The purpose of this article is to offer you a clear step-by-step process to add text and tables to a report template while working with the DotActiv software. We also explain how you can customise the text and tables that you’ve added to your report template.
Applicable Products: DotActiv Enterprise
Adding Text
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 select ‘Text’ and then click on your report.
Doing so brings up a ‘Custom Report – Text Properties’ window as seen below.
First, give it a name.
Below that, you can manually add the text. You can also select a data source, align the text, change the font and include a border.
Customising Text
If you want to customise the text after inserting it, double-click on the text to reopen the ‘Custom Report – Text Properties’ window. Make the changes and click ‘OK’.
Once you’ve placed in your text, you can look at adding the next object and the next until you’ve built your report.
Adding Tables
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 select ‘Table’ and then click on your report.
Doing so brings up a ‘Custom Report – Table Properties’ window as seen below.
First, give it a name.
Below that, you can manually add the column and row count. You can also select the grid line type and include a border.
Customising Tables
If you want to customise the table after inserting it, double-click on a blank space just outside the table to reopen the ‘Custom Report – Table Properties’ window. Make the changes and click ‘OK’.
You can now also customise the text within the table by left-clicking on the specific table cell and selecting either “Column Settings” to customise the text within that specific column or “Row Settings” to customise the text within that specific row, as seen in the gif below:
