Customizing summary report layouts

To customize reports, you need Microsoft SQL Server 2016 (or later) Report Builder (for details, see Supported formats and required software):

Customizing summary reports from outside of Alloy Navigator Express

This implies that you save the layout of a summary report to an external report file, make your changes using Microsoft Report Builder, and then replace the report with the customized report file.

To customize a summary report layout:

  1. On the menu bar, click Reports > Reports and open a desired report category from the Categories pane.

  2. Save the layout of your report to a report file as follows:

    1. In the Reports grid, right-click the report and choose Save As from the pop-up menu.

    2. Browse for the destination folder where you want to save the file. By default, the file name is the same as the report name. If you want to change it, type in a new name in the File name field.

    3. Click Save.

  3. Open the saved report file and modify the report layout as needed. For details, see your reporting software documentation.

  4. Save your changes.

  5. In Alloy Navigator Express, go back to the Report List and replace the report with your report file:

    1. In the Reports grid, right-click the report and choose Replace from the pop-up menu.

    2. Select the source report file and click Open.