I’ve been asked to add the Due Date to the Customer Statement form. The form is laid out in columns. Does anyone have any suggestions on how to add the Due Date without messing up the report?
In report builder, shrink the first 5 columns to be as big as needed (eg the date column looks oversized to me). Make room and add your header and new field.
The hard part will be the changes you’ll likely need to make to the RDD, queries, SSRS expressions/logic, etc. So if you’re not familiar with those, it might be best to have a consultant make this custom report.
This is a straight forward request.
Have you created a custom report before? If not, this might be a good request to get exposure to tweaking an out of box report.
High level (this might seem a bit overwhelming at first, but it isn’t that big of deal)
- check the RDD, if the column is already there that is great. If not you will need to know what table to add.
- Making a change to an out of box RDL\Report file.
- Make a copy and place it in a custom folder.
- Create New report style to point to the custom report in the new report folder
- Reivew the query on the RDL file add new field in the query
- Add new field to the report
- Run report to make sure new field looks like how you want it to
- If it works, let users know of the new report style to run. (you can also select the new style to be the default)
I ended up adding a column and then adjusting other columns. I did have to make adjustments to the aged totals section, mostly just moving the headers around. It all worked out somehow.
Thanks for the input.
@kskipper Great job. now you are the SSRS report expert, don’t abuse your new powers…