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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 MaintenanceCustom Report Formats.

Field NameDescription
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.

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. 

Alternate steps:

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

From Advanced Find Service:

  1. In the toolbar go to Find.
  2. Click the "CXT Advanced Find Service" globe icon. 

  3. Click the Report Formats tab.
  4. Select the report format.
  5. Click the Download button.

See Advanced Find Service for more information.

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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 IDA positive unique numerical ID that cannot be changed.
DescriptionDescription 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 FormatOpens the designer where you can create/edit the layout of the custom report format.

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