There are two key reporting types within CabMaster that are easily customised by the user in the Catalog/Drawing Properties.
The latest version of CabMaster uses RDL (Report Definition Language) for defining reports. This new engine will make creating new reports to suit each customer’s individual requirements much easier.
The original Crystal reporting method has been retained and the default settings for the new properties are such that the reports will look much the same as they did in the previous library versions. However, other than for a few exceptions, most property names are different.
Report-V10 Legacy : Original reporting method
The original "Reports" section on Drawing/Catalog properties have been renamed "Report-V10 Legacy".
RDL Reporting : New reporting method
The new "Reports" section contains the options relevant to the current RDL based reports.
RDL files are executable and can trigger security pop ups when you run a report for the first time, like the following from Windows.
Simply click on More Info and then it will allow you to select Run Anyway.
Windows protected your PC message
If you get a popup as shown below:
- Click on More info and then press Run anyway
Before you begin running reports, you need to set up the following defaults :-
My Setup
The following defaults should be set in the Catalog properties as these need to be consistent on all future quotations and invoices.
- My Company page – with your company details and company logo.
- Company Extras page – with ABN, License and Designer details.
- Misc Setup page – set invoice starting numbers and optional Prefix/Suffix, if required for Quotations and Invoices.
Job Setup
The following defaults should be set in the Drawing properties as these are relevant to each job.
- Client page – Account information where you send the invoice etc
- Site page – Details of where the installation site is
- Job Number page – inc. Designer details.
Then, in the Catalog properties, work through individual report settings discussed in this section and decide what you want to see on each of the report types. You can override these defaults in the Drawing properties.
With your drawing open, select Report from the File menu.
File > Report
Reports are sorted into common folders (e.g. Board, Door, Hardware etc.) making it easier to find and select the required report. Notice that there is also a 'V10 Legacy' folder which allows you to select your reports using the original method.
Door list reports for doors by cabinet and finished reports are available by accessing the .../Report/Door folder. These are new RDL reports and there will be no option for the legacy Crystal version, as Crystal reports will be gradually phased out.
Report selection folder
The RDL method is used, except for Imperial and V10 Legacy.
Most of the options on the new Reports pages have different property names to the V10-Legacy versions (even if they seemingly do the same thing).
Property names are located by hovering over an option, as shown in the following example.
There are exceptions to this (mainly because they were already in use on the RDL reports) as follows:-
Property names shown in italics.
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