Using and building with Report Designer
ShopController utilized a reporting tool to build invoices, templates, and custom reports.
Understanding Reports & Templates in ShopController
This guide explains how to use the Reports section in ShopController, including how to customize templates using the DevExpress Report Designer (see detailed references below).
What the Reports Section Does
The Reports area serves two primary purposes:
- Run Reports
- Access standardized or custom-built reports beyond dashboard data.
- Manage Templates
- Edit and customize templates such as invoices, window stickers, and other documents.
Accessing and Editing Templates
To modify an existing template (like a counter invoice):
- Select the report/template you want to edit.
- Click Edit.
- Choose Clone to duplicate the template.
- This ensures the original system template remains unchanged.
- Save and close the cloned version.
Once cloned, you’ll have full editing access.
Using the Report Designer
After cloning, you can open the DevExpress Report Designer to customize your template.
Inside the designer, you can:
- Add or modify fields like phone numbers, dates, and customer details
- Insert additional pages or sections
- Include signature areas
- Adjust layout and formatting
- Fully tailor the document to your workflow
The designer is highly flexible, allowing for both simple edits and advanced customizations.
Best Practices
- Always clone templates first before editing
- Use consistent formatting across reports for professionalism
- Test changes to ensure layout and data display correctly
Need Help?
If you’d like assistance customizing reports or templates, support is available. Reach out to the team for help tweaking or building reports to fit your needs.