Home > SI 2016 Documentation > Administrator Guide > Setup > Control Panel > Report Settings

Report Settings

 

Settings

 

Here you can modify the Report Setting in SI 2016.

 

File:SIX_Guide/005_Setup/002_Control_Panel/004_Report/001_Report_Settings/report_settings_button.jpg

 

The Report Settings form has many different options to help you customize the way our reports display/function.

 

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Details

Proposals

General

 

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Description to display

Default value = "Use short description only". You can change this to "Use long description if available" or to "Use long description only".

Remove blank lines in descriptions

Default value = Yes. If you want to add carriage returns in your description fields to leave blank lines set this to False.

How many location levels to display

Default value = (All). Other options are “1” through “5”.  “(All)” will display the full hierarchy of your Location Types for a project.  Using any number 1-5 will run the reports to the specified level, of the five available Location Type fields.

Example: You are using a Location hierarchy as follows: Building->Floor-> Room.  You only want your reports to show by Floor.  Since “Floor” is the second Location "type" in your hierarchy you would choose “2” for this setting.

Include parent location descriptions

Default value = Yes. This will repeat the descriptions for "parent" locations on reports. Set this to False to prevent this.

Example: You are using a Location hierarchy as follows: Building->Floor-> Room. You have entered descriptions in for all Floors and Rooms. If you do not want the descriptions for each floor to repeat above the description for every room, set this to False.

Keep accessories with parent

Default value = Yes. Accessories will be listed beneath the "parent" item on Proposal reports.

Display packages

Default value = Yes. Packages will display in Proposal reports.

Hide zero prices

Default value = No. If a product has a no price set, by default it will display as 0.00 on reports. If you would rather have nothing display, set this to Yes.

Round installation price with tax value to nearest

Default value = null. Options are 0.1, 0.5, 1, 10, 100, 1000. This option will take the the Grand Total (installation price including taxes) and round the number to the chosen value.

Images

 

 

Display image on cover page and proposal reports

Default value = Yes. You can set a default image for the Cover Page report and for the cover page that prints with all Proposal reports via the "Select" link. You can also change this image per project.

Themes

 

 

 

Proposal reports

Here you can set your default Theme for your Proposal reports.

Proposal with images reports

Here you can set your default Theme for your Proposal with Images reports.

Proposal with large images reports

Here you can set your default Theme for your Proposal with Large Images reports.

Other client reports

Here you can set a default Theme for all other Client reports so that they will match the Theme you've set for your Proposal of choice.

Alternate

 

 

Display alternate item quantity

Default value = Yes. If you switch this to No, no quantity field will display next to Alternate Items.

Alternate text

Default value = Alternates. Here you can change the wording for Alternate Products.​

Alternate text color

Default value = Black. Here you can change the font color for Alternate items.

Alternate 'Add' description

Default value = Add. Here you can change the wording for positive value Alternate Products.

Alternate 'Subtract' description

Default value = Subtract. Here you can change the wording for positive value Alternate Products.​

 

See Alternate Products.

Optional

 

 

Optional text

Default value = Additional Options. Here you can change the wording for Optional Items.​​​

Optional text color

Default value = Black. Here you can change the font color for Optional Items.

 

See Optional Items.

OFE

 

 

Display OFE items as separate items

Default value = Yes. This will separate out products marked as "Owner Furnished Equipment" (OFE) from similar products that are not OFE.

Indicate OFE items with this text at start of description

Default value = [OFE]. Here you can enter whatever text (if any) you want added to your description field on reports to designate that the item is OFE.

 

See Owner Furnished Equipment.

Non-billable

 

 

List non-billable items as separate proposal items

Default value = Yes. This will separate out products marked as "Non-Billable" from similar products that are not non-billable.

Indicate non-billable items with this text at start of description

Default value = [NB]. Here you can enter whatever text (if any) you want added to your description field on reports to designate that the item is non-billable.

Summary

 

 

Summarize tax

Default value = Yes. This will print one line for tax in the Project Summary section of Proposals. If you want each tax item (assuming you are using Tax Groups) to display separately, set this to No.

