---
title: Using and building with Report Designer
description: Learn about how to build and edit custom reports and templates within ShopController
---

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1. [Help Center](https://support.shopcontroller.com/?hsLang=en)
2. [Reports](https://support.shopcontroller.com/reports?hsLang=en)

# Using and building with Report Designer

## ShopController utilized a reporting tool to build invoices, templates, and custom reports. 

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#### 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):

1. Select the report/template you want to edit.
2. Click **Edit**.
3. Choose **Clone** to duplicate the template. 
     - This ensures the original system template remains unchanged.
4. 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.

---

#### Additional Resources (Detailed Guides)

- [DevExpress Detailed Walkthrough](https://docs.devexpress.com/eud/eud-for-devexpress-reports/reporting-for-web/report-designer)

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# Shop Controller, llc

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