Home > SI Documentation (v16) > User Guide > Reports > Running Reports

Running Reports

You can run the SI "standard" Reports from the Reports tab from both the Project Explorer and the Project Editor. Standard Reports are run against Projects.

 

project explorer.jpg

 

project editor.jpg

Report Categories

 

There three default Report Categories in SI: Client, Installation, Management. Selecting any of these will display the Reports assigned to that Category: Click here for details on Report Categories.

Report Definitions

 

If you double-click a 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.

 

report definitions.jpg

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:

 

display filters.jpg

 

filter form.jpg

 

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:

 

report filtering options.jpg

Arrange Items

 

By default, items on Client reports list alphabetically within the chosen groupings. The Arrange Items feature within the Project Editor allows you to choose the order that the items display. Click here for details.

 

arrange items button.jpg

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.

 

foreign currency button.jpg

Cover Page Image

 

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

 

cover page image button.jpg

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 Catalog since you last opened the SI Client. Item Images will automatically sync with the SI Catalog when you open the SI Client.

 

sync down thumbnails.jpg

Report Viewer

 

Reports will generate and display in a separate window called the Report Viewer. There are controls along the top for printing, viewing and printing your report(s):

 

report viewer view and print.jpg

 

There are various export buttons along the top of the interface, the most popular one being "PDF":

 

export options.jpg

 

Clicking any of these buttons will open the following form:

 

export report form.jpg

Format

 

The format options should be self explanatory but if not, check out the table below:

 

Format File Extension
PDF .pdf
Excel (see options below for this format) .xls or .xlsx
Rich Text .rtf
HTML .html
Plain Text .txt

Note: PDF is really the only format that our default reports export nicely. The other options are useful if you have built a custom report with properly spaced fields to export to, say, Excel.

Save To

 

Add to Project Files

This option will synchronize the saved reports with your SI Server when you check a project in/out, i.e. they are shared with all users.

Project Folder

This option will store the file in your local project folder only, i.e. they will not by synchronized to your SI Server and will not be shared with all users.

Select a folder

This option will allow you to choose whatever folder you wish to export the file.

File Name

 

Here you can choose to use the Report Name, the Project Name, both, or manually type in a file name each time you export.

 

When you choose the option to "Save as default" these settings will be stored in your Report Settings:

 

report settings.jpg

 

Excel report settings:

 

excel settings button.jpg

 

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

 

excel report settings.jpg

 

E-Mail Report

 

email report outlook.jpg

 

This button will create an email and attach the file in .pdf format through Microsoft Outlook. This option defaults to use both the Project Name and the Report Name but you can change that in the dialog shown below.

 

attachment file name.jpg

Last modified

Tags

This page has no custom tags.

Classifications

This page has no classifications.