Custom Report Formats
- Michelle Cabaya (Unlicensed)
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.
If modifying an existing report, CXT Software recommends creating a copy of the report and make changes to the copy. There is no way to revert changes and no historical log.
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. 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
Go to Maintenance > Custom Report Formats.
Click the New button in the toolbar.
Enter a positive, unique ID. This cannot be changed.
Click OK.
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:
Click the arrow next to the New button, or press the N key.
Click Custom Report Format.
Enter a positive, unique ID. This cannot be changed.
Click OK.
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.
Enter a positive, unique ID. This cannot be changed.
Click OK.
How to Download a Custom Report Format
From Find
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.
From Find (BETA)
In the toolbar go to Find (BETA).
Click the CXT Advanced Find Service tab.
Click the Report Formats tab.
Click the Download icon in the Action column of the report you want to download.
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 unique numerical ID that cannot be changed. |
Description | Description or name of custom report format. |
Image 1 | Image used in custom report format. |
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. |