User's Guide

Report Designer

To start editing the current design, click 'Edit'. The window will switch to the Report Designer mode. Standard designs cannot be changed. If you try to modify one, the system will create a copy and start editing it instead.

  1. Change the report template in the editor on the left-hand side.

    A design of a report if defined by a report template. The template is an HTML document with some additional mark-up that allows CostMiner embedding your data, such as business details and estimate, into the template to produce the final page. It can repeat some sections of the template multiple times to render multiple items, for instance, lines in an invoice. The syntax of the additional mark-up is described in the Template Reference.

    The report is re-generated as you edit the template. If there is an error in the CostMiner mark-up, the error message will be displayed on the right-hand side instead of the report. Clicking the message will put the cursor at the location of the error in the template.

  2. To rename the design, change its name in the box in the 'Edit Design' group of the ribbon.

  3. To save the design, click 'Save'.

  4. To return back to the Viewer mode, click 'Edit' again.