New Reporting using RTF templates

[MarkB]

The reports available in V4 allow for better and easier customisation.

The reports are now standard rich text files (RTF) that can be open and edited with programs such as Microsoft Word or WordPad. You can add graphics and tables to enhance the layout of your report templates and special text/tags are used to determine the location of the schedule data. Once the report is created it will be opened in your chosen application which handles rtf files ready for your printing or saving.

Tags are special text words that are replaced with actual data when the document is created. Adding any of these tags, e.g. SI-Co-Name, will tell the report generator where to put the contact name when creating the report.

Areas of the report are grouped and then copied for each event, contact, etc. To specify an area the loop tags are used e.g.

SI-ContactLoop
SI-Co-Name
SI-ContactLoopEnd

All text between the Loop and LoopEnd tags will be repeated for each contact. The tag SI-Co-Name will be replaced by the contact name for each contact.

The report has to be constructed in the following order although the text and tags can be modified between the loops. Inside the resource loop must be the event loop, then inside the event loop must be the expenses, equipment and contact loops for that event.

***********************************************************
SI-ResourceLoop

SI-R-Name
SI-EventLoop


Title: SI-E-Title
Start: SI-E-StartDate - SI-E-StartTime
End: SI-E-EndDate - SI-E-EndTime

SI-ContactLoop

Contact Name=SI-Co-Name
Contact Email=SI-Co-Email
SI-ContactLoopEnd

SI-EquipmentLoop

Qty=SI-Eq-Qty
Name=SI-Eq-Name
SI-EquipmentLoopEnd

SI-ExpeneseLoop

SI-Ex-Description = SI-Ex-Value
SI-ExpeneseLoopEnd

SI-EventLoopEnd
Total Time: SI-R-TotalTime-Days Days, Total Cost: SI-R-TotalCost

SI-ResourceLoopEnd
***********************************************************


Tags that are used are:


General Tags:

Current date = SI-Date
Current filter name = SI-FilterName


Resource Tags:

Resource Group = SI-Group
Name = SI-R-Name
Email Address = SI-R-EmailAdd
Notes = SI-R-Notes
Charge Amount = SI-Price_Amount
Charge Type = SI-Price_Type
Total Cost = SI-R-TotalCost
Total Time In Minutes = SI-R-TotalTime-Mins
Total Time In Hrs = SI-R-TotalTime-Hrs
Total Time In Days = SI-R-TotalTime-Days


Event Tags:

ID = SI-E-ID
Title = SI-E-Title
Percent Completed = SI-E-Completed
Start Date = SI-E-StartDate
End Date = SI-E-EndDate
Start Time = SI-E-StartTime
End Time = SI-E-EndTime
Duration In Days = SI-E-Duration-Days
Duration In Hrs = SI-E-Duration-Hrs
Duration In Minutes = SI-E-Duration-Mins
Price = SI-E-EventPrice
Notes = SI-E-Notes
Created by = SI-E-CreatedBy
Modified by = SI-E-ModifiedBy
Linked resources = SI-E-OwnersName
Linked resources ID's = SI-E-Owners
Contact ID's = SI-E-CustomerID
Equipment ID's = SI-E-EquipmentID
Text in style box = SI-E-StyleName

Contact Tags:

ID = SI-Co-ID
Name = SI-Co-Name
Address1 = SI-Co-Add1
Address2 = SI-Co-Add2
Company = SI-Co-Company
Home Phone = SI-Co-Phone1
Work Phone = SI-Co-Phone2
Notes = SI-Co-Notes
City = SI-Co-City
Zip/Post code= SI-Co-Postcode
Email address = SI-Co-Email


Equipment Tags:

ID = SI-Eq-ID
Quantatiy = SI-Eq-Qty
Name = SI-Eq-Name
Model = SI-Eq-Model
Serial Number = SI-Eq-SerialNum
Type = SI-Eq-Type
Notes = SI-Eq-Notes
Custom Field 1 = SI-Eq-Custom1
Custom Field 2 = SI-Eq-Custom2
Custom Field 3 = SI-Eq-Custom3
Custom Field 4 = SI-Eq-Custom4


Expense Tags:

ID = SI-Ex-ID
Date = SI-Ex-Date
Description = SI-Ex-Description
Value = SI-Ex-Value
Type = SI-Ex-Type
Cost Center = SI-Ex-CostCtr
Is Paid = SI-Ex-Paid
Is Receipted = SI-Ex-Receipt
_________________
Regards

Mark - Schedule it Ltd
http://www.scheduleit.co.uk
http://www.scheduleit.co.uk/online/

[David_Edwards]

Mark,

Can you confirm these tags please? I have copied and pasted them in to the e-mail body and a couple of them do not work.

i have had to change the following;

StartDate - DateStart
EndDate - DateEnd
StartTime - TimeStart
EndTime - TimeEnd

These tags below do not work either

SI-E-Duration-Days
SI-E-Duration-Hrs
SI-E-Duration-Mins

Also, is there anyway of editing the information provided by the tag SI-E-CreatedBy as it prodcues the following information

* 09/01/2009 11:26:02, David Edwards [98]

I would like to try and edit this info so that it displays as follows:

David Edwards on 09/01/09 @ 11:26

Many thanks

David

[MarkB]

You are viewing the V4 info but if you are using V5 this topic may also help with some of the changes.

http://www.scheduleit.co.uk/forum/viewtopic.php?t=697

The SI-E-CreatedBy data is fixed and cannot be modified in the output.
_________________
Regards

Mark - Schedule it Ltd
http://www.scheduleit.co.uk
http://www.scheduleit.co.uk/online/