Distribute custom reports to WorkZone Content Server

Once you have created the report template file from Microsoft Word or Excel and any localized (i.e. translated) versions of the report template as well as the Report JSON file, you can use the WorkZone PDF Installer to distribute the report(s) to your WorkZone Client users.

  1. Create a folder called Reports in the same folder where the KMD WorkZone PDF.exe is located.
  2. Place all custom report templates you want deployed during an installation or update in the Reports folder.
  3. Run the WorkZone PDF installer. When the Database Configuration option is run, any reports placed in the Reports folder will be automatically deployed to the WorkZone Client by the installation process.

When the PDF Installer installation is completed, the Reports table will be updated with new entries for the custom reports.

The Template_key corresponds to the Record Key of the report template document, which contains a Word template.

Note: If you need to edit the report template, you can find the document by using WorkZone Client. After you have edited the document, you can save the document to the WorkZone Content Server.
Alternatively, you can create a new document with the Word template and then update the Template_key to the Record Key of the new report template.