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Report Parameters

Report Parameters

In this document, we will look at how you can use various report definition parameters to change the output of your reports.  Each parameter will be listed, along with an explanation of how each setting affects the output; as well as how these settings work with individual report related settings in each product, each package, and other parameters.

 

To start you will need use the reports tab of SI5.  This is the only place you can modify report definitions and their parameters.

File:User:DaxM/Report_Parameters/image001.jpg

Each report contains several Report Definitions.  These vary by report but are generally represented as follows:

By Category, By Location, By Location By Category, By Zone, By Location By Zone and By Zone By Location.

File:User:DaxM/Report_Parameters/image002.jpg

In this example we will use the standard proposal and the “By Location” definition. To edit this definition right click and choose “edit report definition”.

File:User:DaxM/Report_Parameters/image003.jpg

You should now see a Report Definition window.  This window allows you change the grouping of the definition and the parameter criteria.  

Here you’ll just need to click on the Parameters Tab.

File:User:DaxM/Report_Parameters/image004.jpg

As you can see, there are quite a few options available here that will help you customize the output of a report.

File:User:DaxM/Report_Parameters/image005.jpg

 Now we will break down what each of these options do, and show you an example of how the output looks.

Show labor by phase in the summary

Toggled On File:User:DaxM/Report_Parameters/image006.png will display labor broken down by each phase in the summary at the end of the report.

File:User:DaxM/Report_Parameters/image007.png

 

Toggled Off File:User:DaxM/Report_Parameters/image008.png will group labor to a single item in the summary at the end of the report

File:User:DaxM/Report_Parameters/image009.png

Show page headers and footers in the report

 

Toggled On File:User:DaxM/Report_Parameters/image006.png will display any footers and headers in the report

File:User:DaxM/Report_Parameters/image010.jpg

 

Toggled Off File:User:DaxM/Report_Parameters/image008.png will not show headers or footers

 

Show labor items in report


Toggled On File:User:DaxM/Report_Parameters/image006.pngwill show any labor line items you’ve added to the report.

NOTE:  this does not affect the price, it just affects how the items display.

File:User:DaxM/Report_Parameters/image011.jpg

 

Toggled Off File:User:DaxM/Report_Parameters/image008.png will not display labor line items

File:User:DaxM/Report_Parameters/image012.jpg

Summarize Packages

 

·         File:User:DaxM/Report_Parameters/image013.png  will show only your package and the price.  It will not include any line items within the package.

File:User:DaxM/Report_Parameters/image014.jpg

 

·         File:User:DaxM/Report_Parameters/image015.png will show details based on the settings of each Package and Each Item in the package.  It will show only line items within the package and only on packages that are not toggled to “Summarize in client reports”.  See  NOTE:  Below

File:User:DaxM/Report_Parameters/image016.jpg

 

NOTE:  This setting is dependent on a package setting called “Summarize in client reports”.  If this option in Toggled On File:User:DaxM/Report_Parameters/image006.png within a package it will summarize items in this package only.  You can use these options to show details on certain packages while hiding details on others.

File:User:DaxM/Report_Parameters/image017.png

 

·         File:User:DaxM/Report_Parameters/image018.png will show line items in the package regardless of individual package settings.  Accessory display is still controlled by the “Summarize Accessory” parameter which is explained in the next section.

File:User:DaxM/Report_Parameters/image019.jpg

Summarize Accessories

 

·         File:User:DaxM/Report_Parameters/image013.png  will Show only your products and the price.  It will not include any accessories with the products.

File:User:DaxM/Report_Parameters/image020.jpg

 

·         File:User:DaxM/Report_Parameters/image015.png will show accessory detail based on the settings of each product w/ accessories.  See NOTE:  below

File:User:DaxM/Report_Parameters/image021.jpg

 

NOTE: This setting is dependent on the accessory setting on each product called “Hide accessory detail in client reports”.  If this option it Toggled On File:User:DaxM/Report_Parameters/image006.pngwithin a product w/ accessories it will not display accessories assigned to this product.  You can use this option to show details on certain products w/ accessories while hiding details on others.  This option also affects any product with accessories that have been added to a package.

 

cid:image006.png@01CAC037.85968950 

 

·         File:User:DaxM/Report_Parameters/image018.png will show line items in the report including accessories regardless of individual product settings for accessories.

File:User:DaxM/Report_Parameters/image023.jpg

Show Model Number

Toggled On File:User:DaxM/Report_Parameters/image006.pngShows the model number of the line item or accessory.

File:User:DaxM/Report_Parameters/image024.jpg

 

Toggled Off File:User:DaxM/Report_Parameters/image008.pngHides the model number on line items or accessories

File:User:DaxM/Report_Parameters/image025.jpg

Show detail prices

Toggled On File:User:DaxM/Report_Parameters/image006.pngshows line item prices for each accessory

File:User:DaxM/Report_Parameters/image026.jpg

 

Toggled Off File:User:DaxM/Report_Parameters/image008.pnghides accessory line item pricing.

File:User:DaxM/Report_Parameters/image027.jpg

Show item prices

Toggled On File:User:DaxM/Report_Parameters/image006.pngShows line item prices for top level products (not accessories)

File:User:DaxM/Report_Parameters/image028.jpg

 

Toggled Off File:User:DaxM/Report_Parameters/image008.pnghides line item prices for top level products (not accessories)

File:User:DaxM/Report_Parameters/image029.jpg

Last modified
15:57, 26 Nov 2013

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