Managing custom reports

Managing Custom Reports

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Custom Reports settings in Projetex Server Administrator

Custom reports can be created edited and deleted with the help of Projetex 7.0 Server Administrator.

To create, edit or delete custom reports open Custom Reports section of Projetex 7.0 Server Administrator Corporate Settings tab.

1. Run Projetex 7.0 Server Administrator.

2. Click Database tab.

3. Put your database offline by clicking Go offline button.

4. Once database is offline, switch to Corporate Settings tab.

5. Click Custom Reports section to open custom report management options.

Custom report options

The following options are available for custom reports:

•	New\Edit\Delete buttons can be used to create\modify\delete the selected report.

•	Edit Details button provides access to the Edit Custom Report window where you can change report name and description.

•	Example: View\Set\Clear buttons: use Set button to specify the date interval for the sample of selected report displayed when the report is accessed from the Projetex 7.0 Workstation. Use View button to see this sample and Clear to delete it.

•	Preview button opens the Preview window where you can see how the selected report would look on paper and print it if needed.

•	Load and Save buttons will allow you to download new reports from .PXR2 report files (importing) and save the existing reports to .PXR2 files for (exporting).

Note: Custom reports which are displayed in Custom Reports section of Projetex 7.0 Server Administrator are the ones currently integrated into Projetex 7.0 database. PXR2 files are used solely for export-import purposes, thus deleting PXR2 file from \AIT\Projetex 7.0\Projetex Server\Reports\ will not delete any of the reports in database.

Exporting a custom report

To export a custom report, save required report in .PXR2 file. This file can later be imported into another Projetex 7.0 database.

1. Select the required custom report in the list.

2. Click Save button.

3. Specify name and location for PXR2 file being saved.

Importing a custom report

You can import a custom report to your database from a PXR2 file.

Note: Custom reports which are displayed in Custom Reports section of Projetex 7.0 Server Administrator are the ones currently integrated into Projetex 7.0 database. PXR2 files are used solely for export-import purposes, simply copying new PXR2 file to \AIT\Projetex 7.0\Projetex Server\Reports\ will not import the new report to database.

To import a custom report, use PXR2 file to load required report.

1. Save PXR2 file being imported to \AIT\Projetex 7.0\Projetex Server\Reports\ folder.

2. Click Load button.

3. Locate PXR2 file being imported, select it and click Open button.

Editing a custom report

To make changes to a custom report, select this report in the list and click Edit button. This button opens the FastReport window (report designer interface). FastReport designer is a complex tool intended for IT specialists. It requires some basic SQL and Delphi knowledge. Step-by-step creation of simpler reports is described in Example: creating a report topic.

For detailed information please visit the Fast Report Inc. Internet site: http://www.fast-report.com

Setting up a report example

Once a new report has been added to reports list, Workstation users can access this report (by clicking menu Custom Reports > List). Unless it has a pre-set example, however, the preview field to the right will remain blank.

Click Set button of the Custom Reports tab (on the Corporate Settings tab of Projetex 7.0 Server Administrator) to set a new preview example of currently selected report .

Click View button to view current example of currently selected report.

Click Clear to delete current example of currently selected report.