Running a report is to generate a report in SI. You can run the Standard SI reports (Client, Management, Installation, and Excel) from the Reports tab in Project Explorer and Project Editor.
All Standard reports are run against projects.
Running Reports
If you are new to running reports, check out the following articles to understand the reports-related features in SI.
To run a report:
1/ Click Run Reports in Project Explorer or Project Editor.
2/ Select the relevant report category. This will open a form with all the reports in that category.
3/ Select a report and the report definition you wish for the report.
4/ Click the Display Filters checkbox to set filters for the report. The following form will open.
5/ Set the required filters.
In the example below, I want the Pick List report to display only items assigned to the "Rough-In" or "Trim" phase.
In addition to filtering via this feature, you can filter within Project Editor and then click the "Filtered Items" or "Selected Items" option on the Reports tab before running your report.
6/ Click Run. The report will be generated and displayed in a separate window called the Report Viewer.
Check out this collection of articles to see how to run and generate each report in SI.
Reports - Advanced Features
Some advanced features for running reports are only available when the report is run from Project Editor.
Arrange Items
By default, items on Client reports are listed alphabetically within the chosen groupings. The Arrange Items feature within Project Editor allows you to choose the order in which the items should be displayed.
Check out this article for more details.
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.
Check out this article for more details.
Cover Page Image
Within a project, you can display a specific image on the cover page of the Proposal and Cover Page reports.
Check out this article for more details.
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.
When you open the SI Client, item images will automatically sync with the SI catalog.
Report Viewer
Reports will be generated and displayed in a separate window called the Report Viewer.
There are controls along the top for printing, viewing, and printing your reports.
Various export buttons are along the top of the interface, the most popular of which is "PDF."
Clicking any of these buttons will open the following form.
Format
The format options should be self-explanatory, but if not, check out the table below.
Format | File Extension |
Excel | .xls or .xlsx |
Rich Text | .rtf |
HTML | .html |
Plain Text | .txt |
CSV | .csv |
Our default reports export nicely only in PDF format. The other options are useful if you have built a custom report with properly spaced fields to export to Excel.
Save To
Add to Project Files - This option will synchronize the saved reports with your SI Server when you check a project in or out, i.e., they are shared with all users.
Project Folder - This option only stores the file in your local project folder. It will not synchronize the file with your SI Server or share it with all users.
Select a folder - This option will allow you to choose whatever folder you wish to export to.
File Name
You can use the report name, the project name, or both, or manually type in a file name each time you export.
When you choose "Save as default," these settings will be stored in your Report settings.
Excel report settings
This allows you to configure your preferences for exporting to Excel.
Email Report
This button will create an email and attach the file in PDF format through Microsoft Outlook.
This option defaults to using both the project and report names, but you can change that, as shown in the dialog below.