VN0001 - Customizing Quick Reports

Technical Notes

Author Philip Van Baren & Matt Millard

Abstract

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The standard Quick Report functionality can be modified to meet the needs of a test profile and helps to increase test report efficiency.

PROBLEM

A customer called us with a cry for help: “I need to run 3+ and 3‐ pulses in each of the three orthogonal axes on 20 test samples for a classical shock test. I need to generate a report for my customer with the run name (description of axis and sample) highlighted, the accelerometer location for each of the 21 channels used, the test schedule details, and the accelerometer calibration details. I must have one graph with all the channels displayed. Then, I need a report for each channel (aside from Ch 2 and Ch 3) with the aforementioned test details.

I’m currently creating one graph at a time by editing the graph annotation to show the channel description, and then using the standard Quick Report and selecting Active Graph, Test Schedule, and Accelerometer Details. I am then editing the .rtf document to remove the channels I don’t need and manually highlighting the run name at the top. This is going to take me days! How can I do this easier/faster?”

SOLUTION

In the Quick Report feature, when the user selects information or adds text to a field, the information is retained with the test profile. With this feature, a custom Quick Report form can be easily developed to address the problem at hand.

To access the Quick Report feature, click the Report button in the main toolbar.

Step 1

Under C:\VibrationVIEW\Templates\Shock\QuickReports, locate the files QuickReport.htm and QuickReport.rtf. (If you are creating a report for another test mode, select the appropriate folder.) The .htm file is the form and the .rtf file is the associated report.

Step 2

Right-click on the .htm file and click Open with > Notepad to edit the current .htm file.

Step 3

Click File > Save As and name the file the same as your test profile. This will force the Quick Report feature to use your customer form.

Step 4

Edit the .htm file (example below). Be sure to change the name of the .rtf Quick Report template file you want to use (located at the bottom of the .htm file). Example: < input type=”hidden” name=”TEMPLATE” value=”QuickReports\RMTS_ShockReport.rtf”>.
QuickReport.htm screenshot

Step 5

Save the changes to the new custom .htm file.

Step 6

Under C:\VibrationVIEW\Templates\Shock\QuickReports double-click the file QuickReport.rtf.

Step 7

Click File > Save As and name the file the same as the .htm file in Step 4. Be sure to save this file as a .rtf file.

Step 8

Edit the report template. For more information on the PARAM and FORM field information, visit the VibrationVIEW Help Index and click Reports and Forms. Be sure to use the same naming scheme as your .htm file in order to recall the data into your report template (example below).

Step 9

Save the new .rtf file with the changes.

Step 10

Close the .rtf and .htm files.

Testing The Solution

The new Quick Report form and report are ready to be used.

Step 1

Open a data file for the new Quick Report form and report.

Step 2

Click Report and fill out your new form. Click the OK button at the bottom when you are finished.

Step 3

A report should automatically appear with your new report template that incorporates the information you filled out in the form.

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