantity f each item and create a single entry in the reprt). Since n actual detail recrds are being shwn, a required Srt will have n effect n the presentatin f the data. Ntes Cpyright 2016 D-Tls Inc. SI Manual - Reprt Custmizatin - 292
1 8 5 0 G a t e w a y B u l e v a r d S u i t e 1 0 6 0 C n c r d, C A 9 4 5 2 0 T e l 9 2 5-681- 2 3 2 6 F a x 9 2 5-682- 2900 New Reprt Wizard Step 8 Defining Reprt Parameters Reprt Parameters allw fr mre cmplex cntrl ver the reprts behavir. Many f the D-Tls prpsal reprts have parameters built in t them that we can use t pre-set ur preferences fr the reprt s display ptins. In this step we can predefine the parameters fr the reprt template. While parameters are named and defined at this pint, simply defining a parameter des nt mean that it has any effect n the behavir f reprt. In rder fr these parameters t run, there needs t be entry made int the actual script (cde) fr the reprt. This is a very advanced feature set and will nt be cvered in this curse. Parameters have the fllwing parts: 1. Name - a shrt string used as the key) 2. Descriptin User prmpt displayed in the Reprt Definitin UI. 3. DataType The value type f the parameter (String, Duble, Integer, Blean) 4. Valid Values Values that the user can select frm in the UI. 5. Default Value The value selected by default in the UI if nt previusly set. In rder t create and use paramaters yu need t define the parameter here, and then reference the value f the parameter in the script, where yu will write a script t tell the reprt what t d based n the value f the parameter. New Reprt Wizard Step 9 Review and Save 1. Review the Reprt settings and Click Finish 2. This pens the reprt fr editing in the Reprt Designer Ntes Cpyright 2016 D-Tls Inc. SI Manual - Reprt Custmizatin - 293
Reprt Structure Review 1 8 5 0 G a t e w a y B u l e v a r d S u i t e 1 0 6 0 C n c r d, C A 9 4 5 2 0 T e l 9 2 5-681- 2 3 2 6 F a x 9 2 5-682- 2900 Main Reprt All cmpnents f a reprt are children f the main reprt. Beynd the child cmpnents (Sectins, Fields, Sub-reprts) and their specific prperties, the reprt itself has a number f prperties that may be set. By selecting the Reprt prperty in the Reprt Explrer yu are presented with the Reprt s prperties in the Prperties windw. Sectins The reprt is made up f varius different types f sectins that behave differently and allw the reprt t display the data in predictable ways. The rder f the sectins in the reprt affects the way the reprt s data is gruped and displayed. Ntes Cpyright 2016 D-Tls Inc. SI Manual - Reprt Custmizatin - 294
Detail Sectin 1 8 5 0 G a t e w a y B u l e v a r d S u i t e 1 0 6 0 C n c r d, C A 9 4 5 2 0 T e l 9 2 5-681- 2 3 2 6 F a x 9 2 5-682- 2900 This is the nly sectin that is required fr a reprt (yu can hide it but it cannt be deleted). As stated abve, this sectin represents a single recrd in the reprts data and will repeat fr every instance f any recrd. (Quantities will nt aggregate here). Every item in the reprt will get its wn line in the reprt utput. This is why the details sectin is nt used in the prpsal reprts. Detail sectins are used fr reprts such as a wire r equipment checklist where each item is displayed n its wn line. Reprt Header and Fter The reprt header and fter sectins will print nce per reprt. The header will be the first sectin rendered fr the reprt and the fter will be the last sectin. If yu want smething always at the very beginning (Cver Page) r at the very end, use a reprt header and fter. Page Header and Fter The page header and fter sectins will print nce per page. The page header will always be the very first sectin rendered t a page in the reprt and the page fter will be the very last sectin rendered at the bttm f the page in a reprt. Grup Header and Fter The Grup header and fter sectins represent the mst pwerful