Custom Reports - Report Designer

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WARNING: Custom Report's Report Designer is an Advanced User feature and requires Admin permission.
When installing Custom Reports, we normally supply a small selection of documents that you may wish to base your own boilerplate letters and other documents on.

To customise these reports for your own use, you need to use the Report Designer tool. This can be found on the grid's right-click context menu and also the "Other Actions" menu on the relevant screen (e.g. Customer, Sales Invoice Manager, Catalogue Request and List Manager).

Report Designer and Report Previewer use the same dialog box with the exception that Report Designer has more options enabled.

Notes:

  • Report Designer and Report Previewer use the same dialog box with the exception that Report Designer has more options enabled.
  • Although custom reports are stored within Khaos Control's database, you may wish to save a copy of the template to disk in the "K:\KeystoneSoftware\ReportTemplates" folder. These report manager files have a ".rtm" extension.

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