...

The following steps are required to customize a report template:

Step 1: Open the

...

Report Template in Report Builder

1. Go to your Report Manager and select the company you are creating the report for.

2. Open the Signature Shared folder to view the report templates available. 

   Note
   If you do not see the report templates in this folder, verify you have run the wizard to deploy the latest Signature reports.

3. Use the context menu to open the template in Report Builder.

Step 2: Specify the

...

Product Name

1. On the Report Data sidebar, expand Parameters. Right-click Report Module, and select Parameter Properties.
2. On the Report Parameter Properties window, select Default Values.
3. Enter the product name as the Value, for example, Service Management, Equipment Management, or Job Cost.
4. Select OK.

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.

...

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.

1. Expand Datasets. Right-click Main Table and select Dataset Properties.
2. Replace the existing Name with the name of the table or view you are using.
3. 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.
4. Select 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.

...

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 select 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.

1. Expand Datasets and find the table or view that the report data is pulled from.
2. 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.
3. 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.

...