Custom Report Designer

Create a New Report

To create a new report, open the Custom Report Designer by navigating to Reports > Custom > Designer:

When prompted, select the Asset Category you want to create the custom report for and hit Run:

You will be taken to a new blank report by default. To save the report, go to File > Save As, and give your report an appropriate file name (please save any new reports in the default file directory).

Note
In myData versions 1.6.4 and earlier, reports are automatically bound to the selected Asset Category Data Member upon creation. Additional features have been added in more recent versions, allowing users to bind reports to different Data Members. To account for this, users on version 1.6.6 and later are required to bind their report to the relevant Data Member upon creation (data can be bound at a later stage, but it is easiest to carry this out when the report is created). Follow the steps below to bind a report to a Data Member: In the Report Explorer, select the CustomReport parent. With the CustomReport parent selected, activate the Property Grid Panel and scroll down to the Data section. Click in the empty box next to the Data Member option and select the desired Data Member from the list of options (TIP: if you are wanting to report solely on Asset Register items, select the Asset Category name as the Data Member).

Note

In myData versions 1.6.4 and earlier, reports are automatically bound to the selected Asset Category Data Member upon creation.

Additional features have been added in more recent versions, allowing users to bind reports to different Data Members.

To account for this, users on version 1.6.6 and later are required to bind their report to the relevant Data Member upon creation (data can be bound at a later stage, but it is easiest to carry this out when the report is created).

Follow the steps below to bind a report to a Data Member:

In the Report Explorer, select the CustomReport parent.
With the CustomReport parent selected, activate the Property Grid Panel and scroll down to the Data section.
Click in the empty box next to the Data Member option and select the desired Data Member from the list of options (TIP: if you are wanting to report solely on Asset Register items, select the Asset Category name as the Data Member).