Application management : Business intelligence & reporting : Reports : User Report Definitions : Creating a report customization
Creating a report customization
Planon enables you to create a custom report which you can customize using external tools.
Proceed as follows to create a custom report:
1. Create a user report definition as described in Adding a new user report definition.
2. Under Settings, in the Type field, select Custom and save your changes.
3. On the action menu, click Export report definition.
Your report definition is downloaded to your computer. The report definition is a zip file containing one or more jrxml files of the main report (and - if applicable- subreports).
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•    In order to edit the report definition, you need to have JasperSoft Studio installed on your computer. You can download the software from the JasperSoft website.
•    The JasperSoft software is distributed under an EPL license, which is included in the download.
4. Extract the jrxml file(s) from the zip file and edit it/them in JasperSoft Studio.
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If you are using a subreport, note that the main report refers to it so it is best to open both in JasperSoft Studio.
5. After tweaking the report definition, add it to a zip file and upload this file by clicking Import report definition on the action menu.
The Upload file dialog box appears.
6. Browse to and select your zip file and click OK.
You have completed creating a customized report. After uploading a customized report, the:
◦ Customization uploaded? field is set to Yes.
◦ Type field becomes read only so you can no longer change it.
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There are various operations possible on custom reports:
• Delete customization removes the customizations from the report definition so you can start again. This also changes the value of the Customization uploaded? field to No.
• Delete completely removes the custom report definition.
• Save as allows you to save the report as a PDF, which is the only option available for custom type reports.
• Copy allows you to copy a customized report; the Customization uploaded? field will be set to Yes.
• Update an existing report (export the report definition and import it again):
◦ If fields are removed from Planon and the report definition is not updated, they will appear empty in the report result.
◦ Fields can only manually be removed from the report definition in JasperSoft Studio.
◦ Fields added to the report definition in Planon will not appear in the report result until they are added to the definition in JasperSoft Studio.