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Adding And Customising Text On DotActiv Report Templates

The purpose of this article is to offer you a clear step-by-step process to add text to a report template while working in DotActiv software. We also explain how you can customise any text 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 above.

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.

Updated on October 15, 2020

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