Custom Report dialog

The Custom Report dialog is used to associate and edit Excel Templates to be used for generating Custom Reports. Once a template has been associated with the report, a copy can be saved to the Master Database and this copy can be used from then on.

The dialog is also used to set save options for generated reports.

To display the dialog, double click a Custom Report, or drag it onto the background.

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Section	Description
Template file settings	Click the Select button to browse for a new Excel file to be associated with the Custom Report. Click the Open button to edit a newly associated Excel file or to edit an existing saved template. Files of type .xls, .xlsx or .xlsm may be used as a template.
Default save location for generated report	Type in the default path for the generated report to be saved to or use the Browse button to search for a folder. Type "<NETWORKNAME>" into the path to insert the name of the network for which the report is being generated into the save location. By default a prompt will appear when generating a report to confirm the Save Location is correct. Check the Use this filename without prompting for Save Location box to bypass this step. Note that a prompt will still be displayed if: File already exists (prompt to overwrite) Filename cannot be used for any reason With versions of Excel 2007 and later: If the template selected is of type .xls or .xlsx, the generated report will be of type .xlsx. If the template selected is of type .xlsm, the generated report will be of type .xlsm.
Save	Click the Save button to save: A newly associated Excel file to the Master Database Any edits made to an existing saved template Any changes made to the save location options

Section

Description

Template file settings

Click the Select button to browse for a new Excel file to be associated with the Custom Report.

Click the Open button to edit a newly associated Excel file or to edit an existing saved template.

Files of type .xls, .xlsx or .xlsm may be used as a template.

Default save location for generated report

Type in the default path for the generated report to be saved to or use the Browse button to search for a folder.

Type "<NETWORKNAME>" into the path to insert the name of the network for which the report is being generated into the save location.

By default a prompt will appear when generating a report to confirm the Save Location is correct. Check the Use this filename without prompting for Save Location box to bypass this step.

Note that a prompt will still be displayed if:

File already exists (prompt to overwrite)
Filename cannot be used for any reason

With versions of Excel 2007 and later:

If the template selected is of type .xls or .xlsx, the generated report will be of type .xlsx.
If the template selected is of type .xlsm, the generated report will be of type .xlsm.

Save

Click the Save button to save:

A newly associated Excel file to the Master Database
Any edits made to an existing saved template
Any changes made to the save location options

Custom Reports