The Custom Report Designer is an optional feature of the estimating system which allows you to tailor existing estimating Reports to your specific needs. You can change:
* Headings and footings (including adding your company logo or adapting Reports to print on your letterhead)
* The title of the Report
* Fonts and colors for all information in the Report and in the headings/footings
* The order which fields appear
* The width of the fields
* Which fields are shown
* The formatting of fields, such as the number of digits to the right of the decimal, whether a dollar sign appears before costs, whether commas are used as a thousands separator, whether to blank-out zeros, left/right/center justification, etc.
And, new with Release 6.6 and above, you can:
* Change the name of Reports shown in the Report list.
* Make copies of our Standard and your Custom Reports to make new Reports.
Custom Reports may be created or edited from any of the three Report dialog boxes (Bid Reports, Price Book Reports, and Quick Print). You may also work with Custom Reports from the new Custom Report List and Report Form, available from the Reports menu.
A special Report Designer window allows you to add, change, or remove any item in the Report, and tailor the Report to your specific needs.
When you have the User-Customized Reports feature, you will see four additional controls on each of your three Report dialog boxes (Bid Reports, Price Book Reports, and Quick Print). At the top of the dialog, above the list of Reports to select from, will be two radio buttons which allow you to choose between Standard Reports (i.e., those provided with the system), and User-Customized Reports (i.e., your Reports). When you click in the circle before these options, the Reports displayed in the list below will change. At first, there will be no Reports in the User-Customized Reports list, until you create some Custom Reports.
There are also two new push buttons on the dialog: "Customize Report..." and "Delete Custom Report". The "Customize Report..." button is used to create a customized version of a Report, as will be described shortly. The "Delete Custom Report" button is used to delete a customized Report you have previously created. It is disabled (i.e., grayed out and cannot be pressed) when viewing the Standard Reports because they cannot be deleted.
To customize a Report, go to one of the three Report dialogs (Bid Reports, Price Book Reports, or Quick Print), highlight the Report you wish to customize in the list (you will usually need to be viewing the Standard Reports list, unless you have customized the Report before), and press the "Customize Report..." button. If you selected a Custom Report, you will be asked if you want to just edit it, or edit a copy of it. If you selected a Standard Report, the Report Designer will always make a copy of the Report, and put the copy in the Custom Reports List. Next, you will be given an opportunity to change the Description of the Report, as it will appear in the Reports List. After you press the OK button in that dialog box, the Report Designer window will appear. All other estimating windows will be hidden. Here you can make whatever changes you want to the Report.
See Also: Customize Report Button, Custom Report List, Report Form, Bid Reports, Price Book Reports, Quick Print, Reports menu
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