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Custom report formats are used to display information from the database in a more appealing format. This can include shipping labels, driver manifests, reports, etc. Custom report formats can be designed from the ground up or created by copying and editing an existing report using ActiveReports.  

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Go to MaintenanceCustom Report Formats.Image Removed

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Field Name

Description

ID

Unique numerical ID. 

Note

Standard CXT report formats have a negative ID. These report formats cannot be opened or deleted. They can only be copied. Standard CXT report formats can be downloaded from the Advanced Find Service.

Description

Description or name of custom report format.

How to Add a New Blank Custom Report Format

  1. Go

    to Maintenance 

    to Maintenance > Custom Report

    Formats

    Formats.

  2. Click

    the 

    the New

     button

     button in the toolbar. 

  3. Enter a positive, unique ID. This cannot be changed.

  4. Click OK.

Tip
title

Quick Tip

: In the Custom Report Format form, click Edit Layout to ensure that the ADO icon is be visible to link the report to the database.

Alternate steps:

  1. Click the arrow next to

    the 

    the New

     button

     button, or press the N key.

  2. Click 

    Click Custom Report Format

  3. Enter a positive, unique ID. This cannot be changed.

  4. Click OK.

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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.

  3. Enter a positive, unique ID. This cannot be changed.

  4. Click OK.

How to Download a Custom Report Format

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  1. In the toolbar go to Find.

  2. Click the "CXT Advanced Find Service" globe icon Image Modified

  3. Click the Report Formats tab.

  4. Select the report format.

  5. Click the Download button.

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See Advanced Find Service for more information.

From Find (BETA)

  1. In the toolbar go to Find (BETA).

  2. Click the CXT Advanced Find Service tab. 

  3. Click the Report Formats tab. 

    Image RemovedImage Added
  4. Click the Download

    icon Image Removed

    icon in the Action column of the report

    your would like

    you want to download.

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.

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.

Custom Report Format Form

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Field Name

Description

Custom Format ID

A unique numerical ID that cannot be changed. 


Description

Description or name of custom report format.

Image 1

Image used in custom report format.

Note

Images must be uploaded into the Operations App. See Images (Classic Operations App).

Image 2

Image 3

Edit Layout Format

Opens the designer where you can create/edit the layout of the custom report format. See Custom Report Format - Report Designer.

Info

The ADO icon must be visible to link the report to the database.