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Report Themes

An introduction to Report Themes

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Written by Ashok P
Updated over 2 weeks ago

Report themes can be used to change the appearance of reports generated from the Report Explorer interface. They add different page header and group header graphics to reports.

You can use themes provided by D-Tools or create your own custom themes.

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Download Themes

The first time you attempt to use themes when running a report, you will be prompted to download the currently available themes from the D-Tools Server. You need an internet connection to download them.

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Clicking Yes will open the Report Settings interface to the Themes tab.

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  • You can set themes for Client, Management, and Installation reports.

  • You can set Legacy themes for older Proposals, Proposal With Images, Proposal With Large Image reports, and other Client reports.

Themes for Client, Management, and Installation Reports

1/ Click the Select link in the Themes section at the top, and the following form will open.

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2/ Choose a theme for the reports.

3/ You can delete any unwanted themes and add your own custom themes by clicking the New button.

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Legacy Themes

1/ Click the Select link in the Legacy Themes section, and the following form will open.

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2/ Choose a theme for the report.

This applies to any custom reports from SI 2016 that you carried over to SI or the Legacy SI 2016 reports that you imported.

3/ You can delete any legacy themes you don't want and add your own by clicking the New button.

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Turn Off Themes

You can turn off the Theme feature on a per-report definition basis by unchecking the Use Theme parameter.

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Custom Report Themes

For Client, Management, and Installation Reports, Custom reports from SI 2016 that you carried over to SI, and Legacy SI 2016 reports, you can create new report themes.

Check out this article for more details.

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