Adding a new report style

You can copy and edit an existing report style.

  1. Go to the WWWRoot/Themes/Reports/Ergonomic folder in your Sage CRM installation.
  2. Copy and rename the *.XSL (Extensible Style-sheet Language) files, which define the existing styles for the desktop and mobile browsers. Also copy the CSS files which are referenced by the PC *.XSL files. For example, STDGRIDSPC.XSL and STDGRIDS.CSS. The *.XSL file controls the structure of the report and the *.CSS file controls the look and feel of the report.
  3. Edit the files so the LINK tag in the new XSL file points to the new CSS file.
  4. To create a translation for the new styles so that they appear in the Report Style field, click <My Profile> | Administration | Customization | Translations.
  5. Click New.
  6. Enter the caption code, which must be the same as the file names (without the PC).
  7. Enter ReportStyles in Caption Family.
  8. Enter Choices in Caption Family Type.
  9. Add the translations for the languages used in your organization.
  10. Click Save. The new style appears in the Report Style field. For more information, see Report Details panel fields.