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
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
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.
