Custom Reports

• Overview
• Requesting a Custom Report from Flex Support
• Uploading a Custom Report
• Editing a Custom Report
• Enabling a Custom Report for Printing from an Element
• Adding a Custom Report to the Default Print Format Report
• Deleting a Custom Report

Overview

You aren't limited to the reports that are built in to Flex. You can modify any existing report, and even create a report from scratch that has the information you need. Typically, you will request a custom report from Flex. But you can also design your own if you have some programming knowledge.

Requesting a Custom Report from Flex Support

To request a custom report, email support@flexrentalsolutions.com with your request details. Please refer to the I'd like Flex to create a Custom Report for me page for more information on how to proceed and what is required to process your request.

Uploading a Custom Report

1. Go to the Main Menu and select Reports.
2. Click the Add New Custom Report button at the bottom left.
3. Give the report a name, element type (financial document, equipment list, etc.), report format, paper size and page orientation.
4. Click Load JRXML File to upload the file from your computer, OR paste the report code within the text area.
5. Click OK.

NOTES: After the Custom Report has been uploaded, you can select the  Options Menu and choose Configure Parameters to add parameters to the report.

Editing a Custom Report

1. Go to the Main Menu and select Reports.
2. Select the Show Only filter in the footer and choose Custom Reports.
3. Double-click the custom report that you want to edit and adjust the custom report details.
4. Click OK.

Enabling a Custom Report for Printing from an Element

1. On the Projects menu, click Element Definitions.
2. Double-click the element that you want to edit.
3. Click on the Reports tab of the element settings.
4. In the Element Level Reports section, check the box next to the custom report(s) that you want to enable (changes will automatically be saved).

The custom report will now show as an option in the Reports section of the Workbench Menu for the element (Quote, Invoice, Pull Sheet, etc.).

Adding a Custom Report to the Default Print Format Report

You can modify what Flex prints when you click Generate PDF on an element. You can also add custom reports to this "stack" of reports.

1. On the Projects menu, click Element Definitions.
2. Double-click on the element that you want to edit.
3. Click on the Reports tab of the element settings.
4. In the Default Print Format Report section, click the Add New Reports icon.
5. In the Report column, choose the custom report that you want to include in the "stack".
6. Repeat these steps for as many static reports that you want to add to the Default Print Format Report.

Deleting a Custom Report

1. Go to the Main Menu and select Reports.
2. Select the Show Only filter in the footer and choose Custom Reports.
3. Select the  Options Menu of the custom report you want to delete.
4. Click Delete.