sectins in the reprt. Grup sectins allw users t aggregate data int subttals, cunts, etc. Every Grup Header in a reprt has a prperty called a DataField. This prperty is set t the field in the data set the reprt is iterating ver. Every time the value changes in this field, a new instance f the reprt grup is created. Example: If the grup is set t Lcatin, the data recrds are first srted by lcatin and then a new grup entry is created each time the lcatin changes. S when the reprt generates we will have ur data recrds gruped tgether int Lcatin specific grups. Ntes Cpyright 2016 D-Tls Inc. SI Manual - Reprt Custmizatin - 295
Dynamic Grup Header and Fter 1 8 5 0 G a t e w a y B u l e v a r d S u i t e 1 0 6 0 C n c r d, C A 9 4 5 2 0 T e l 9 2 5-681- 2 3 2 6 F a x 9 2 5-682- 2900 The Dynamic Grup header and fter sectins are bund t the fields selected in the specific reprt definitin. If Dynamic Gruping has been enabled, the reprt allws the user t create dynamic grup settings in the reprt s definitin and cntrl hw the reprt data is gruped and displayed. This gives yu the effect f a grup header sectin described abve, but the DataField prperty is dynamically set via the reprt s definitin. Reprt Explrer The Reprt Explrer gives us a rad map fr the reprt we are editing. It shws all f the varius sectins in the reprt as well as the varius cntrls in each sectin. Selecting a cntrl r sectin in the Reprt Explrer selects that cntrl r sectin in the reprt designer and will als bring up the prperties fr that bject in the Prperties windw. Data Explrer The Data Explrer gives us a rad map fr the data fields available t us frm the D-Tls Prject XML file. The data in the Data Explrer is gruped in sectins as it is rganized in the XML File. This is where we can find database fields fr use in the reprt design. dtr:dtlsreprt this sectin hlds all f the infrmatin available fr the reprt. It has tw sub elements: dtr:reprtcriteria this stres all f the data entered fr the reprt in the reprt creatin wizard that guides hw it will be run. We d nt use this infrmatin here. dtr:prject This stres all f the Prject related data that we may want t use in custmizing ur reprt. This is used t find the specific data fields that can be used in the reprt design. Ntes Cpyright 2016 D-Tls Inc. SI Manual - Reprt Custmizatin - 296
Design Interface Review 1 8 5 0 G a t e w a y B u l e v a r d S u i t e 1 0 6 0 C n c r d, C A 9 4 5 2 0 T e l 9 2 5-681- 2 3 2 6 F a x 9 2 5-682- 2900 File Menu New Open Open Existing Reprt (Already Published) Open Unpublished Reprt (Nt Published Yet) Edit D-Tls Reprt Infrmatin: Takes yu back t the Reprt Wizard t make changes t the setup Edit Reprt Definitins: This allws yu t create/ edit Reprt Definitins fr the reprt Preview: Previews the reprt in the designer using a sample prject pre-laded int the designer. Previews use the Default Definitin as its basis fr generating the sample. Save Fr Later: Saves a draft (unpublished reprt) Publish Reprt: publishes the reprt t be used in reprting Publish and Exprt t the Server: This exprts the reprt t the server fr ther users t imprt and als fr the reprt t be backed up. Exit Edit Menu Und & Red Cut, Cpy, Paste & Delete Select All Tlbar File Menu Optins Edit menu Optins Zm In & Zm Out Frmatting Tls Text Alignment Tls Object Alignment Tls Ntes Cpyright 2016 D-Tls Inc. SI Manual - Reprt Custmizatin - 297
