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.
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.
Field Name | Description |
---|---|
ID | Unique numerical ID. Standard CXT report formats have a negative ID. These report formats cannot be opened or deleted. They can only be copied. |
Description | Description or name of custom report format. |
How to Add a Custom Report Format
- Go to Maintenance > Custom Report Formats.
- Click the New button in the toolbar.
Alternate steps:
- Click the arrow next to the New button, or press the N key.
- Click Custom Report Format.
From Advanced Find Service:
- In the toolbar go to Find.
Click the "CXT Advanced Find Service" globe icon.
- Click the Report Formats tab.
- Select the report format.
- Click the Download button.
See Advanced Find Service for more information.
How to Copy a Custom Report Format
- Go to Maintenance > Custom Report Formats.
- Right-click on the custom report format you would like to copy and select Copy.
How to Edit a Custom Report Format
- Go to Maintenance > Custom Report Formats.
- 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
- Go to Maintenance > Custom Report Formats.
- Right-click on the custom report format you would like to delete and select Delete.
- Confirm by clicking Yes.
Custom Report Format Form
Field Name | Description |
---|---|
Custom Format ID | A positive unique numerical ID that cannot be changed. |
Description | Description or name of custom report format. |
Image 1 | Image used in custom report format. Images must be uploaded into X Dispatch. See Creating and Editing Images. |
Image 2 | |
Image 3 | |
Edit Layout Format | Opens the designer where you can create/edit the layout of the custom report format. |