Summarized tax item display name

When the above setting is set to "Yes", you can change the wording for "Sales Tax" to whatever you want it say, e.g. VAT, in the Project Summary section of Proposals.

Discount display name

Here can change the word "Discount" to any word you wish in the Project Summary section of Proposals. Click here for information on the Discount field.

Labor display name

Here can change the word "Labor" to any word you wish, perhaps an alternate spelling like "Labour", in the Project Summary section of Proposals.

Product adjustment display name

Here you can change the wording "Product Adjustment" to whatever you want it to display in the Project Summary section of Proposals. See Price Adjustments.

Miscellaneous parts adjustment display name

Here you can change the wording "Misc. Parts Adjustment" to whatever you want it to display in the Project Summary section of Proposals. See Price Adjustments.

Labor adjustment display name

Here you can change the wording "Labor Adjustment" to whatever you want it to display in the Project Summary section of Proposals. See Price Adjustments.

Miscellaneous items display name

Here you can change the wording "Misc. Items" to whatever you want it to display in the Project Summary section of Proposals. See Misc Items.

Display optional item(s) subtotal

Default value = No. Changing this to True will display the totals for Optional Items in the Project Summary section of Proposals.

Change Order

 

 

Display adjusted products on change order report with a blank quantity

Default value = Yes. This option is related to running Change Order reports for Revisions. Setting this to "No" will display a "0" for the quantity vs. a blank space when items are modified (not removed or deleted) between revisions.

Contract

 

 

Display phase break up in contract report

Default value = No. This setting when set to to "Yes" will add a Phase breakout on the Contract report.

Groups

 

 

Display all reports in report groups together

Default value = Yes. This will concatenate all reports within the Report Group.

Automatically apply a page number on reports in group

Default value = Yes. This works in conjunction with the "Display all reports in report groups together" setting and will auto number the pages so it is one document.

Page number alignment on reports in group

Default value = BottomCenter. Here you can choose where in the footer of your report group the page number will display.

Miscellaneous

Paper Size

 

 

Print stock reports in A4 paper size

Default value = No. Setting this to true will allow you to print our stock reports to A4 paper size without having to customize the report.

Allow custom paper sizes

Default value = Yes. This allows you to use whatever size paper you desire.

Default Reports

 

 

Default project summary report

Default value = Project Summary. Here you can set what report runs when you click the "Project Summary" button.​

Default quick proposal report

Default value = Proposal. Here you can set what report runs when you click the "Quick Proposal" button.

 

See Quick Reports.

Export

 

 

Default folder

Here you can set the default folder for where you export reports.

Enable shapes in RTF export

Default value = Yes. This allows jpg images and other graphics to be exported to Rich Text Format.

Brother Labels

 

 

Include disconnected wires

Default value = No. When set to "No", only wires that are connected to Visio shapes and AutoCAD (schematic) blocks will display for this report. If you wish all wires to show regardless of whether they are connected in a drawing, set this to "Yes".

Hide brother wire label prefix

Default value = No. Set this to "Yes" if you do not want the letter abbreviation on your Brother wire labels.

 

brother prefix.png

 

Show item full location name

Default value = Yes. When set to "No", only the "ultimate" Location will be displayed. For example, when set to "Yes", the path may look something like "Main House:First Floor:Office", but when set to "No" only "Office" would display on the wire labels.

 

See Brother Wire Labels report.

Data

 

 

Populate phase items

Default value = No. This should only be set to "Yes" if you find that your legacy SI5 reports are throwing the following error:

 

File:SIX_Guide/005_Setup/002_Control_Panel/004_Report/001_Report_Settings/legacy_phaseitems_error.jpg

 

Populate item taxes

Default value = No.

Populate Item URL

Default value = No. Set this to True if you are using the dtr:URL field on any custom reports.

Populate proposal items for Excel reports

Default value = No.

Resources 1-4

These four fields allow you to select a Role that you have created for your Users/Resources. You can then add any of these four Resource fields to a Custom Reports. The Custom Report will then populate the field with the names of all Users/Resources that have been assigned that Role.

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