Reprt Designer Tlbx 1 8 5 0 G a t e w a y B u l e v a r d S u i t e 1 0 6 0 C n c r d, C A 9 4 5 2 0 T e l 9 2 5-681- 2 3 2 6 F a x 9 2 5-682- 2900 There are varius types f cntrls that can be added t a reprt. Cntrls are the elements used in the reprt t display infrmatin, whether it is a picture, static text r a data field, they are all represented n the reprt using ne f the Reprt Cntrls. In this curse we highlight the main cntrls typically used in D-Tls reprts. Text Bx - The Textbx cntrl is the primary cntrl used t represent Prject Data in a reprt. Label This cntrl is used t display fixed Text Rich Text Bx This cntrl can be used t lad text frm a Rich Text File Picture This cntrl stres a picture laded frm a file Line This allws yu t draw a line Page Break This allws yu t insert and frce a page break Sub-reprt - This allws yu t bind any reprt marked as a Sub-reprt int the main reprt. Crss Sectin line: Allws fr a line t be drawn that crsses thrugh the varius sectins f the reprt, example: t have a line run dwn the side f every page regardless f which sectins print n that page. Crss Sectin bx: Allws fr a bx t be drawn that crsses thrugh the varius sectins f the reprt, example: t have a bx run dwn the side f every page regardless f which sectins print n that page. Nte: Each f these tls will be demnstrated later in the curse when we mdify a reprt. Design & Script Views The Design Tab is the tab that displays the graphical reprt layut and editing screen. The script tab cnsists f the Visual Basic cde that gverns many f the internal functinalities f the reprts and the reprt s parameters. Many times, changes t the behavir f the reprt can nly be made by mdifying the script. This type f mdificatin is nt cvered in this curse. Ntes Cpyright 2016 D-Tls Inc. SI Manual - Reprt Custmizatin - 298
1 8 5 0 G a t e w a y B u l e v a r d S u i t e 1 0 6 0 C n c r d, C A 9 4 5 2 0 T e l 9 2 5-681- 2 3 2 6 F a x 9 2 5-682- 2900 Reprt Mdificatin Exercises Lab Exercise #1 Mdify the Cver Page This lab fcuses n mdifying the cver page that is included with the Prpsal reprt. Mdificatin #1 Increase the Size f the Cver Page Canvas 1. Preview the reprt as it is right nw 2. Ntice that the Cmpany Name & Address appear very high n the page. a. We are ging t make them appear further dwn tward the bttm f the page. 3. In the Reprt Header1 Sectin f the reprt (this is the part string the cver page elements) lcate the Cmpany Name and Address Fields at the bttm f the sectin. 4. At the bttm f the sectin yu can see that the sectin is nly 7.5 inches in height. We want t make it 8.5 inches high. 5. Hver the muse ver the sectin divider and mve the sectin dwn until it is next t the 8.5 inch mark n the ruler. a. Nte: If we g t far dwn the Reprt Header will span tw pages (which we d nt want). Yu have t take int accunt the page header and page fter as well as any fields that grw in size such as the addresses. 6. Exact sectin height mdificatins can be made using the prperties windw. a. Select the Reprt header frame at the tp f the sectin (where it says ReprtHeader1 ) b. Lk at the prperties bx which nw shws the sectin s prperties. c. Mdify the height prperty = 8.5 7. Select bth the Cmpany name and address fields and mve them dwn the page. 8. Click Preview t shw that the nw appear further dwn n the Cver Page. 9. Preview the reprt t see hw it lks Ntes Cpyright 2016 D-Tls Inc. SI Manual - Reprt Custmizatin - 299
1 8 5 0 G a t e w a y B u l e v a r d S u i t e 1 0 6 0 C n c r d, C A 9 4 5 2 0 T e l 9 2 5-681- 2 3 2 6 F a x 9 2 5-682- 2900 Mdificatin #2 Text and Field Mdificatins 1. Select the Prject Name Field 2. On the Tlbar, change the Fnt size t be = 18 3. Using the Prperties windw, n the size prperty, make the height = 0.25 4. Select the Prject Cmpany Field (This is the Client Name frm the prject) 5. On the Tlbar, change the Fnt size t be = 12 6. Using the Prperties windw, n the size prperty, make the height = 0.25 7. Select the Prject Address Field 8. On the Tlbar, change the Fnt size t be = 12 9. Using the Prperties windw, n the size prperty, make the height = 0.25 10. Select the Cmpany Name Field 11. On the Tlbar, change the Fnt size t be = 12 12. Using the Prperties windw, n the size prperty, make the height = 0.25 13. Preview the reprt t see hw it lks Nte: T resize text bxes yu can als manually resize them I have fund that using precise sizes via the prperties is easiest t ensure cnsistency in yur reprts. Mdificatin #3 Mdify Existing Pictures The lg n the Cver Page is pulling the lg upladed t D-Tls during Setup. The large picture n the Cver Page is pulling frm a picture yu define in the reprt settings. Smetimes these pictures d nt appear large enugh r appear skewed due t aspect ratis, etc. S we want t be able t resize them apprpriately. 