Reports used by the addin default to embedded report templates. Reports can be customised and placed in a shared location where multiple users can use the same report templates.

Sample report templates can be found in C:\Program Files\Transmittal\Reports when installed or on the Github repo.

Report names must be:

  • ProjectDirectory.rdlc
  • TransmittalSheet.rdlc
  • TransmittalSummary.rdlc
  • MasterDocumentsList.rdlc

Report files can be edited in either Syncfusion Standalone Report Designer or Microsoft Report Builder. Both tools are free.

Microsoft Report builder only appears to support RDL files. However, if you right click on an RDLC file and choose Open with > Choose another app, the Report Builder can be chosen and the RDLC files can be opened, edited and saved.

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Instructions for upgrading older reports to the latest version of the report template that supports version 2.* can be found here