{"id":30,"date":"2017-04-04T16:00:36","date_gmt":"2017-04-04T16:00:36","guid":{"rendered":"http:\/\/www.yohz.com\/blogs\/?p=30"},"modified":"2017-04-04T16:00:36","modified_gmt":"2017-04-04T16:00:36","slug":"customizing-db-doc-pdf-and-word-report-templates","status":"publish","type":"post","link":"https:\/\/www.yohz.com\/blogs\/2017\/04\/04\/customizing-db-doc-pdf-and-word-report-templates\/","title":{"rendered":"Customizing DB Doc PDF and Word report templates"},"content":{"rendered":"<p>The PDF and Word reports in DB Doc share the same template. \u00a0Most of the elements in the PDF template are customizable. \u00a0To customize the report, click on the <strong>Edit<\/strong>\u00a0button next to the <strong>Report template<\/strong> file name.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-65\" src=\"http:\/\/www.yohz.com\/blogs\/wp-content\/uploads\/2017\/04\/dbdoc_pdf_01.png\" alt=\"\" width=\"800\" height=\"470\" srcset=\"https:\/\/www.yohz.com\/blogs\/wp-content\/uploads\/2017\/04\/dbdoc_pdf_01.png 800w, https:\/\/www.yohz.com\/blogs\/wp-content\/uploads\/2017\/04\/dbdoc_pdf_01-300x176.png 300w, https:\/\/www.yohz.com\/blogs\/wp-content\/uploads\/2017\/04\/dbdoc_pdf_01-768x451.png 768w, https:\/\/www.yohz.com\/blogs\/wp-content\/uploads\/2017\/04\/dbdoc_pdf_01-150x88.png 150w\" sizes=\"(max-width: 800px) 100vw, 800px\" \/><\/p>\n<p>There are broadly 2 types of elements in the report templates:<\/p>\n<ul>\n<li>text memos<\/li>\n<\/ul>\n<p style=\"padding-left: 30px;\">Text memos are text elements you use to display static text or database values. \u00a0Double click on any text element in the template to bring up the memo editor.<\/p>\n<p style=\"padding-left: 30px;\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-76\" src=\"http:\/\/www.yohz.com\/blogs\/wp-content\/uploads\/2017\/04\/dbdoc_text_01.png\" alt=\"\" width=\"825\" height=\"302\" srcset=\"https:\/\/www.yohz.com\/blogs\/wp-content\/uploads\/2017\/04\/dbdoc_text_01.png 825w, https:\/\/www.yohz.com\/blogs\/wp-content\/uploads\/2017\/04\/dbdoc_text_01-300x110.png 300w, https:\/\/www.yohz.com\/blogs\/wp-content\/uploads\/2017\/04\/dbdoc_text_01-768x281.png 768w, https:\/\/www.yohz.com\/blogs\/wp-content\/uploads\/2017\/04\/dbdoc_text_01-150x55.png 150w\" sizes=\"(max-width: 825px) 100vw, 825px\" \/><\/p>\n<p style=\"padding-left: 30px;\">In the memo editor, enter any static text you want to display<\/p>\n<p style=\"padding-left: 30px;\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-77\" src=\"http:\/\/www.yohz.com\/blogs\/wp-content\/uploads\/2017\/04\/dbdoc_text_02.png\" alt=\"\" width=\"528\" height=\"352\" srcset=\"https:\/\/www.yohz.com\/blogs\/wp-content\/uploads\/2017\/04\/dbdoc_text_02.png 528w, https:\/\/www.yohz.com\/blogs\/wp-content\/uploads\/2017\/04\/dbdoc_text_02-300x200.png 300w, https:\/\/www.yohz.com\/blogs\/wp-content\/uploads\/2017\/04\/dbdoc_text_02-150x100.png 150w\" sizes=\"(max-width: 528px) 100vw, 528px\" \/><\/p>\n<p style=\"padding-left: 30px;\">or enter a database schema value. \u00a0Text memos enclosed in square brackets are schema element values, and are retrieved from the schema that is being processed.