Standard Sage CRM reports with custom styling

By | May 31, 2010

When we go for creating a new report in CRM, we can see the below screen to enter the report details. Here we need to specify the styling that we are going to use for this particular report.

By default there are two styles provided over here as mentioned below.
1. Standard with Grids
2. Standard without grids

The styling options selected above are saved to custom_reports in repo_reportstyle field.

Now what if you need to have the same structure as that of the standard styling, but need to quickly change colors and other styling elements in report? How to go about quickly designing the custom styles for the new report you are developing? Read below to know more.

Suppose you want to quickly create a new style sheet named My Custom Style Sheet for the report you are developing.

1. Create an entry in Translations: How do we see the above two options in the Report Styles field? Very simple, as per the standard lists functionality in CRM, an entry has to be made in translations to do the same with following details.

Caption Family = “ReportStyles
Caption Code = “MyCustomStyleSheet
Translation = “My Custom Style Sheet”

Now the code value used above i.e. MyCustomStyleSheet is the key thing we need to remember.

2. Create report styling prerequisites: Now suppose you want to use the Standard with Grids option with the colors and styles of your choice.

– Go to C:Program FilesSageCRM WWWRootReports folder

– Copy and paste the below files at the same path to create the copies of the same.

These are the files being used for styling in Standard with grids option.

– Rename the copied files as below respectively (Use the code value as key thing as mentioned above).
MyCustomStyleSheet CE.xsl
MyCustomStyleSheet PC.xsl

– Here the CSS file is the cascaded style sheet file responsible for attaching styling with various elements in report like colors, size etc.

– XSL files are the extended style sheet files that are responsible for generating the overall structure for the report.

These XSL files include the link to cascaded style sheet. You need to open both the XSL files and find the tag Link. You need to change the link of style sheet here to that of the one you are using i.e. MyCustomStyleSheet.css

– Now you can edit the XSL and Cascaded style sheet files mentioned above to achieve the styling of your choice.

3. Attach custom styling with new report: After following the steps given above you can see a new option in Report Style field while creating new report named My Custom Style Sheet. You can select this option and create your report to see the output as per the changes you did in style sheets as mentioned above.

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