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Summary
This document describes using style sheets to present reports in customized formats.
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Complete the following steps to create, apply and view a style sheet report:
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Go to the Setup
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page of the owner
Click Stylesheets
Click Add
Select a report or a list from the dropdown menu that you want to apply the style sheet to
Enter the stylesheet in the data field
Click Save or Save/New if you wish to apply a style sheet to additional reports
Go to the report or list and you will see a Transform link in the top right corner of the report or list. Click Transform to display the report or list using your stylesheet
Sample Style Sheet
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Tip: You can use a similar xsl layout as invoice templates use to format the data. |
below is a sample stylesheet used to transform the Statement Of Account report:
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| Info |
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Note: this template may include tokens that are not available on the listname that you're choosing. Be sure to first click export on the report or list you're on, view that XML to determine the correct element names that are available in that particular list. They can then be worked into the example template |
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