Home > SI 2015 Documentation > Administrator Guide > Setup > Control Panel > Report Settings

Report Settings

 

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Settings

 

Here you can modify the Report Setting in SI 2015.

 

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.

 

What are the benefits of these settings?

 

These settings allow you to change the behavior of reports in SI 2015.

When to use these settings?

 

To change the way your reports display/function.

Details

Change Order

 

Show zero quantity as blank

Default value = True. This option is related to running Change Order reports for Revisions. Setting this to "False" will display a "0" for the quantity vs. a blank space when items are modified (not removed or deleted) between revisions.

Contract

 

Display phase breakup in contract report

Default value = False. This setting when set to to True will add a Phase breakout on the Contract report.

Custom Descriptions

 

Summarize tax

Default value = True. 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 False.

Summarized tax description

Here 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 description

Here can change the word "Discount" to any word you wish in the Project Summary section of Proposals.

Labor description

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 description

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

Misc. parts adjustment description

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 description

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.

Misc. items description

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

Export

 

Enable shapes in rtf export

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

Export report to folder

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

Graphics

 

Cover page and proposal

Here you can set a default image for the Cover Page report and for the cover page that prints with all Proposal reports.

Hide cover page image

Default value = False. Set this to True if you do not an image display on your Cover Page report and for the cover page that prints with all Proposal reports.

Proposal report theme

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

Proposal Image report theme

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

Proposal Large Image report theme

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

Other Client reports theme

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.

Groups

 

Display all reports in report groups together

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

Auto page number all reports which are in report groups together

Default value = True. 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.

Legacy

 

Populate phase items

Default value = False. This should only be set to "True" 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 = False.

Populate Item URL

Default value = False. Set this to True if you are using the dtr:URL field on any custom reports.

Populate proposal items for Excel reports

Default value = False.

Non-Billable

 

List non-billable items as separate proposal items

Default value = True. 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.

OFE

 

List OFE items as separate proposal items

Default value = True. 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.

Optionals and Alternates

 

Display alternate item quantity

Default value = True. If you switch this to False, no quantity field will display next to 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.​

Alternate description

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

Alternate ForeColor

Default value = Black. Here you can change the font color for Alternate description setting above.

Optional Description

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

Optional ForeColor

Default value = Black. Here you can change the font color for Optional description setting above.​

 

See Alternate Products and Optional Items.

Print Paper Size

 

Print stock reports in A4 paper size

Default value = False. Setting this to true will allow you to print our stock reports to A4 paper size without having to customize the report.

Allow custom printer paper sizes

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

Proposals

 

Product description

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

Remove blank lines in product descriptions

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

Location detail level

Default value = -1. Options are “-1” through “5”.  “-1” 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 Room.  Since “Room” is the third Location "type" in your hierarchy you would choose “3” for this setting.

Cascade location description

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

Show packages in proposals

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

Hide zero prices

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

Show optional items subtotals in project summary

Default value = False. Changing this to True will display the totals for Optional Items in the Project Summary section of Proposals.

Default project summary

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

Default quick proposal

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

Resources

 

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.

Wire Labels

 

Show all wires in brother wire label

Default value = False. When set to "False", 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 "True".

Hide brother wire label prefix

Default value = False. Set this to True if you do not want the letter abbreviation on your Brother wire labels.

 

 

Show full location name of the item in brother wire label

Default value = True. When set to False, only the "ultimate" Location will be displayed. For example, when set to True, the path may look something like "Main House:First Floor:Office", but when set to True only "Office" would display on the wire labels.

 

Last modified
15:32, 14 Jul 2015

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