The Custom Report Designer is a function within RMA for certain windows that will allow you to modify the data and the setup of a report/invoice. Not all report/invoice windows will allow you this access but listed below are the following reports/invoices that you as a user can modify to your companies needs. It is strongly recommended that a backup is made prior to creating or modifying a custom report in case you would like to revert back to what was originally in place.
- Desktop Invoices: File>Branch>Orders/Invoices
- Pre-Route Report: Route>Pre-Route Report
- Statements: Reports>Statements>Standard Statements
- Load Sheet: Route>Print Load Sheet
Each window is slightly different with the way you can access the report builder. Some will require you to go to the location listed above and then click on the modify pencil to access the Paper and Pencil Icon: 
. Others may show up in the bottom right corner of the report and will require you to select the "Default" format and then click on the Paper and Pencil Icon: 
.
Once you access the location of the report/invoice you want to create, select the Paper and Pencil Icon to go into editing mode.
A window will populate with the default layout of the report/invoice you are accessing.
Here is an example of the Custom Invoice Window:
Overview of Report Sections
Each section of the report will be broken down by:
- pageHeader
- GroupHeader1
- GroupHeader2
- Detail
- GroupFooter2
- GroupFooter1
- pageFooter
These sections can be expanded in order to view all the detailed information by clicking on the top of the section line and pulling up/down:
Overview of Designing Tools/Information
On the Left hand side of the Report Designer you will notice that there are a few different areas of information.
- Reports: This will show you the list of all custom reports that have already been created in this designer
- Toolbox: This will allow you to use different tools to add images and information into your custom report/invoice:
- Properties: This will allow you to view the data that is input in each field on the report as well as modify simply fonts and design layout.
NOTE: It is highly recommended that anyone using the report designer be cautious of the changes made to the properties section since it will be modifying the data pulled directly.
Overview of Explorer
On the Right Hand side of the Report Designer you will notice an Explorer section.
This area will allow you to open each section and see all the different values included.
Click on the + button to expand the field.
Each item that populates under that section is a field of information that is input in the template.
This section is best used to see what the report is currently showing for the customer.
Adding Fields to the Report/InvoiceIn order to add a field to the report you first need to decide what type of field it will be.
If it's an image, use "Picture".
If it's a TextBox, use "TextBox" etc.
Once selected, go to the section on the report and input the tool.
In this example, I have input a textbox for information:
Just like paint, you will want to click and then drag to expand the box to your preference.
Once the location is set, it will allow you to type in the message that you want:
Click outside of the box to close the editing mode.
If you would like to input data that gets pulled from RMA, you can click on the box again.
Then go under "Properties" and look for the "Data" section.
Locate the "DataField" option and double click.
It will then give you a downwards arrow which will allow you to select which fields you want to auto pull from RMA.
In this example, I changed my text box to say PO and included data field "purchaseorder".
This means that the report will now auto pull the information from the customers account when it is generated.
Continue to use these steps with the other Tools available until you are satisfied with the layout and information.
Deleting a FieldTo delete a field on the designer, all you have to do is click on the box you want removed and then right click and select "Delete".
This will then remove the field.
Note: Some fields cannot be deleted or will require you to change the "Visible" property to "False" in order to be removed. This means you will need to locate "Visible" under the "Properties" section and switch it to "True" then delete.
To input a picture you will need to select the Picture tool.
Click and drag to create your box on the template so you can input an image.
Once the box is created, go to the "Properties" section and locate the "image" field.
Double click on the field and it will give you a button with 3 dots.
This will allow you to pull a image from your desktop to input into the report/invoice.
Once all changes have been made, locate the "Preview" option at the bottom of the Report Designer.
A new window will populate with a draft of what the report will look like.
NOTE: Any data fields input will not populate test information since it is not actually able to pull the data for this preview.
To finalize your custom report/invoice, you will want to select the "Designer" option to get back to the main screen.
Locate the File button then select "Save As" and input your template title.
After you save, it will then populate under the "Reports" section as a template.
Within RMA report window, locate the drop down section to choose your Template to modify.
In this example I am looking at the Pre-Route report Test template I created earlier:
Once selected click on the modify Pencil and Paper to open the template.
The report designer will open this specific templates design and will allow you to make modifications.
Once the changes are made, go to File>Save to keep the current changes made.