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This tutorial is an example to show you how to put your logo image into a report template.
It is recommended that you review the Report Templates Help sections before proceeding for an overview of the Report Designer.
| 2. | Select Print, hold the SHIFT key on your keyboard, and select the Sample Dispatching Report report template. |
| 3. | If you initially experience a delay while all information is gathered – this is NOT that your computer is frozen, it is busy. Let it finish. |
| 4. | The internal report designer opens for this report template |
| 5. | Lets preview the existing report template before we begin |
| 6. | Click on the Preview link at the bottom of the design panel |
| 7. | Note the sample company logo and name at the top |
| 8. | In this tutorial, we want change the sample company logo and name to our own company logo and name. Remember, this is just an example to show you how to put your logo image into a report template - whereas you will of course have a different logo image, or may be customizing a different report template, and may have your company name and logo combined in one image. This is just an example to walk you through. |
| 9. | Select the Designer link at the bottom of the design panel to return to the design area of the internal report designer. |
| 10. | Although we do not have to make a copy to be able to customize an existing report template, we will in this tutorial and it is recommended so that if there is a problem with your customization, you can delete your customized report template and start again with a new copy. |
| 11. | Select the menu Report, and select Save As… |
| 12. | Prefix the report with your company name and select OK to save |
| 13. | You may experience a delay while all the information regarding this report is re-gathered for this copy – your computer is NOT frozen, it is busy. Let it finish. |
| 14. | We will replace the existing logo with another logo, and change the text for the company name. |
| 15. | Remove the existing image and company name text |
| 16. | Click on the existing logo image, right-click and select Delete |
| 17. | Click on the existing company name text and press the Delete key on your keyboard |
| 18. | Select the Toolbox tab, select the PictureBox control and drag using your mouse onto the Design Panel |
| 19. | As you drag, your mouse turns into a  symbol until you drop the control onto the design panel |
| 20. | Select the Properties tab, and select within the ImageUrl field to display the Browse button  to open the window to select the image file. |
| 21. | Move to the location of your image and select it. Click Open (do note that your selection will be different, as well as the location will be different) |
| 22. | The image is bound to the PictureBox control |
| 23. | As your image could be any size, you may need to edit it before binding to the control, such as moving other fields around. In the screenshot below we have moved all other fields down further in the Detail1 area so that our image shows properly and does not overlap other controls we wish to place here. Easiest way to move a bunch of fields at once, is to use your mouse, the CTRL key and left click button to select all of the fields at once, and than use your arrow on your keyboard to move the fields down or up or sideways etc |
 
| 24. | Your image may already include text. In this tutorial we will add the company name text beside the image. |
| 25. | Select the ToolBox tab, select the Label control and drag onto the Design Panel and drop onto the location beside the image. |
 
| 26. | Select the Properties tab, with this label control still selecting, enter in the Text property field your company name. In our tutorial, we will enter in GRDZTW |
 
| 27. | As in this tutorial we want this text to display in a different font, plus a larger size, we need to edit the properties of this label field. |
| 28. | Select the browser button for the Font property field for this selected label control |
| 29. | Select Courier New, Bold and size 14, and select OK |
| 30. | If you view the label control, and you had entered different text than GRDZTW, you may notice that some of the text is cut off. Resize the label control to display all the text by hovering your mouse over the left side and click and drag |
| 31. | Select Preview link from the bottom of the Design Panel so we can see what this looks like on an actual report. |
 
| 32. | Make any additional changes to sizing, location, etc. Once happy with the logo image save the report template and close |
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| 33. | Your custom report template is now selectable from the Service Workorders grid, and from within a service workorder entry screen. |
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