Table of Contents

Setup Configurable Reports

The timber solution adds it's own configurable reports. It is possible to define a custom logo and change header and line information. All these changes can be done inside Business Central.

To initialize default settings for timber reports

  1. Choose the Search icon, enter Timber Report Setup, and then choose the related link.
  2. Choose the Init Initial Setup action.
  3. In the dialog box, choose the Yes button to overwrite all existing report setting and initialize all reports, or choose the No button, to only add new reports.
Important

If you overwrite the current setup, all custom settings are lost. The reports will be set back to default settings.

  1. A second dialog box appears. Choose the Yes button to continue.
  2. The default reports are now added to the timber report list and can be configured now.

There are several parts of the reports that can be configured. In the following section the logo, header and line information will be explained.

Note

For header and footer there are three placement options: left, center and right.\

Dimensions

The size of the logo is important and it is different depending on the position. The logo can grow/shrink proportionally, so please make sure to use the correct ratio. The size in cm is the maximum size of the logo control. The logo will be scaled to fit the control.

Position Header Footer
Left/Right 1 : 1,8 (6,6 cm x 3,7 cm) 1 : 3 (6,4 cm x 2,13 cm)
Center 1 : 5 (18,5 cm x 3,7 cm) 1 : 8 (18,5 cm x 2,3125 cm)

Formats

JPEG and PNG are the common formats – JPEG has a higher compression but depending on the logo it does not look well. In this case you should choose PNG.

  1. Choose the Search icon, enter Timber Report Setup, and then choose the related link.
  2. On the Pictures & Default Logo FastTab, choose the Plus icon to add a picture for the header and footer section of the report.
Note

It is not required to add a footer picture, it is also possible to print the information from the company information.

  1. Choose the Report tab in the ribbon and click on Reports.
  2. Select the report that should be changed and choose the Edit button.
  3. On the Timber Report Header Setup page, on the Logo FastTab, create a new entry and add the value 5041568 to the Table ID field.
  4. Choose the header logo position in the Header Logo Align field and header logo on the Header Logo Field ID field.
  5. Choose the footer logo position in the Footer Logo Align field and footer logo in the Footer Logo Align ID field.
  1. Choose the search icon, enter Responsibility Centers, and then choose the related link.
  2. Choose a Responsibility Center in the list.
  3. On the Report FastTab, choose the Plus icon to add a picture for the header and footer section of the report.
Note

It is not required to add a footer picture, it is also possible to print the information from the company information.

To setup custom header information

  1. Choose the Search icon, enter Timber Reports, and then choose the related link.
  2. Select the report that should be changed and choose the Edit button.
  3. On the Timber Report Header Setup page, on the Header FastTab, choose the left or right header to create a new entry.
  4. In the Table ID field, choose the edit button Search to select a table out of a of a predefined list.
  5. If the selected Field ID has a relation with a table, the Relation Table ID field and Relation Table Name field will be filled automatically.
  6. In the Relation Field ID field choose the search button to add a Relation Field on the condition that the Relation Table ID is linked .
  7. Select the Bold, Italic or Underline check box to define a font style.
  8. Select the Always Print Caption check box to print the caption, even if there is no data.
Note

The system will use the Field Name as a description. You can change this with Translations.

Follow the first three steps as described above in To setup custom header information, then:

  1. On the FastTab Header, select the line that should be changed.
  2. Click on the text Left Header or Right Header and choose Translations.
  3. Choose the missing language in the Language Code field.
  4. Enter the description in the Description field.
Note

For more detailed information on your report, follow the first three steps as described above in To setup custom header information, then:

For example you want to add the name of the Salesperson:

  1. On the FastTab Header, add a line where it is needed.
  2. Choose Sales Header in the Table ID field and add Salesperson Code to the Field ID field.
  3. In the Relation Field ID field click on the search and choose Name.

The Relation Field Name field will be filled automatically.

To setup custom line information

  1. Choose the Search icon, enter Timber Reports, and then choose the related link.
  2. Choose the report that should be changed and choose the Edit button.
  3. On the Timber Report Header Setup page, on the Lines FastTab, click on the Lines field and choose New of there is nothing yet. Else click on the Text field.
  4. New screen Timber Report Line Caption opens.
  5. Add the information that you want print in the report to the Text field.
  6. Choose what to apply to in the Applies to Type field.
  7. Select the Bold, Italic or Underline check box to define a font style.
  8. On the Placeholder FastTab, create a new line.
  9. In the Placeholder Type field, choose the drop-down arrow and choose the Table Field option, if a reference to a table field is needed, or choose the Special Value option, to select a predefined value that will be calculated when the report is executed.
  10. Choose the Placeholder Field Name field out of a predefined list.
  11. The Relation Table Name field and Relation Field Name field will be filled automatically.
  12. Choose the Text Format String field out of a predefined list.
  13. Add the placeholder to your text with %x (x is the Placeholder Id).
Important

The Placeholder ID must be the same as it is used in the text.

Note

The system will normally use the Placeholder Field Name descriptions. You can change this with Translations.

Adding a translation can be done in 2 ways:

  1. On the Timber Report Line Caption page, click translation at the top of the ribbon.
    or
  2. On the Timber Report Header Setup page, on the FastTab Lines, click on the text Lines and choose Translations.

then

  1. Choose the missing language in the Language Code field.
  2. Enter the description in the Description field.
Note

For example you want to add net weight:

  1. Add Net %1 to the Text field .
  2. Placeholder Id field will be filled automatically with the number 1.
  3. Choose Placeholder Type Table field.
  4. Placeholder Table Name will be filled with Sales Line.
  5. Choose Net Weight in the Placeholder Field Name field.
  6. Since there is no related Relation Table, Relation Table Name field and Relation Field Name field are blocked.
  7. For the Text Format String field, click and choose DEC2 from the predefined list. The weight will be rounded to 2 decimals.

To setup custom report titles

  1. Choose the Search icon, enter Timber Reports, and then choose the related link.
  2. Select the report that should be changed and choose the Edit button.
  3. Change the Title field to customize the report title.
Note

You can also add translations to the title by clicking on the Title Translations action.