Trimble Business Center includes numerous predefined reports that typically meet most user's reporting needs. However, you may have a need to create a custom report that meets the specific needs of a particular project or client — a report that requires a custom look or custom data layout. In this case, create a custom report template using Microsoft® Word® that defines the type of data included in the report and the layout of that data, and then run that report with any project.

Following are the basic steps for this workflow. For more detailed instructions, see Create and Edit Customized Report Templates.

Steps:

Commands:

1.

Use the Create Custom Report dialog to do the following:

1. Enter a name and description for the new custom report.
2. Select a data source for the report. (Data sources contain related data types and are based on existing TBC reports.)
3. Select a predefined or "from-scratch" Word DOCX report template to use for the report.
4. Click Edit Layout to open the selected template in MS Word.

Create Custom Report

2.

In MS Word, do either or both of the following to edit the DOCX report template:

• Make changes to the layout of the template by moving or removing data tables as necessary and/or changing headings and other static text.
• Use the Report Layout Data Fields pane to add data fields to the report and define properties for those fields.

When you are done, click the OK button in the Report Layout Data Fields pane to save your changes and close Word.

3.

In TBC, click OK in the Create New Report dialog to save the custom report in the TBC reports list.

4.

To run the custom report in your current project, select File > Reports. Then select the report in the Reports list and click the Show Report/Report Options button.

The report opens in MS Word.

5.

Use the Edit Custom Report dialog to make changes as necessary to a custom report template.

Edit Custom Report