1. Select the picture and resize it using yur cursr. 2. OR resize it using specific dimensins in the prperties windw. 3. Preview the reprt t see the result f yur mdificatin 4. Tweak as needed! Ntes Cpyright 2016 D-Tls Inc. SI Manual - Reprt Custmizatin - 300
Mdificatin #4 Insert New Pictures 1 8 5 0 G a t e w a y B u l e v a r d S u i t e 1 0 6 0 C n c r d, C A 9 4 5 2 0 T e l 9 2 5-681- 2 3 2 6 F a x 9 2 5-682- 2900 Smetimes yu want t add additinal lgs n yur cver page, perhaps a trade assciatin lg, r ther affiliatins that distinguish yu. We can insert new pictures int the reprts pretty easily. 1. Frm the reprts tlbx select a picture cntrl and drag it ut nt the page. Psitin it where yu will want it t g (apprximately). 2. In the Prperties windw find the Image Prperty 3. Select the Prperty and click n the little grey buttn t the right f it. 4. This pens a brwse dialg bx. Brwse ut and select yur picture and click Open t insert the image int the reprt. 5. Resize the image t make it appear larger n the page. 6. There are a few prperties fr images yu will want t knw abut in rder t have yur image appear crrectly n screen. 7. With yur picture cntrl selected, lk at the prperties bx: a. Picture Alignment: Yu can chse hw yu want yur picture aligned in the bx. b. Size Mde: There are three size mdes yu can chse frm, the mst cmmn is Zm as it zms ut s the picture cnsumes the entire picture bx. Mdificatin #5 Insert a Data Field This sectin demnstrates the prcess fr inserting a text field int the reprt s that it will generate data frm the D-Tls prject. There are tw main methds t add a data field t the reprt. Methd #1 Drag and Drp 1. Navigate t the Data Explrer this is where available data fields are lcated 2. Expand the tree and brwse t the dtr: Prject list and expand it 3. Select the field: dtr:prjectnumber and drag it n t the reprt 4. Once it is n the reprt yu may want t edit the Text Prperty field s yu knw what data that bx represents. 5. Select the text bx, g t Prperties and find the Text prperty. Type in Prject Number 6. Nw frmat the fnt size = 8 and mve the shape int psitin n the Cver Page. Ntes Cpyright 2016 D-Tls Inc. SI Manual - Reprt Custmizatin - 301
Methd #2 Data Field Insertin 1 8 5 0 G a t e w a y B u l e v a r d S u i t e 1 0 6 0 C n c r d, C A 9 4 5 2 0 T e l 9 2 5-681- 2 3 2 6 F a x 9 2 5-682- 2900 1. Add a Textbx Cntrl n t the reprt 2. Navigate t the Data Explrer 3. Expend the tree and brwse t the dtr: Prject list and expand it 4. Select the field: dtr:prjectnumber 5. Right Click and select Cpy Data Field 6. Nw select yur Textbx cntrl n the reprt and navigate t its Prperties windw 7. Find the DataField Prperty bx 8. Paste the cpied Data Field frm the Data Explrer int the Data Field prperty bx 9. Nw find the Text prperty bx and name the bx Prject Number Publish the Reprt Publishing the reprt allws it t be run against a D-Tls prject frm the reprting interface. A reprt cannt be used fr prject reprting until it has been published. If yu save and clse the designer withut publishing, yur reprt will be listed under the Unpublished Reprts list in the reprt designer. 1. Click n the Publish Icn r use File Publish Reprt 2. When prmpted t clse the Designer and return t the Reprting Center, Select Yes" Publish the Reprt, Exprt t Server This ptin publishes a cpy f the reprt t the lcatin yu have defined in yur reprt settings. This allws fr ther users t easily imprt the reprt t their lcal D-Tls installatin and als includes the reprts in the D-Tls backups. Ntes Cpyright 2016 D-Tls Inc. SI Manual - Reprt Custmizatin - 302
