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Custom Report Formatting

Setting the Template Report Directory

Templates reports must be located in a central directory, that each Tascus client can access when creating a report. You specify where this template directory is located in:

Settings > Reports > Custom Report Template Directory

Template-Report.png

Lookup Fields

Place these Lookup Fields into your Word or Excel report template, and they will be replaced with live values from the Tascus database.

Lookup Field

Data Source

Example

Overall Results

#PartNumber

Part Number

#UniqueNumber

Serial or Batch Number

#Date

Date report created

2020-08-19

Step Results

#R_StepID

Step Result of StepID

12.45

#S_StepID

Step Status of StepID

Pass

Users

#Username

User Record > User Name

Martin G

#Authority

User Record

Admin

#Position

User Record

Engineer

Finding Step IDs

You can find step IDs within the Tascus Sequence editor

Sequence.png

Example

The example below shows how to format a template Word document so that Tascus will create a customised report, by replacing all of the #R and #S tags with results from a production run.

Word-sample-report.png

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