Before you begin customizing a report template, refer to Signature report templates for descriptions that will help you choose the template that is best suited for your needs. Consider the information that you want to get out of the report and the way that you want that information to display.
The following steps are required to customize a report template: Step 1 - Open the report template in Report Builder
Step 2 - Specify the product name
Step 3 - Set the parameter values
Step 4 - Specify the data source
Step 5 - Set default parameter values (optional)
Step 6 - Customize the report columns (optional)
Step 7 - Save the report
Step
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Step 1: Open the report template in Report Builder
- Go to your Report Manager and choose the company you are creating the report for.
Open the Signature Shared folder to view the report templates available.
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Note If you do not see the report templates in this folder, verify you have run the wizard to deploy the latest Signature reports.
- Use the context menu to open the template in Report Builder.
Step 2: Specify the product name
- On the Report Data sidebar, expand Parameters. Right-click Report Module, and choose Parameter Properties.
- On the Report Parameter Properties window, choose Default Values.
- Enter the product name as the Value, for example, Service Management, Equipment Management, or Job Cost.
- Choose OK.
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The product name will appear at the top of the report.
Step 3: Set the parameter values
Report parameters define the information that appears on the report. Parameter values are pulled from the table or view that you specify.
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The parameter values populate as selections in the parameter fields on the report.
Step 4: Specify the data source
The data source provides the information on the report. This must be the same table or view that populates the report parameter values.
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- Expand Datasets. Right-click Main Table and choose Dataset Properties.
- Replace the existing Name with the name of the table or view you are using.
- Change the data source name in the Query from the default "MainTable" to the name of your table or view. This query pulls fields from the specified data source for use on the report; you can also customize the query if there are specific fields you want to use.
- Choose OK.
Step 5: Set default parameter values (optional)
You can specify the parameter values that default for the report. This is useful if you are creating a report for a specific purpose and do not want to select the parameter values every time the report is opened.
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If you are using Business Analyzer to view reports, you must set default parameter values to return results. You cannot select parameter values within this product; if no defaults are set, the report will not display in Business Analyzer. |
- From the Parameters folder on the Report Data sidebar, right-click the name of the parameter field, for example, GroupBy1, and choose Parameter Properties.
- On the Report Parameter Properties window, choose Default Values.
- For the Value, enter the name of a field from the table or view that is set up as the data source. This field is the selection that defaults in the drop-down menu for this parameter.
- Choose OK.
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The field that you specified defaults as the parameter value on the report. You can use the drop down to select a different parameter.
Step 6: Customize the report columns (optional)
Once the data source is set up, you can add additional columns to the report if necessary. You may choose to add columns to templates like SignatureTemplateGroup or SignatureTemplateGroupFilter if you want to view more data on the report than those found in the template columns provided.
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- Expand Datasets and find the table or view that the report data is pulled from.
- Select the name of the field that you want to add as a column on the report, and drag and drop it onto the template.
- Repeat for any additional columns you wish to add.
Step 7: Save the report
After the template is customized, you can save it as a new report.
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