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  • AssetCloud & InventoryCloud: Custom Report FAQ (design, edit)
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AssetCloud & InventoryCloud: Custom Report FAQ (design, edit)

Sicaro Burnett
2025-01-06
in AssetCloud

Click the link below for a PDF of instructions about setting up custom reports in AssetCloud & InventoryCloud:

https://dl.waspbarcode.com/kb/ac/AssetCloud-Setting-Up-Custom-Reports.pdf

Wasp uses a third-party reporting component made by Stimulsoft. If more advanced report design info is needed, here's Stimulsoft's Help pages for their report designer:
https://www.stimulsoft.com/en/documentation/online/user-manual/index.html?data_data_dictionary_variables_system_variables.htm

See also Related Pages below for some additional articles on editing reports/labels that are specific to Wasp's Cloud products.

 

Note: Wasp Tech Support's scope regarding customizing reports is limited.   Support agents do have some knowledge of simple procedures.   Wasp does  offer  fee-based custom report service if you'd like to have some one  build your report for you.   To start that process, contact our Sales team:

US-only Toll-Free: 866-547-9277,  option 2

US Direct: (+1) 214-547-4100, option 2

UK Direct: (+44) 0845 430 1971

waspsales@waspbarcode.com


======================================================


Additional questions, notes, and tips:


1: Where do I find built-in data fields that are available to a report?

Reports typically contain multiple stored procedures that list data fields (expand Data Sources, WaspDB2012 [MS SQL] at the left). For built-in fields, avoid the ones with "CustomFields" in the name, which are only used when referring to user-created fields (in Form Customization). Built-in fields are contained in another SP that is specific to a particular report.

For example, the Historical Check Out By Customer Report contains multiple SPs:
SpAssetTypeViewsWithCustomFields
SpAssetViewsWithCustomFields
SpCustomerViewsWithCustomFields
SpHistoricalCheckOutTransaction
SpLabels4CR

Three of these contain "CustomFields" and SpLabels4CR is not expandable. The remaining SP, SpHistoricalCheckOutTransaction, is the one that contains the built-in fields used by this report (or unused but available).

2: Where are the custom fields stored?

This depends on what kind of field it is. Page 6 lists the relevant Data Sources for different field types (in the form Sp + field type + ViewsWithCustomFields):

SpAssetTypeViewsWithCustomFields
SpAssetViewsWithCustomFields
SpLocationViewsWithCustomFields
SpSiteViewsWithCustomFields


3: Where are my custom fields in the data source?

If you can't see your fields, you need to execute the data source (page 6, step 3 in the PDF above) so the list is updated.


4: Not all fields are available on all reports. 

If you can't find one, we can verify whether it's available. If it's not, we will evaluate that field's usefulness as a possible feature enhancement.


5: For text objects on a report, when they can be multiple and/or variable number of lines, it's best to set these boxes in the Behavior property in the following way:
Can Grow: checked
Can Shrink: checked
Grow to Height: not checked

6. Changing the barcode symbology (type) in Cloud report designer:

  • Start the report designer on the report or label you want to edit, e.g. Asset Tag or Item Number Label.
  • Click to select the barcode.
  • At the lower left, make sure Properties is clicked.
  • In the left Properties pane, set the Bar Code Type to your desired type. The default is Code 128 Auto which is a commonly used 1D type. Common 2D types would be DataMatrix or QR Code.
  • Don't forget to File, Save when you're done editing.

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Related Pages

  • AssetCloud & InventoryCloud Report Customization List
  • AssetCloud Report editing example: Show the number of assets on the Assets by Location Report
  • Cloud reports: How to create a Relation
  • AssetCloud & InventoryCloud: How to add a page number to a report
  • InventoryCloud Report editing example: Add a grand total to the Inventory Cost Report
  • AssetCloud: How to edit the contents of a notification email
  • AssetCloud Report editing example: Add a grand total to the Asset by Location Report
  • AssetCloud & InventoryCloud: How to add a sort to a report
  • AssetCloud: Tips for printing asset tag labels
  • AssetCloud & InventoryCloud: How to add a filter to a report
  • Multiple Products: Custom Reports

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