Report Templates
The application comes with a default SSRS report template for each module. Templates can be modified using the Report Builder tool freely distributed by Microsoft.
All reports templates must be stored in the RDL files subfolder within the main folder where the app is running from. See enhancements implemented in version 24.8
Note: on version v17.4 the Paperless was upgraded to handle SSRS created with Report Builder 2016. All default report templates were upgraded.
Enhanced RDL File Path Handling implemented in Version 24.8 (Invoicing Module)
There is updated functionality that provides greater flexibility and reliability when locating RDL (Report Definition Language) files for the report templates. Here's what the new mechanism allows:
• Direct Use of Full Paths:
You can now specify the complete path to an RDL file, and the application will use it directly. This is especially useful when RDL templates are stored in custom locations outside the standard BMS folders. For example, you can now point to:
D:\CustomReports\Invoices\MyTemplate.rdl
and the system will recognize and use it without further configuration.
• Flexible File Location:
The application can handle both a direct file path and a combination of subfolder and file name to locate the RDL file. If a subfolder is specified (such as \Custom RDL\MyFolder) along with a report file name (Acme-Invoice.rdl), the application will automatically combine those to find the correct report. This makes it easier to organize and manage reports in a structured folder layout.
• Improved Path Resolution:
The application intelligently determines the correct file path, ensuring it uses the most accurate location available. It first checks if the provided report name is a valid and complete path. If not, it attempts to use the full file path (if supplied), or constructs a path using the configured subfolder and base RDL directory. This multi-step validation ensures robustness and reduces errors due to missing or misconfigured paths.
• RDL File Complete Path Override (Invoice Module Only):
In addition, the invoice module includes a special field in the main invoice grid called RDL File Complete Path, as shown in the screenshot. This field can be populated dynamically using Logic Extender with any level of complexity, allowing you to determine the exact file path programmatically—based on customer, invoice type, region, or any custom business rules. If this field is not null, it will take full precedence and override all other RDL resolution logic described above. This gives power users and advanced configurations a way to directly control report rendering with precision.
