Customizing Reports Using Style Sheets

1 Summary
2 Finding the XML Data
3 Adding or Editing a Style Sheet
4 Sample Style Sheet

Summary

This document describes using style sheets to present reports in customized formats.

Finding the XML Data

To locate the XML with which a report is generated and therefore what you can base your style sheet off of, go to the list you wish to transform, remove all filters (so that you see all the XML available), click 'Export' on the top right of the list, select XML. Next, open the xml file in a text editor. From here you can see and make use of the data and tokens represented in your style sheet.

Adding or Editing a Style Sheet

Complete the following steps to create, apply and view a style sheet report:

Go to the Setup 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

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:

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.