<\/p>\n<p style=\"padding-left: 30px;\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-78\" src=\"http:\/\/www.yohz.com\/blogs\/wp-content\/uploads\/2017\/04\/dbdoc_text_03.png\" alt=\"\" width=\"796\" height=\"410\" srcset=\"https:\/\/www.yohz.com\/blogs\/wp-content\/uploads\/2017\/04\/dbdoc_text_03.png 796w, https:\/\/www.yohz.com\/blogs\/wp-content\/uploads\/2017\/04\/dbdoc_text_03-300x155.png 300w, https:\/\/www.yohz.com\/blogs\/wp-content\/uploads\/2017\/04\/dbdoc_text_03-768x396.png 768w, https:\/\/www.yohz.com\/blogs\/wp-content\/uploads\/2017\/04\/dbdoc_text_03-150x77.png 150w\" sizes=\"(max-width: 796px) 100vw, 796px\" \/><\/p>\n<p style=\"padding-left: 30px;\">You can mix both static text and schema element values in the same text memo. \u00a0For e.g. in the <strong>Table of Contents<\/strong> page, there are a lot of text memos that display the schema element type, which is a static text, followed by the schema element name.<\/p>\n<p style=\"padding-left: 30px;\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-80\" src=\"http:\/\/www.yohz.com\/blogs\/wp-content\/uploads\/2017\/04\/dbdoc_text_04-1.png\" alt=\"\" width=\"800\" height=\"300\" srcset=\"https:\/\/www.yohz.com\/blogs\/wp-content\/uploads\/2017\/04\/dbdoc_text_04-1.png 800w, https:\/\/www.yohz.com\/blogs\/wp-content\/uploads\/2017\/04\/dbdoc_text_04-1-300x113.png 300w, https:\/\/www.yohz.com\/blogs\/wp-content\/uploads\/2017\/04\/dbdoc_text_04-1-768x288.png 768w, https:\/\/www.yohz.com\/blogs\/wp-content\/uploads\/2017\/04\/dbdoc_text_04-1-150x56.png 150w\" sizes=\"(max-width: 800px) 100vw, 800px\" \/><\/p>\n<p style=\"padding-left: 30px;\">\n<p style=\"padding-left: 30px;\">\u00a0The DB Doc help file contains a <a href=\"http:\/\/www.yohz.com\/help\/dbdoc\/tserver_database.htm\">reference<\/a> for all the schema elements you can use in your reports. \u00a0Once you&#8217;ve set up your text values, you can drag the element handles to resize the element, or reposition the element in the report.<\/p>\n<ul>\n<li>graphic elements<\/li>\n<\/ul>\n<p style=\"padding-left: 30px;\">Graphical elements are those images or icons you see displayed in the report template. \u00a0To modify the image, double click on the existing image.<\/p>\n<p style=\"padding-left: 30px;\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-67\" src=\"http:\/\/www.yohz.com\/blogs\/wp-content\/uploads\/2017\/04\/dbdoc_pdf_04.png\" alt=\"\" width=\"737\" height=\"527\" srcset=\"https:\/\/www.yohz.com\/blogs\/wp-content\/uploads\/2017\/04\/dbdoc_pdf_04.png 737w, https:\/\/www.yohz.com\/blogs\/wp-content\/uploads\/2017\/04\/dbdoc_pdf_04-300x215.png 300w, https:\/\/www.yohz.com\/blogs\/wp-content\/uploads\/2017\/04\/dbdoc_pdf_04-150x107.png 150w\" sizes=\"(max-width: 737px) 100vw, 737px\" \/><\/p>\n<p style=\"padding-left: 30px;\">This brings up the <strong>Picture<\/strong> editor. \u00a0Click on the <strong>Load<\/strong>\u00a0icon to load your png, bmp, or jpeg image, then click on the <strong>OK<\/strong>\u00a0button to display that image in your report.<\/p>\n<p style=\"padding-left: 30px;\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-68\" src=\"http:\/\/www.yohz.com\/blogs\/wp-content\/uploads\/2017\/04\/dbdoc_pdf_06.png\" alt=\"\" width=\"352\" height=\"345\" srcset=\"https:\/\/www.yohz.com\/blogs\/wp-content\/uploads\/2017\/04\/dbdoc_pdf_06.png 352w, https:\/\/www.yohz.com\/blogs\/wp-content\/uploads\/2017\/04\/dbdoc_pdf_06-300x294.png 300w, https:\/\/www.yohz.com\/blogs\/wp-content\/uploads\/2017\/04\/dbdoc_pdf_06-150x147.png 150w\" sizes=\"(max-width: 352px) 100vw, 352px\" \/><\/p>\n<p style=\"padding-left: 30px;\">The report is now updated to display the image you loaded. \u00a0You can resize and reposition the image by dragging the image or image handles.