Customize the appearance of reports using the report designer, and create your own custom report templates from scratch.
You can create your own report templates using the Report Designer
by clicking New
or you can select an existing custom report to edit.
Custom report templates display information in a table format, allowing you to choose the columns that will be shown.
Currently custom report templates are only supported for specification reports, but other report types will be supported in the future.
A preview of the report is shown on the right, to give you an idea of what it will look like.
The red line on the far right side of the report preview indicates the cutoff point for standard 8.5" x 11" document size.
Note this may not be relevant for reports that are exported to Excel format, but is more applicable for reports that will be printed onto paper.
The ability to select a custom document size will be added in the future.
The report Name
will show up in the header at the top of the report, and will be used
as the file name when downloading the report document.
Columns and Cells
Click on Add Cell
to add a new column
to the report table.
You can edit an existing cell (column) by clicking on it in the table in the report preview on the right.
This will show the Cell edit panel on the left, where you can edit various aspects of the cell.
The term Cell is used instead of Column because of the ability to transform a column into a row that spans all columns.
You can add multiple fields to a single cell by clicking Add Field
in the Cell edit panel on the left.
When a cell is displaying multiple fields, then you can choose how those fields are separated, eg. by a comma, new line, etc.
You can choose the exact width
of the cell using the slider or by entering the width in inches.
Scroll down on the settings panel on the left to find the Row Grouping options.
This allows you to split the rows of the report table into sections based on the Group By
field that you select.
For example if you were to select Spec Type as the field to group by,
then all Fabric specifications will be grouped together in their own section, and the same for every other specification type.
Note that within the groupings, specifications are ordered by their Code by default.
You can add multiple row groupings, and the rows of the report will be grouped in a hierarchically based on the order in which you add the groupings.
Full Page Spec Report
You can change the sort order for specifications on the Full Page Spec report.
Spec Code is the default sort order, which simply orders the specifications alphabetically by their Code.
Hierarchy starts by ordering top level specifications by code
(specifications that are not linked to other specifications), but then
injects any linked specifications directly below their parent specification.
For example, if you have a chair specification with a fabric specification linked to it,
then the fabric specification will show up directly after the chair specification, regardless of it's code.