topic Creating Report Template in Vault Forum

Creating Report Template

Anonymous — Wed, 24 May 2017 14:30:22 GMT

I am getting this error every time I try to use a custom report template. The templates that came with vault work correctly, only custom ones do not work.

Re: Creating Report Template

Senthil_Kumar — Wed, 24 May 2017 14:37:31 GMT

Which version of visual studio you used to create this template? We do not support the latest versions. Try to follow this white paper http://images.autodesk.com/adsk/files/report_template_authoring.pdf

Re: Creating Report Template

Anonymous — Wed, 24 May 2017 14:39:44 GMT

I used the ReportTemplateAuthoringUtility.exe that was in the folder with the report templates. I do not believe we have visual studio here, if there is a version that is supported can you direct me to it?

Re: Creating Report Template

Senthil_Kumar — Wed, 24 May 2017 14:46:07 GMT

The PDF I shared in the previous post has which version to use to create your own template and how to create. Hope that helps.

Re: Creating Report Template

Anonymous — Wed, 24 May 2017 14:47:48 GMT

My mistake, I didn't see the link at first, thank you for your help

Re: Creating Report Template

bharath.kumar99 — Wed, 24 May 2017 15:25:55 GMT

Hi Spencer,

To be specific, Vault recognizes RDLC 2008 file format definitions only. This is mostly achieved thru Visual Studio professional/Express 2008, other tip here would be to use an RDLC editor, please see details in the below blog on how to get started -

RDLC Editors

Regards,

Re: Creating Report Template

schnauzervillage — Tue, 29 May 2018 10:17:44 GMT

Hi All

Ive followed the thread and still cannot get a result. The tutorial PDF works up to a point but fails when leading to MSVWD Express 2008 with report add-in loaded. You got a slightly different result (still a fail) for 2018 report templates but when creating your own or editing one of the standard ones for 2019 this is the error I get:

However if you open a std file template from 2018 it will open the report. If this file is edited and re-saved then Vault 2019 reports the file needs to be migrated when used.

All the YouTube vids I've watched follow the guidelines in the PDF tutorial linked in this thread. I think I've got the correct S/W elements but have no luck. Some advice would be greatly appreciated.

Regards

Re: Creating Report Template

Anonymous — Mon, 04 Jun 2018 14:19:11 GMT

the link to Visual Web Developer express no longer works it can't be downloaded so which software should be used instead or what else should be done to create custom templates?

Visual Web Developer Express

can be downloaded for free from:

http://www.microsoft.com/express/

. The

Microsoft Report Viewer Add-on for Visual Web

Developer 2008 Express Edition

can be downloaded (also free) from

http://www.microsoft.com/downloads/details.aspx?FamilyID=b67b9445-c206-4ff7-8716-

a8129370fa1d&displaylang=en

Re: Creating Report Template

schnauzervillage — Mon, 04 Jun 2018 15:07:04 GMT

Hi Maria

Not sure if your reply is agreeing with me or offering an alternative download link. Which actually dont work anyway so I assume you are agreeing with me??

Also if Report Viewer 2015 is included in VAULT 2019 load - how do you use it?

Regards

Re: Creating Report Template

tapani.kuikka — Fri, 10 May 2019 11:49:44 GMT

Hello, any ideas how to make things work now with Vault 2019 custom reports?

I have tried with Visual Studio Community 2015 edition, which will fail.

Does Vault 2019 .rdlc files still need the antique 2008 version of Visual studio report editor? (which cannot be found anywhere anymore)

Thanks!

Re: Creating Report Template

schnauzervillage — Fri, 10 May 2019 18:58:31 GMT

Tbh I’ve given up until help desk provide a decent answer and it actually does what it’s supposed to!

Re: Creating Report Template

tapani.kuikka — Mon, 13 May 2019 10:15:58 GMT

Yes, it seems to be pretty difficult to make custom reports work right now, atleast without any proper guide, or how/to examples.

Somehow after numerous trial/errors i got my custom FileTransmittal.rdlc file to work with my own custom UDP:s and pictures etc.

I am not sure what fixed it in the end, i added some items that the error was pointing to manually to the XML file (rdlc) and played around with the encoding, in the end it worked.

I selected the desired UDP:s and system properties using ReportTemplateAuthoringUtility.exe, and then opened the rdlc file with Microsoft Visual Studio Community 2015 (which has SQL Server data tools installed), i edited the texts, changed the picture etc. and added fields, deleted some fields, then saved it from Visual studio.

One strange thing about my custom reports is that it looks different depending on where it is run from in the Vault. For example if i run a FileTransmittal.rdlc from the "Pack and go"-command, it will work as expected, but when i run the same report .rdlc file from "File -> Report", or from "Find -> Report..." the same report will have some of its data fields resetted to the original value. Fields resetted are the report name right below the Autodesk logo, and the field names after that, (Generated by, Date, Source, Action, Destination).

I had translated those fields in my custom report, but the translated texts are visible only when i run the report through "pack and go"-command, but not when run through "File -> Report", or from "Find -> Report..."

I did not find anything in the actual .rdlc file that would overwrite those values, maybe these are somehow overwritten from the Vault when the report is run?