1. Overview

Every report available in the system can be modified. Report editing is performed directly from the report list, using the Edit option.

A modified report may be:

• Saved as a new report — the original report remains unchanged.
• Saved by overwriting the existing report — the previous version is replaced.

Important: Built‑in reports should preferably be saved as new copies. Once a built‑in report is modified, it can no longer be updated automatically in future software versions.
You can, however, restore the original version at any time.

2. Report Structure

A report consists of several structural sections. 

Each of them can be edited in terms of size, styling, content and layout.

3. Changing the Report Appearance

1. Select the element you want to modify.
2. Open the Settings tab in the right‑hand panel.
3. Go to the Appearance section and adjust visual attributes.

Examples:

• To change the report title color:
  Appearance → Font → Foreground color

  

• To change the table header background color:
  Appearance → Background

  

4. Adding a Column

1. Select an existing column adjacent to the location of the new column.

2. Right‑click and choose:
   Insert → Column to the right

   

3. Select a cell in the new column and insert data, using the structure: [table_name.column_name]

   

4. Select the column header cell and set the column name under:
   Settings → Table cell → Text

5. Adding a Parameter

Goal:

Add a parameter to the report Device Ranking by Number of Events that defines the minimum number of events required for a device to appear in the results.

Steps

1. In the Data tab, open the Parameters section.

2. Create a new report parameter (see the Report Designer documentation for more on parameters).

   

3. Fill out the parameter form.

   

4. In the Data sources section, select the events_logs table and open the Data Source Wizard.

   

5. Prepare new SQL query that includes the new query parameter. 

         
         SELECT  l.device_id,  max(coalesce(d.device_type_id, l.device_type_id)) AS device_type_id,  max(t.device_name) AS device_name,  COUNT(1) AS events_count FROM report.alert_event_logs l LEFT JOIN report.devices d ON l.device_id = d.id JOIN LATERAL (  SELECT    CASE      WHEN d.id is NOT NULL        THEN d.full_name      ELSE l.device_full_name    END  AS device_name ) t ON true WHERE l.start_date >= @event_date_from::timestamp AND l.start_date <= @event_date_to::timestamp AND (  @map_id::int IS NULL OR  @device_ids != '' OR  EXISTS(    SELECT 1 FROM report.maps_devices md    WHERE md.device_id = l.device_id AND md.map_id = @map_id::int  ) ) AND (  @device_type_ids = ''  OR @device_ids != ''  OR l.device_type_id = ANY(string_to_array(@device_type_ids, ',')::int[]) ) AND (  @device_ids = '' OR  l.device_id = ANY(string_to_array(@device_ids, ',')::int[]) ) AND (  @event_ids = ''  OR COALESCE(l.alert_event_id, 0) = ANY(string_to_array(@event_ids, ',')::int[]) ) GROUP BY l.device_id HAVING count(1) > @events_count ORDER BY  CASE WHEN @sort_direction = 'ASC' THEN count(1) END ASC,  CASE WHEN @sort_direction = 'DESC' THEN count(1) END DESC LIMIT (@records_count::int)
       

6. Replace the existing SQL query with the new one.

   

7. Add the parameter referenced in the SQL query.

   

8. Add the parameter to the header and adjust its appearance.

   

9. Set a test value for the parameter.

   

10. Open the Preview — the parameter label may need to be translated for languages other than default. More about language and localization you can find here.

    

11. Go to Localization and select language you want.

    

12. Fill in the label and description for the parameter.

    

6. Adding a Chart

Goal:

Add a bar chart to the report Device Ranking by Number of Events showing the distribution of event counts per device.

Steps

1. Add a Group Header where the chart will be displayed (right-click on header section).

   

2. Drag the Bar Chart component into the group header.

   

3. Stretch the chart to the width of the page.

4. Launch the Designer.

   

5. Complete all steps of the wizard.

   

6. Confirm changes and check the Preview.

   

7. Adding a Table of Contents

Goal:

Add a table of contents to the report Asset Details.

Steps

1. Create a bookmark in the asset name field using the Expression Editor.

   

2. Drag the Table of Contents component into the report header.

   

3. Select the TOC component and adjust its style.

   

4. Set the TOC title.

   

5. Adjust language versions:

   • Click the main canvas area to open the report‑level Settings.

     

   • Select the target display language.

     

   • Adjust report properties for that language.

     

   • Click the TOC area and enter the title for the selected language.

     

   • Return the report language to the default.
6. Check the Preview.

8. Adding a Page Header

Goal:

Add a repeated section at the top of every page.
This section should include:

• an image
• main text
• secondary text
• editable fields (fillable in the final PDF)

Steps

1. Right‑click any element and select:
   Select group → Page header

   

2. Drag the Image field into the header.

   

3. In the image settings, upload a file or provide a URL.

   

4. Adjust image size if necessary.
5. Add text:

   • Use Label for main text

     

   • Use Rich Text for secondary text

     

   • Add language versions if needed
6. Add editable fields:

   • Drag Character Join to insert a multi‑cell field

     

   • Enable editing so the field can be filled in the PDF

     

   • Adjust the size by resizing the field.

7. Open Preview and select Highlight editable fields to verify.

   

8. Fill in the field according to your needs

   

9. Note: Editable field values entered on the first page appear only on the first page in the exported PDF. Subsequent pages display empty fields.