Manage Your Consulting Business

Creating custom reports

  1. Customizing the invoice template

OpenPsa Projects uses a Midgard Style -based report engine.

All styles in the system with their names prefixed by __NNPREP_ will be displayed in the report selector.

Customizing the invoice template

  • Log into Spider Admin as system administrator (this must be done in Spider as Aegir doesn't allow editing of child styles that cross sitegroup boundaries)
  • Go to Styles and select the __NNPREP_Invoice (SG0) style
  • Click New Substyle
  • Name your style __NNPREP_Example Invoice (or something similar)
  • Create some elements to the child style to customize the basic invoice layout:
    • <(logo)> containing HTML <img /> tag to the company's logo
    • <(page_footer)> containing company's contact information in a HTML table
    • <(css)> containing appropriate font settings
    • See the -dist elements for examples
OpenPsa is a web-based management suite for consultancies. It has been developed by Nemein and is available under a Free Software license.