The Reports Setup tab enables you to specify the version of the reports to be used within PetLinx; either the standard version supplied with PetLinx or a custom version of the report that you can create yourself.
Note: If you are using the multi user edition of PetLinx, users with the “General User” security group will only have access to this tab if the “Create Custom Reports” permission is ticked in the System Options form, Security tab.
To make a custom report, do the following:
- Click the row of the report name in the grid and then click the Edit Report button. This will open the report in the Report Designer, a powerful report editor – see the Report Designer help topic for information on using it. Here you can make a number of changes to the report design, save your changes, and then use your new report throughout PetLinx instead of the standard version.
- When you have finished making changes to the report, be sure to save it by clicking the Save button in the Report Designer ribbon (if you have chosen the “Files stored on disk” System Option, a good place to save your custom reports is the c:\program files\petlinx4\reports or c:\program files (x86)\petlinx4\reports folder) and then close the Report Designer.
- Back in the Reports Setup tab, you need to tell PetLinx to now use your modified report, rather than the standard version. Do this by clicking the Select… button at the end of the row, and then selecting the report file you created. You will see the filename of the report listed in the row, and the “Version” will be changed to “Modified”.
- Click the Save Changes button to save the changes to the report versions.
We have a video available at our PetLinx YouTube channel which demonstrates how to make a custom report.