Custom reports

Civil Pro enables users to completely customize reports, and save them to the database.

  • For NCR, Checklist and Lot Conformance reports there is a ‘quick customization’ that can be completed using the report preview ‘options’ tab.
  • For other reports there is a full customization function allowing complete control over the report’s layout.

Quick customization for NCR, Checklist and Lot Conformance reports

For the purposes of demonstration, this topic refers to customization of the checklist. The process is analogous for NCR and Lot Conformance reports.

In the report preview, change from the print preview to the checklist options tab (red box in below pic). 

Change any options (for example the signature boxes have been changed in the below screenshot – yellow box) and click the Update button (blue box). If you want this to be the default every time you print this report, click on the Make Default button (blue box).

Full report customization

When you view a report in the report preview, clicking on the Customize button – in the Page Setup section of the ribbon – opens the report in the End User Designer (EUD).

previewCustomButton

After clicking the Customise button, the report will be viewed in design mode as per below:

CustomReport

Editing

All controls on the report can be moved / edited and have their linked data changed. The toolbox on the left allows users to add new controls, or databound labels can be dragged from the field list on the right.

Properties of each control are listed in the bottom right in the property grid, but key properties are also available from the smart tag on each control (click on a control, and press the > sign).

If you are a programmer, then you can even review the scripts by clicking on the button at the top right of the ribbon control. This however is really unnecessary in the great majority of use cases.

For more information on editing reports, refer to the Additional Documentation.

Saving

Saving the report is easy. Just click on the save button in the top right, and you will be prompted for a name for the report. If you use the same name as an existing report in Civil Pro (which is the default on first save), Civil Pro will use your new custom report as default – it doesn’t overwrite the base report, it just hides it. If you change the name of your custom report – Civil Pros report appears again.

Opening custom reports

Any custom report you hMenu, there is a sub menu called Custom Reports. Any reports made in the current project will be displayed here.

getCustomReport

It is important to note, that when you print any custom report, the data for the report will be the currently selected data in the grid. This is regardless of what the data source for the original report you customised was. The exception to this is if your report replaces an existing Civil Pro report – in which case the same data source is used.

So, for example, the ITP Register (and other Registers) will print all of the data currently in the grid. If you customise this report and save it with the same name ITP Register, then it will still display all of the data when you click on the ITP Register button in the Reports Menu. But, if you save it with a new name (i.e. it doesn’t overwrite), then it will only print the currently selected lots.

To use the whole grid as data in a custom report, simply click CTRL + A (select all) before running the report.