Here you can modify the Report Setting in SI.
The Report Settings interface has many different options to help you customize the way our reports display/function.
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.
Fix image size in RTF files on high DPI monitors
Default value = No. If you are experiencing images shifting or text overlapping your images when using RTF files for the Scope of Work report or for your Company Profile then set this to Yes. You may need to set this to Yes even if you are not on a high DPI monitor but have your Windows Display Settings scaled to greater than 100%.
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.
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.
Select Theme
Here you can select your Theme for all of the new SI reports.
Legacy Themes
Proposal reports
Here you can set your default Theme for your legacy Proposal reports.
Proposal with images reports
Here you can set your default Theme for your legacy Proposal with Images reports.
Proposal with large images reports
Here you can set your default Theme for your legacy Proposal with Large Images reports.
Other client reports
Here you can set a default Theme for all other legacy Client reports so that they will match the Theme you've set for your legacy Proposal of choice.
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 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.
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.
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.
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 and other reports that display taxes.
Additional tax display name
Default value = "Surtax". When the "Summarize tax" setting above is set to "No", you can choose to change the wording for how "Additional tax" displays in the Project Summary section of Proposals and other reports that display taxes.
Discount display name
Here you 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 you 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.
Here you can override the report headings "Proposal", "Line Item Detail", or "Quote" when running any of those style reports for a Change Order or when comparing Revisions.
Display adjusted products on change order report with a blank quantity
Default value = Yes. This option is related to running reports for Change Orders and 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.
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.
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.
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 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.
Format
Default value = PDF. Here you can choose the default output format for when you export reports. The options are: PDF, Excel, Rich Text, HTML, and Plain Text.
File Name
Default value = Use report name. Here you can choose the default naming convention for the file. The options are: use report name, use project name, use project and report name.
Location
Default value = Add to project file. Here you set the default folder/functionality for the exported report. The options are: add to project files (files will sync to SI Server and be available to all users), export to project folder (this will add the files to your local project folder and the files will not sync to your SI Server), and select folder (you choose the file destination, see below).
Default folder
Here you can set the default folder for where you export reports if you've chosen "Select folder" from the Location option above.
Enable shapes in RTF export
Default value = Yes. This allows jpg images and other graphics to be exported to Rich Text Format.
Plaines Text export text delimiter
Default value = a comma. You can change this delimiter to anything you wish.
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.
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.
Display service plan auto renew
Default value = Yes. This will display the auto renew text when Service Plan details are displayed on a Client report.
Display service plan item price(s) inclusive of tax
Default value = No. Here you can decide if you want the pricing for the Service Plan details to display with or without tax included when displayed on a Client Report.
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:
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.
Support Extended Unicode characters
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.