Report Customization

(As of: June 2026)

Available as a subscription: Core · Pro · Ultimate

Re:

• ⚙️ Administration

The Customer Assets Hybrid Report offers a wide range of settings that allow you to customize the layout and control of documents. This manual explains the module’s key features and settings to ensure efficient use.

Required settings

To use the Customer System Hybrid Report, certain settings must be configured in the client settings. These include uploading the logo, updating the address bar in the display window, and configuring the footer content.

Overview of Features

The Customer Assets Hybrid Report allows for detailed customization of the document display using various toggles and settings. The report’s basic layout types can be divided into two main categories: vertical and horizontal views. These layouts can be customized as needed to display specific document data.

Layout adjustments

The report allows you to choose between different layouts. This selection is made using the "Select Design" button, which has three different settings. It is important to use the exact spelling of the buttons, as they are case-sensitive. A single incorrect character can prevent the report from functioning properly.

In addition, a cover page can be enabled for use with certain documents, such as quotes or orders. The "Select Cover Page" button allows you to enable or disable the cover page. When the cover page is enabled, the system checks whether the first line of the document contains free text. If so, the cover page is displayed.

Color and text adjustments

Customizing colors and text is also a key feature of the report. Using the "Select Color" and "Select Text Color" buttons, you can choose from predefined colors such as c-entron-yellow, c-entron-blue, light gray, and black, or enter custom RGB values. These customization options allow you to design the documents in your company’s colors.

Document details and contact person

The report allows you to view specific document details, such as internal staff members and contacts. Using the "Select Contact Person" button, you can select various contact persons, who will then be displayed on the document. You can also add a second contact person using the "Select Contact Person 2" button.

In addition, the document version number can be controlled using the "Select Document Version Number" button. Here, you can specify whether the version number should be displayed for all documents, only for quotes or orders, or not at all.

Logo and Footer Settings

The logo can be configured using the "Select Logo" button. You can choose to display the logo on all pages, only on the first page, or not at all. This feature is particularly useful if you are already using letterhead that includes a logo or footer.

The report footer can also be customized. The term "Managing Director" is used here, but it can be changed depending on the type of company. You can select the appropriate term for the footer using the "Select Company Type" button.

Barcode and QR Code Integration

Customers who use a document management system (DMS) have the option to integrate barcodes into their documents. The "Select Barcode" button allows you to define barcodes for various document types. Additionally, a QR code containing the payment details can be added to invoices. This makes it easier for customers to process payments, as they can scan the information directly.

Discount and Terms Settings

The report also allows you to display discounts per line item. The "Select Discount per Line Item" toggle ensures that discounts are listed in a separate column when they are applied to a line item. If no discount is available, the column is not displayed, which optimizes space on the receipt.

In addition, the text for payment terms can be customized using the "Show Long Condition" and "Show Short Condition" buttons. This allows you to choose between displaying the long or short text.

Customization of text and labels

Text and labels are customized using the "querylabels de" query. Here, you can edit specific wording and legal text to ensure they comply with the relevant legal requirements. It is important to preserve the quotation marks to ensure the code is marked up correctly.

Conclusion

The Customer Systems Hybrid Report offers extensive options for customizing documents. With a wide range of controls and settings, companies can tailor the document layout to their specific needs. For extensive customizations or specific requirements, we recommend contacting the Reports Department for assistance to ensure optimal configuration.