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How To Add A Grid To A Report Template

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The purpose of this article is to offer you a clear step-by-step process to add a grid to a report template while working in DotActiv software.

Applicable Products: DotActiv Enterprise

Adding A Grid

After opening DotActiv, ensure you are in the ‘Reporting’ tab.

Once there, navigate to the ‘Advanced’ section and click on the drop-down arrow next to ‘Custom Report’. Select ‘Report Builder’.

The ‘Custom Report Builder – Templates’ window appears. Here, you can either choose an existing template or create a new one.

After selecting your chosen report, you’re taken to your report. On the left, you’ll find a dockable window labelled ‘Objects’. From here, you can add a grid. Either drag and drop it or click on the report.

This opens the ‘Custom Report – Grid Properties’ window as seen below.

First, give your grid a name. 

You will also need to select your data source. Once done, you can select to display the planogram as a Product Report (select ‘Base Grid’) while leaving the rest of the settings as Default.

You can also move the grid around on your report template and edit it to your liking. To do that, right-click on the grid and selecting an option.

How To Add A Grid To A Dotactiv Report Template

Lastly, you need to save your Custom Report. This can be done by either holding Control + ‘S’ or by navigating to ‘File’, then ‘Save’, after which you can select the directory that you want to save it in.

We recommend that you always save your report in the ‘DotActiv Data’ directory, and then under ‘Templates’. You can also give your Template a specific name and then save it.

Should the above steps not work for you, please create a support ticket and DotActiv support will assist you in uncovering the issue.

Updated on November 14, 2019

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