<\/p>\n<p style=\"padding-left: 30px;\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-74\" src=\"http:\/\/www.yohz.com\/blogs\/wp-content\/uploads\/2017\/04\/dbdoc_pdf_11.png\" alt=\"\" width=\"704\" height=\"570\" srcset=\"https:\/\/www.yohz.com\/blogs\/wp-content\/uploads\/2017\/04\/dbdoc_pdf_11.png 704w, https:\/\/www.yohz.com\/blogs\/wp-content\/uploads\/2017\/04\/dbdoc_pdf_11-300x243.png 300w, https:\/\/www.yohz.com\/blogs\/wp-content\/uploads\/2017\/04\/dbdoc_pdf_11-150x121.png 150w\" sizes=\"(max-width: 704px) 100vw, 704px\" \/><\/p>\n<p style=\"padding-left: 30px;\">\n<p style=\"padding-left: 30px;\">If you want to fit the image into a smaller area, select the <strong>Stretched<\/strong>\u00a0option in the object inspector.<\/p>\n<p style=\"padding-left: 30px;\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-75\" src=\"http:\/\/www.yohz.com\/blogs\/wp-content\/uploads\/2017\/04\/dbdoc_image_01.png\" alt=\"\" width=\"1031\" height=\"466\" srcset=\"https:\/\/www.yohz.com\/blogs\/wp-content\/uploads\/2017\/04\/dbdoc_image_01.png 1031w, https:\/\/www.yohz.com\/blogs\/wp-content\/uploads\/2017\/04\/dbdoc_image_01-300x136.png 300w, https:\/\/www.yohz.com\/blogs\/wp-content\/uploads\/2017\/04\/dbdoc_image_01-768x347.png 768w, https:\/\/www.yohz.com\/blogs\/wp-content\/uploads\/2017\/04\/dbdoc_image_01-1024x463.png 1024w, https:\/\/www.yohz.com\/blogs\/wp-content\/uploads\/2017\/04\/dbdoc_image_01-150x68.png 150w\" sizes=\"(max-width: 1031px) 100vw, 1031px\" \/><\/p>\n<p>Once you&#8217;ve made the changes. remember to save the template. \u00a0You can save the template under a new name to create a new template if you want to preserve the default template. \u00a0Remember to select the appropriate template when you generate your PDF report.<\/p>\n<p>If you need any assistance customizing the template, please do drop us a line at <a href=\"mailto:support@yohz.com\">support@yohz.com<\/a>.<\/p>\n<div class=\"fcbkbttn_buttons_block\" id=\"fcbkbttn_left\"><div class=\"fcbkbttn_like \"><fb:like href=\"https:\/\/www.yohz.com\/blogs\/2017\/04\/04\/customizing-db-doc-pdf-and-word-report-templates\/\" action=\"like\" colorscheme=\"light\" layout=\"button\"  size=\"small\"><\/fb:like><\/div><div class=\"fb-share-button  \" data-href=\"https:\/\/www.yohz.com\/blogs\/2017\/04\/04\/customizing-db-doc-pdf-and-word-report-templates\/\" data-type=\"button\" data-size=\"small\"><\/div><\/div>","protected":false},"excerpt":{"rendered":"<p>The PDF and Word reports in DB Doc share the same template. \u00a0Most of the elements in the PDF template are customizable. \u00a0To customize the report, click on the Edit\u00a0button next to the Report template file name. There are broadly 2 types of elements in the report templates: text memos Text memos are text elements [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"footnotes":""},"categories":[6],"tags":[13,3],"_links":{"self":[{"href":"https:\/\/www.yohz.com\/blogs\/wp-json\/wp\/v2\/posts\/30"}],"collection":[{"href":"https:\/\/www.yohz.com\/blogs\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.yohz.com\/blogs\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.yohz.com\/blogs\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.yohz.com\/blogs\/wp-json\/wp\/v2\/comments?post=30"}],"version-history":[{"count":4,"href":"https:\/\/www.yohz.com\/blogs\/wp-json\/wp\/v2\/posts\/30\/revisions"}],"predecessor-version":[{"id":81,"href":"https:\/\/www.yohz.com\/blogs\/wp-json\/wp\/v2\/posts\/30\/revisions\/81"}],"wp:attachment":[{"href":"https:\/\/www.yohz.com\/blogs\/wp-json\/wp\/v2\/media?parent=30"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.yohz.com\/blogs\/wp-json\/wp\/v2\/categories?post=30"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.yohz.com\/blogs\/wp-json\/wp\/v2\/tags?post=30"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}