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This tutorial is an example to show you how to have additional data display in a report template - as an existing report template may not have everything you want showing that you may need.
In this tutorial, we will edit the Sample Outside Service Summary report template to also display shipping charges.
It is recommended that you review the Report Templates Help sections before proceeding for an overview of the Report Designer.
| 1. | Select the Items grid within the Service Workorders navigation pane |
| 2. | Select the menu option Print, hold down the SHIFT key and select the report template Sample Outside Service Summary |
| 3. | The internal report designer opens. |
| 4. | We want to have the Shipping costs display between the RMA Number and the Date Sent, so we first need to move existing control fields to make room for this. |
| 5. | In this tutorial, we do not need a large space for the workorder number, so we will decrease the width of both the label control that displays the column heading, and the control that displays the actual workorder number data |
| 6. | Select the workorder header label control and than use your cursor to decrease the width by dragging it |
| 7. | We will rename the text that displays as it’s too small now to display the text Workorder to instead just having the text # |
 
| 8. | We will now resize the data control field itself that displays for workorder numbers. |
| 9. | Select Preview from the bottom of the Design Panel field to see these changes. Select Designer to return to the Design Panel |
| 10. | We will now decrease the width of the text control field for RMA Number, as well as the actual data control field for this. |
| 11. | Move the Client, Serial Number, and RMA Number fields to the left. |
| 12. | Select the Fields tab and expand the WorkorderServiceItemList dataset |
| 13. | Find the Shipping Cost, select it and drag it to the location on the design panel |
| 14. | Now it may not be the same size, nor be in the exact same location nor use the same font at the other data control fields, so we will edit these |
| 15. | Select the Properties tab and select the RMA Number data field control to the left |
| 16. | Expand the Size field. You will note that the Size property for the RMA Number field Width is 100, and Height is 18 |
| 17. | If we select again the Shipping Costs field, we will see that the Size Width is 100, and the Size Height is 25 |
| 18. | Change the Size Height field to 18 |
| 19. | Now that the Shipping Cost field is the same size at the other fields, we will move adjust the width of it. You can do this using your cursor, or adjust the width by entering in a smaller number in the width field (the exact size that will work for you would be dependant on the other sizes of the other columns) |
| 20. | We want a column heading to identify what this data filed displays. |
| 21. | Select the Toolbox tab, select Label, drag it to the location for the header onto the design panel |
 
| 22. | We note that the field is a different height and width than the other fields, as well as the font is different – so we compare the other fields to this |
| 23. | When we select the PMA Number header field, we note that the default is just the same as the Label we just dropped, but we can clearly see that this is a bold font – so there has to be another setting overriding this. |
| 24. | If we select the Styles property for the label RMA Heading, we see that a specific style has been set for this label control FieldCaption |
| 25. | Select the Label control in the design panel again, and than select the same Style for this label control |
| 26. | As the height is incorrect in comparison to the other label controls, we will compare to the RMA Number label control, note that the height for it is 18, and edit the height for our label to the same. We could also use our cursor to change the size as well |
| 27. | Now we enter the text we wish displayed into the Text property field which will be Ship Costs |
| 28. | Select Preview and check out how the report looks. |
| 29. | You may notice that if a shipping cost is presently $0.00, it is showing as just the number 0 – so we need to change the format to show as currency. |
| 30. | Ensure the Shipping Costs data control field is selected, select Properties, expand DataBindings, expand Text, select within the FormatString field, select browse |
| 31. | Select within the FormatString Editor window Currency |
| 32. | It is suggested to select “c” as the Standard Type. In this way, the report uses your operating systems regional settings as to what currency denomination to display. Selecting OK returns to the Properties tab |
| 33. | If you select Preview again, you will now see that the report shows your Windows operating systems regional settings for currency. As the operating system for the computer used for these screenshots uses North American settings, the screenshot displays the currency in standard North American display. Your display may be different depending on your regional settings |
| 34. | Save and close the report to return to the Items grid. |
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