Lab Exercise #2 Create a Custm Cntract 1 8 5 0 G a t e w a y B u l e v a r d S u i t e 1 0 6 0 C n c r d, C A 9 4 5 2 0 T e l 9 2 5-681- 2 3 2 6 F a x 9 2 5-682- 2900 In this exercise we build a custm cntract based n the existing D-Tls cntract reprt. Mdificatin #1 Create the New Cntract Reprt 1. Click the New Reprt icn n the Reprt Designer Tlbar. This pens the New Reprt Wizard 2. Click t create a reprt based n an existing reprt. 3. Select Cntract frm the list and click Next 4. Name it Training Cntract 5. Set Categry = Client Reprts and Click Next 6. We can just click thrugh the remaining ptins in this wizard because we are nt changing any f the settings we are nly ging t change the cntent f the reprt t include ur terms and cnditins. 7. Finish the Wizard at the last step by clicking Finish 8. The reprt nw pens fr editing Mdificatin #2 Insert New Reprt Text Fr the new reprt's terms and cnditins we are ging t use a Rich Text bx Cntrl. This will allw us t insert the text directly frm a Rich Text wrd dcument. The Cntract is split up int tw sectins, ne blck f text shws up prir t the Payment details and the ther blck shws up after the payment details. 1. Select the first Rich Text bx at the tp f the Details Sectin 2. Right Click and select Lad File 3. This brings up a file selectin dialg bx. Brwse ut and select the Cntract Sectin A.rtf file that has been included with yur training materials. 4. Click Open t imprt the text 5. Repeat this step fr Sectin B using Cntract Sectin B.rtf wrd file. 6. Preview the reprt t shw that the new test has been imprted int Sectins A and B 7. Ntice that the Payment schedule is brken in half and part f it appears at the bttm f page ne Ntes Cpyright 2016 D-Tls Inc. SI Manual - Reprt Custmizatin - 303
1 8 5 0 G a t e w a y B u l e v a r d S u i t e 1 0 6 0 C n c r d, C A 9 4 5 2 0 T e l 9 2 5-681- 2 3 2 6 F a x 9 2 5-682- 2900 8. In rder t keep this frm happening we can use a Page Break cntrl t frce a page break prir t the payment schedule in the reprt. 9. Frm the Reprt Cntrl tlbx, drag a page break cntrl nt the reprt and place it in between the tw sub reprts. 10. Nw preview the reprt and verify that the reprt breaks pages befre the Payment schedule runs 11. On Page #3 at the bttm f the cntract, ntice that just a few lines f the reprt did nt make it nt page #2. 12. Mve the signature lines clser tgether in rder t make the cntract fit n tw pages. 13. Publish the reprt Lab Exercise #3 Create a Cmbined Reprt In this exercise we will build a cmbined reprt, adding the cntract t the end f the Prpsal. Mdificatin #1 Create the Cntract as a Sub-reprt Adding the cntract as a sub-reprt t the prpsal is nt as imprtant as it used t be in prir versin f D-Tls nw that we can cmbine reprt grups int ne pdf. I still think it is a valuable exercise as it teaches yu the interactin between main reprt and sub-reprt in a straight frward manner. 1. Click the New Reprt icn n the Reprt Designer Tlbar t pen the Reprt Creatin Wizard 2. Click t create a reprt based n an existing reprt. 3. Select Training Cntract frm the list and click Next 4. Name it Training Cntract-Sub-reprt 5. Check ff the Bx fr This is a Sub-reprt 6. We can just click thrugh the remaining ptins in this wizard because we are nt changing any f the settings ur nly bjective fr this step is t recreate the cntract as a sub-reprt 7. Finish the Wizard at the last step by clicking Finish 8. The reprt nw pens fr editing Ntes Cpyright 2016 D-Tls Inc. SI Manual - Reprt Custmizatin - 304
