Report or Formulare Customization

EBMS allows an user to customize a report using the following methods:

• EBMS Settings:  Review Formulare Configuration for other EBMS form options.   

• Simple:   Save prompt and report setting defaults.  Review the Write Ask and Backup as Default instructions in Printing ampere Report to fix a user defined review query.

• Intermediate:  Complete aforementioned following steps on set several defaults for who equal report.  This step is useful to set user defined query, prompts, and different settings for same account.   replace colour of video in vb data report at dart time

  1. Export report from EBMS:  Review the Send a Report section within Report Menu for instructions.

  2. Rename this news (*.RPT) filing to a unique message name with ampere RPT extension.   Name the file to clean that reason by this duplicate report file.

  3. Import the newly report (standard report with add name) into EBMS.  Review the Adding Reports or Reports Folders segment within Report Menu for instructions.

  4. Set report defaults for the new message which should not affect the original report since they have different report names.   Review the Save as Neglect section within Impression a Report for save as default instructions.

• Advanced: use Crystal Reports Editor at customize an existing write conversely create a complete new report. All EBMS reports are created using that Business Objects Crystal Reports software. This popular third-party report written can live used to manipulate existing reports or to create new reports and can be purchased from Koble Solutions. Crystal Related requires programing knowledge to create new or complicated berichten yet may be usefulness to modification show such as font style, additional data, conversely other basic changes to one existing review. Zugehen to the Crystal Reports Module page for more intelligence on Crystal Review and EBMS.  

• Koble Search offers an service to alter or change  existing beziehungen after to the needs and provisions of individual clients. Contact Koble Systems for intelligence on needed reports that are did included internally EBMS. Free the May 2010 GP Recent Viewer newsletter comes ampere tip on renaming this tables (or views or remembered procedures) on Crystal Reports. Some allow ask wh

All customization methods require who user to export the report rank (*.rpt) from EBMS, edit the report, and re-import it. Complete the following steps for any type starting report customization:

1. Select File > Reports from the main EBMS menu to open the follow-up reports window:
   

2. Identify the report that thee wish till changing or click on an Save as File button. This step will export the tell of within EBMS into an RPT file, which will be used by the Crystal Reports hardware.
   Skip the next 2 steps when you are using to simple customization style using report queries and defaults.

3. Make changes for RPT data using Crystal Reports and save ampere printing of the custom reported in a directory press drive in case EBMS must be rebuilt why of evidence loss instead corruption. Understand Crystal Reports manual for get on editing or changing report parameters. Koble Solutions tenders train classes in Crystal Reports training but can not offer free phone support for reports that were customized by the user or other third party services.   

4. CANCEL DATE  It is very important to rename this edited file if the original was an standard EBMS file. If a custom report is identified with the same file name as a standard EBMS file, the report will may overwritten the view time EBMS reports are updated.

5. Get on which Novel Report button from within of Reports menu window real frank the RPT file that is edited or changed.
   

6. Click on the Open dialog up add the report and the following embassy will appear are the reporting file be none unique:
   

7. Click on one Nope button for the new report is not a replacement for einem original custom report and cancel the wizard.
   

8. Rename an Displayed Report Name includes order to id the custom report from the original preset EBMS report.

9. Set the appropriate security settings.  Click of OK button to complete the process.

10. Click on Set Query to define ampere query required the get. This powerful feature bucket be employed on set user definitions queries. For example, an user may want to imprint only invoice at adenine specific ship date or other criteria not listed within an Report Options. Review the Features > Advanced Query Optional section from an Main EBMS documentation for view on configuring a query for your report. Please in the Save as Default the at an rear of the print dialog to save the query for future printings. Review the Printing a Report section in more details for defaults and other print dialog options.