Navigation:  Enterprise Forms Modules > Report Manager Module > Report Manager Settings > Custom Report Template

This screen provide users with the ability to design custom report layout instead of the standard table like grid layout.  Here users are able to apply rich text editing by using the full functionality from the provided rich text editor.

 

Report fields that are configured as displayable are tokens.  The list of available field tokens are displayed in the list bottom of the screen.  This list is based on the number of report fields that have been marked as displayable.  In addition there are a number of fixed fields such as Form Template ID, Instance ID etc., which have been added to provide additional flexibility.  These field tokens can be included in the custom report template and when the report is displayed, these tokens will be translated to the appropriate data values.

 

Fields that are of File type have two tokens.  Once for the its name and the other contain and affix "_LINK".  For example, if you have a file type field called Upload, then the system will automatically generate two tokens; [UPLOAD] and [UPLOAD_LINK].  When displayed, the [UPLOAD] token will be translated as a full HTML link with the HTML <a> tag included. whereas [UPLOAD_LINK] will only generate just the URL reference to the link.  The [UPLOAD_LINK] is use in cases where by you wish to display images in the report by using it with the HTML <img> tag to display the image inline in the report.  For example when <img src=[UPLOAD_LINK]>, this will automatically display the image when the report is generated.

 

When a custom report template is created for the first time, the system will automatically generate a default report template, this template should be modified and configured to your specific needs. At any time should you wish to bring back the default custom report template, simply click on the Generate Default Layout link button.

 

 

The above image shows the Listing Layout for the Edit Custom Report Template screen

 

 

The above image shows the Detail Layout for the Edit Custom Report Template screen

 

The above image shows a list of dynamic fields tokens available for the Report Template

 

 

Functionalities available within this screen include

 

• Edit Custom Report Template

 

 

Edit Custom Report Template

 

• Using the default template provided, design your own report template using the tokens available

• Click on the Update link button to apply changes

 

TIP:

The custom template is applied to each data row returned for the report.