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.


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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.


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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:


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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:


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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.


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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.


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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.


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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.


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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):


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


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Clicking any of these buttons will open the following form:


export report form.jpg



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:


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Excel report settings:


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


excel report settings.jpg


E-Mail Report


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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.


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