There are two key reporting types within CabMaster that are easily customised by the user in the Catalog/Drawing Properties.

1. Commercial reports such as quotations, invoices etc;
2. Manufacturing reports such as cutting lists, assembly details, etc.

CabMaster Software uses RDL (Report Definition Language) for defining reports. This will make creating new reports to suit each customer’s individual requirements much easier - see RDL Report Design.

Report-V10 Legacy : Discontinued Crystal Reporting

Crystal reports have been phased out and are replaced with new RDL reports that can be customised to suit each customer’s individual requirements much easier. However, this does not stop you running reports if you still have them and they are useable in your environment.

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.

 

Customising Reports

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.
  • The company logo can also be set on the Report > Report Logo page.
• 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.

Reports Setup

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 so that they are relevant to your current job.

Click to Expand

 

Running Reports

With your drawing open, select Report from the File menu.

File > Report > Report

Reports are sorted into common folders (e.g. Board, Door, Hardware etc.) making it easier to find and select the required report.

Report selection folder

The RDL method is used, except for Imperial and V10 Legacy.

Notice that there is also a 'V10 Legacy' folder which allows you to select your reports using the original method.

Imperial

Reports allows for inches and, in the case of Quantities and Poly reports, areas can be square feet or inches.

For imperial, the Length Units must be set in the Options [F10]

 

RDL Property Names

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).

There are exceptions to this (mainly because they were already in use on the RDL reports) as follows:-

Property names shown in italics.

• Commercial
  • Tax Name (RptTaxName)
  • Tax Percentage (RptTaxPercentage)

• Board
  • Include Zero Thickness Edging (RptZeroEdgeBrd)

• Door
  • Door Report Component Types (RptMaterialsDor)
  • Door Report Size (RptCutOrFinishDor)
  • Include Zero Thickness Edging (RptZeroEdgeDor)
  • Enable Door Hinge and Drawer Front Drilling Report (RptHingeUse)