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Custom Reporting Templates

PIAB uses report templates in the form of a set XSL stylesheets, CSS and supporting images to create reports in HTML format. There is a default set of report template files, also you can create and customise multiple sets of these files and choose them when creating reports.

Default Report Template

The default report template set is stored in:

[install folder]\xsl

The complete set of reporting template files consists of:

Item Description
*.xsl files XSL stylesheets for different report types.
support folder Contains supporting image files e.g. RAG icons, logo files, and .CSS stylesheets
portfolio folder Contains a spreadsheet for the special 'Project Summary Data' report over a portfolio.
ppp folder Contains a spreadsheet for the special 'Sales Funnel Report'.

Custom Report Templates

These optional custom report template are created and stored in sub-folders within the '[install folder]\xsl\custom\' folder e.g.

[install folder]\xsl\custom\Custom Report Set 1\
[install folder]\xsl\custom\Custom Report Set 2\
(etc.)

Creating a New Custom Report Template

To create a new Custom Report Template:

  1. Create a new sub-folder in 'xsl\custom' e.g. 'xsl\custom\Custom Report Set 1'.
  2. Copy a complete set of .XSL files and supporting folders from 'xsl' into this folder as listed in the table above, i.e.
    • *.xsl
    • ppp
    • support
    • portfolio
  3. Edit the new .XSL, .CSS etc. files as you require.

Note that not all reports require all the files and folders, but it is simplest to copy a complete set. When you come to run a Project or Portfolio report, select 'Presentation Options' and choose a reporting template from the list. Your list should now include:

  • Default
  • Custom Report Set 1
de/customreportingtemplates.txt · Last modified: 2017/06/22 13:17 (external edit)