Report Templates can't be used or created

Forum Forums D-Tools General Forum Bugs Report Templates can't be used or created

This topic contains 8 replies, has 3 voices, and was last updated by  jimmy Wright 1 month ago.

Viewing 9 posts - 1 through 9 (of 9 total)
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  • #12798 Reply

    jimmy Wright
    Participant

    Our report theme is unavailable for use with default scope of work document. Nor can we create a new theme to use. We still can use/create legacy themes. When will this feature be back? We will be forced to recreate all documentation to include company logo and license number due to this change.

    #12799 Reply

    Narayana Karthik
    Participant

    Hi,
    You can still use our legacy client reports including Scope of work document report with legacy themes in SI 2017.
    Please download our Legacy Proposal reports from here (Legacy SI 2016 Proposals)
    http://support.d-tools.com/001_SI_2017_Documentation/User_Guide/05_Reports/6_Additional_Reports

    Download Legacy Other client Reports from here (Cover page, Scope of Work, etc)
    Legacy Other client Reports

    Hope it helps.

    #12800 Reply

    jimmy Wright
    Participant

    That’s great and all, but we need a solution to the new report system not allowing custom themes.

    The problem is that we run report groups (scope, proposal install, contract) in many different variations. Creating more labor for our design team to recreate all of these groups, change all of the settings within each report, and make sure the groups are distributed to all machines, kind of defeats the purpose of D-Tools.

    I understand needing to change reports around. But only releasing them with half of the features that should be standard, forcing us to use a work around (labor costs), only to do the same process again once you finish the production release (more labor cost) doesn’t help us.

    Yes, this is a first world problem. Yes, we will survive. Don’t rush something to release, without having all the same features available as the old system. Why in the world would you remove custom themes….?

    #12801 Reply

    Narayana Karthik

    Hi,
    Understood your problem my apologizes for the inconvenience as of now our dev team working on this to allow user to create and manage custom themes. Within this month an update will be released with this feature.

    #12841 Reply

    jimmy Wright
    Participant

    So far, this doesn’t appear to have been resolved?

    #12843 Reply

    Narayana Karthik

    Hi,
    Sorry SI update got delayed due to new feature work (Customer Portal) and our next update of SI app (including ability to manage custom report theme) which is scheduled to be released on earlier or mid of next month.

    #12935 Reply

    jimmy Wright
    Participant

    When will this be released? We cannot publish reports from within D-Tools due to our inability to incorporate logo/license number with the report theme. We are back to creating individual word docs for each client report.

    #12936 Reply

    Narayana Karthik

    Hi,
    SI 2017 R2 update already released on August 3rd 2017 itself (with Manage Report themes ability). If you are part of Software Assurance program surely you will get the update automatically,, if you are not then you wont get update for further queries please contact our sales or support team.

    #12951 Reply

    jimmy Wright
    Participant

    Reports themes do not allow for any alteration, other than color of headers and text. Still stuck copy/pasting everything into word docs and excel sheets.

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