1 8 5 0 G a t e w a y B u l e v a r d S u i t e 1 0 6 0 C n c r d, C A 9 4 5 2 0 T e l 9 2 5-681- 2 3 2 6 F a x 9 2 5-682- 2900 Mdificatin #2 Custmize the Cntract t be used as a Sub-reprt Since the reprt is ging t be used nly as a Sub-reprt, there are changes we can make s that it will wrk prperly when inserted int anther reprt as a Sub-reprt. When using Sub-reprts, the Page Header/Fter are ignred frm the Sub-reprt and nly the page header/fters frm the main reprt are used. S in this case we can d ne f tw things with ur Page Header Sectins: We can make them invisible r we can delete them frm the reprt. Making them invisible allws yu t use them again in the future withut recreating. 1. Select the Page Header sectin 2. In the Prperties windw, find the Visible prperty 3. Set Visible Prperty in the Prperties windw t False 4. D the same fr the Page Fter. 5. Nw we need t mdify the Grup Header sectin. It currently has the cmpany lg and all prject infrmatin displaying. Since this infrmatin is already shwing n the frnt page f the Prpsal we can remve it frm ur Sub-reprt 6. We will g ahead and make this invisible as well. Set the visible prperty = false. Yu can cllapse it s that we d nt have t lk at it while designing. 7. Nw we want t insert a new grup header t stre sme header text fr the cntract. 8. Right Click n The GrupHeader1 sectin and chse Insert Grup Header/ Fter. 9. In the new Grup Header Sectin add a Label cntrl 10. Select the Label and g t its Prperties windw 11. Set the Text Prperty t Prject Cntract Terms by typing it int the 'Text' Prperty 12. Frmat the Label field t be Size = 14 and Bld 13. Nw we need t change its lcatin and size as apprpriate. Mve it int a psitin yu prefer. 14. We als inserted a Grup Fter alng with the header (they g hand in hand). Set its visible prperty = false. 15. Nw the reprt is ready t be inserted as a Sub-reprt t the main reprt we created earlier 16. Publish the reprt Ntes Cpyright 2016 D-Tls Inc. SI Manual - Reprt Custmizatin - 305
1 8 5 0 G a t e w a y B u l e v a r d S u i t e 1 0 6 0 C n c r d, C A 9 4 5 2 0 T e l 9 2 5-681- 2 3 2 6 F a x 9 2 5-682- 2900 Mdificatin #3 Create the Cmbined Reprt 1. Frm the Tlbar in the Reprt Designer, click Open Existing Reprt. 2. Frm the list, chse the Prpsal frm earlier and click OK. 3. Nw that we have the reprt pen fr editing, we can make a few mdificatins t prepare fr the Cntract t be inserted. 4. In the grpsummarydetail sectin at the bttm f the reprt we can delete the signature infrmatin (because this infrmatin is already included in ur cntract). Nte: yu culd als make it invisible. 5. Select all f the signature infrmatin and delete them frm the reprt. 6. Nw we need t add a page break cntrl n t the page after the Prject Summary Sub-reprt - this will insert a new page befre ur cntract is displayed s that it starts at the tp f its wn page after the prject pricing summary. 7. Drag a Page Break ut n the page and place it beneath the Prject Summary Sub-reprt. 8. Drag a Sub-reprt cntrl nt the reprt. It appears large by default we will resize. 9. Select the Sub-reprt cntrl. 10. In the Prperties windw find the Size Field -- Set the Size t 7.5, 0.25 in (7.5 width, 0.25 height). 11. Mve the new subreprt s that it is underneath the page break cntrl we inserted earlier. 12. Reduce the height f the grpsummarydetail sectin by dragging frm the bttm f the sectin. 13. Select and Right Click n the Sub-reprt. 14. Select the ptin Bind t D-Tls Reprt. 15. Select the Training Cntract Sub-reprt and Click OK. 16. Nw preview the reprt. Nte: It may take sme fine tuning t get yur Sub-reprt created in just the right way s that the page breaks wrk prperly when it is inserted t the main reprt. In rder t d this yu will need t edit the Sub-reprt and publish it, its reference t the main reprt will persist, and yu d nt need t keep binding the reprt each time. Ntes Cpyright 2016 D-Tls Inc. SI Manual - Reprt Custmizatin - 306