This article explains how to customize the Contract report.
Contract Report Sections
The Contract report is made up of the following sections.
Header
The Header section of the Contract report is shown below, as it is displayed when the stock report is generated.
This section displays your company information and the client information for the project.
Section 1 Terms
The default wording for the "Section 1 Terms" is generated via a RichTextBox control on the report. This is the text you will need to change to reflect your own terms and conditions.
Payment Schedule
This section of the report is generated via a subreport named "Contract Payment." It displays the payment terms for a project and its change orders.
Section 2 Terms
The default wording for the "Section 2 Terms" is generated via a RichTextBox control on the report. This is additional text you will need to change to reflect your own terms and conditions.
There are also some signature lines following the Section 2 Terms.
Customization
You will want to add your own wording to the two "terms and conditions" sections of the report. You certainly don't have to use both sections, but this example will.
To add your own wording, you will need to create Rich Text Format (.rtf) documents in Wordpad, a built-in text editor in Windows.
Do not use Word to create your documents. Active reports only support documents created in WordPad for use in the RichTextBox control.
If you already have your terms in Word, copy and paste them into a Notepad document to strip out all formatting, then paste them into a Wordpad file and reformat.
In this example, we will replace the text in both Section 1 Terms and Section 2 Terms.
1/ Open Wordpad on your machine. One way to do this is to click Start and type in Wordpad, without the quotes, in the search box, and click Enter.
2/ When Wordpad opens, create your document to replace the text in Section 1 Terms and save the file.
3/ Save the file and repeat Step 2 for Section 2 Terms.
4/ Open the Standard Report Designer. Click Start > Reports > Standard Report Designer.
5/ Click the New button.
The New Report Wizard will open.
6/ Click Next.
7/ Select the Contract report and click Next.
8/ Give your report a name.
9/ Click Next through all the steps and click the Finish button when done.
The Report will open for editing.
10/ Select the first RichTextBox control, right-click, and select Load file.
11/ Browse to the RTF doc you created in Step 2.
You can scroll through the text within the RichTextBox by double-clicking the box.
12/ Select the second RichTextBox control, right-click, and select Load file.
13/ Browse to the RTF doc you created in Step 3.
14/ Publish your report and then run it against a project.