Home > SI 2016 Documentation > User Guide > Projects > Project Editor > Reports Tab

Reports Tab

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Details

 

The Reports Tab within the Project Editor is where you can generate reports for a Project.

 

 

You can also generate reports directly from within the Project Explorer via the Reports tab but you will not have all of the features available within the Project Editor.

 

Reports Section

 

 

There are buttons for Client, Installation, Management, Other, and Excel. The Other dropdown is where you can run Report Groups and view any custom Report Categories or uncategorized reports. Click here for details on all of the stock reports.

 

Click here for details on running reports.

Arrange Items

 

 

This option will allow you to choose the order in which the Items in your Project display on Client reports.

 

Click here for details.

Foreign Currency

 

 

Click here for details.

Cover Page Image

 

 

Click here for details.

Report Options

 

 

Here you can choose whether to run your reports for all Items, Filtered Items, or Selected Items. You can also choose whether or not to include Accessories or Alternates on your Proposal reports.

Quick Reports

 

 

These buttons are shortcuts to two reports, Project Summary and a Proposal report. You can change the reports that generate for these buttons via your Report Settings:

 

Themes

 

 

Click here for details.

Report Settings

 

 

Click here for details.

Sync Down Thumbnails

 

 

Click here for details.

Additional Reports

 

 

Click here to download additional reports that have been created for SI2016.

Last modified
14:06, 19 Feb 2016

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