Getting started

Eugene Kuchynski — Thu, 22 Apr 2021 10:38:37 GMT

Current Revision posted to Wiki by Eugene Kuchynski on 4/22/2021 10:38:37 AM

All printing templates and custom reports can be found in the Reports and templates list, which can be opened from the Reports group of the navigation tree.

The list is categorized by report types. Invoice templates can be found under Invoice template category. Predefined templates (orange highlighting) cannot be edited, but they can be cloned and used as a base for creating customized templates. To do this:

Select any predefined template and click Clone on the toolbar. A new report will be created with the same name as selected report (copy word will be added at the end).
You will immediately see the designer for a cloned report.
Make necessary edits and click Save to save changes.
Close the designer, and double click on a report in the report list to generate it.

Tags: designer, custom reports

Getting started

Eugene Kuchynski — Wed, 17 Jul 2019 08:33:18 GMT

Revision 1 posted to Wiki by Eugene Kuchynski on 7/17/2019 8:33:18 AM

All printing templates and custom reports can be found in the Reports and templates list, which can be opened from the Reports group of the navigation tree.

The list is categorized by report types. Invoice templates can be found under Invoice template category. Predefined templates (blue highlighting) cannot be edited, but they can be cloned (Copy predefined report button) and used as a base for creating customized templates. To do this:

Select any predefined template and click Copy predefined report on the toolbar. A new report will be created with the same name as selected report, but a new row would not be highlighted with blue color.
Click Edit button. In the opened form, give another name to this template, to distinguish it in the list.
To launch template designer, click on the Show report designer button. Now, welcome to the next article, where you will get basic information about the designer.

Tags: designer, custom reports