Customizing Reports

Since the Reporting module is based on SQL Server Reporting, reports can be highly customized. In order to customize reports, an .rdl editor must be installed.

How can I customize a report or report template?

  1. Right-click on a defined report or report template and select Edit Report. The report will open in Microsoft SQL Report Builder. The report can be customized to suit your needs by changing parameters, images, styles, and other settings.

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    • You can test your report at any time by selecting Run in the top-left corner. This requires access to the Report Server, and thus will not work in hosted systems such as Therefore™ Online. For hosted systems, edit the report offline and then upload it using the Add Existing Report feature. This will only work when editing a defined report, not a template.

    • Any parameters used in the Therefore™ Solution Designer require the following prefix in the report definition:

      The_

      The parameters bound to category and workflow reports that are found in report templates are:

    The_Title

    The_Category

    The_WFProcessNo

    The_WFTaskName

    The_ReportStart

    The_ReportEnd

    The_Field_String_XXX

    The_Field_Date_XXX

    The_Field_Money_XXX

    The_Select_XXX

    • Non-Therefore category parameters from custom reports can be used. Valid data types that can be used within these parameters: string, integer, decimal, date, boolean.

  2. When you're finished editing the report, simply save it and close the Report Builder. The Therefore™ Solution Designer will detect the changes and a pop-up will be displayed where the changes can be confirmed and saved.