Home > SI 2015 Documentation > User Guide > Projects > Project Editor > Reports Tab

Reports Tab

  1. Details
    1. Reports Section
    2. Foreign Currency
    3. Cover Page Image
    4. Report Options
    5. Quick Reports
    6. Themes
    7. Report Settings
    8. Sync Down Thumbnails
    9. Additional Reports

SI_2015_logoset-1_-_small.png

Details

 

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

 

reports tab.png

 

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.

 

project_explorer_reports.png

Reports Section

 

report categories.png

 

There are dropdown menus 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.

Foreign Currency

 

foreign currency.png

 

Click here for details.

Cover Page Image

 

cover page image.png

 

Click here for details.

Report Options

 

options.png

 

Quick Reports

 

quick buttons.png

 

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:

 

report settings for quick reports.png

Themes

 

themes button.png

 

Click here for details.

Report Settings

 

report settings button.png

 

Click here for details.

Sync Down Thumbnails

 

sync down thumbnails.png

 

Click here for details.

Additional Reports

 

additional reports button.png

 

Click here to download additional reports that have been created for SI 2015.

Last modified

Tags

This page has no custom tags.

Classifications

This page has no classifications.
Powered by CXone Expert ®