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Table of Contents

Custom report formats are used to present data in a PDF-style document. This can include shipping labels, driver manifests, reports, etc. Report formats are configured in a report layout using Active Reports, which is a tool that can sometimes require advanced scripting knowledge.  


Warning

If modifying an existing report, CXT Software recommends creating a copy of the report for modification, to ensure changes do not negatively impact a process used for operations (and the process can be reverted back to the last known working procedure quickly).


Go to Maintenance > Custom Report Formats.

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Field NameDescription
ID

Unique numerical ID

value for the Custom Report Format. Please note that CXT predefined Custom Procedures will be represented with a negative ID value

. 

Note

Standard CXT report formats have a negative ID. These report formats cannot be opened or deleted. They can only be copied.


DescriptionDescription or name of custom report format.

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How to Add a Custom Report Format

  1. Go to Maintenance > Custom Report Formats.
  2. Click the New button in the toolbar. 

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Alternate steps:

  1. Click the arrow next to the New button, or press the N key.
  2. Click Custom Report Format.

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How to Copy a Custom Report Format

  1. Go to Maintenance > Custom Report Formats.
  2. Right-click on the custom report format you would like to copy and select Copy.

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How to Edit a Custom Report Format

  1. Go to Maintenance > Custom Report Formats.
  2. Double-click or right-click and select Open on the custom report format you would like to edit.

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How to Delete a Custom Report Format

  1. Go to Maintenance > Custom Report Formats.
  2. Right-click on the custom report format you would like to delete and select Delete.
  3. Confirm by clicking Yes.

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Custom Report Format Form

Field NameDescription
Custom Format IDUnique numerical value for the Custom Report Format. Once this value is saved it A positive unique numerical ID that cannot be changed.
DescriptionDescription of Custom Report Formator name of custom report format.
Image 1Allows you to attach an image to a Customer Report Format if the value is set in the designer

Image used in custom report format.

Note

Images must be uploaded into X Dispatch. See Creating and Editing Images.


Image 2Allows you to attach an image to a Customer Report Format if the value is set in the designer.
Image 3Allows you to attach an image to a Customer Report Format if the value is set in the designer.
Edit Layout FormatOpens the designer where you can create a Custom Report Format/edit the layout of the custom report format.

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