Home > SI 2016 Documentation > User Guide > Reports > Running Reports

Running Reports

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Details

 

You can run the SI 2016 "standard" Reports from the Reports tab from both the Project Explorer and the Project Editor.

 

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Report Categories

 

There three default Report Groups in SI 2016: Client, Installation, Management. Clicking on any of these buttons will display the Reports assigned to that Category:

 

 

Click here for details on Report Categories.

Report Definitions

 

If you double-click the Report name, or highlight the Report name and click the [Run] button, the default Report Definition for that Report will run. You can also select a particular Definition to run by double-clicking it or selecting and clicking the [Run] button. You can change the Parameters on a Report Definition prior to running it via right-click:

 

 

See here for information on Report Definitions.

Filtering Reports

 

If you click the "Display Filters" checkbox before you Run a report a form will open allowing you to set a filter for the Report. In the example below, I want the Pick List Report that only displays Items assigned to the "Rough-In" or "Trim" Phase:

 

 

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In addition to filtering via this feature, you can also filter within the Project Editor and then click the "Filtered Items" or "Selected Items" option on the Reports tab prior to running your report:

 

 

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

Foreign Currency

 

Within a Project, his option allows you to add a conversion rate that will be applied to the price of Items in the Project.

 

 

Click here for details.

Cover Page Image

 

Within a Project you can choose to display a specific image on the cover page for Proposal and Cover Page reports.

 

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Click here for details.

Sync Down Thumbnails

 

This option will be rarely used. It is intended for you to sync any Item Image changes that have taken place in the SI 2016 Catalog since you last opened the SI 2016 Client. Item Images will automatically sync with the SI 2016 Catalog when you open the SI 2016 Client.

 

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Report Viewer

 

Reports will generate and display in a separate window called the Report Viewer:

 

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There are controls along the top for printing, viewing and printing your report(s):

 

 

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There are export options:

 

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Export options include:

 

Export to Adobe pdf format file, .pdf

Export to rich text format file, .rtf

Export to html format, .html

Export to plain text format, .txt

Export to Excel, .xls

 

Excel Report Settings:

 

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This launches a window for you to configure how your Excel settings:

 

 

E-Mail Report. This will open an Outlook email with the Report attached as a .pdf:

 

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Last modified
14:06, 19 Feb 2016

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