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 report-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 modal with all the reports in that category.
3/ Select a report and the report definition you wish for the report.
4/ If you want to filter data in the report by project attributes or item attributes, click the Display Filters checkbox.
Later in this workflow, you will have quite a few filters to select from, and you can select the relevant ones based on the report you are generating.
5/ Click Run and Close or Run.
Clicking Run will retain the Project Reports modal after the report is generated.
Clicking Run and Close will close the Project Reports modal after the report is generated.
6/ If the project has change orders, you will see a modal to select the project or a change order. Click the project or change order and click Select.
7/ You will see the Filter Report modal. Set the required filters.
In the example below, we added filters for the Pick List report to display only items assigned to the "Rough-In" or "Trim" phase.
8/ Click Run Report.
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.
In addition to filtering via the Display Filters checkbox, you can filter within Project Editor and then click the "Filtered Items" or "Selected Items" option on the Reports tab before running your report.
Reports - Advanced Features
Some advanced features for running reports are only available when the report is run from Project Editor.
Cover Page Image
For Proposal and Cover Page reports, you can click the Cover Page Image button in the Reports tab of Project Editor to display a specific image on the cover page of the report.
Check out this article for more details.
Arrange Items
By default, items on Client reports are listed alphabetically within the chosen groupings. Click the Arrange Items button in the Reports tab of Project Editor to choose the order in which the items should be displayed.
Check out this article for more details.
Foreign Currency
In Project Editor, click the Foreign Currency button in the Reports tab to add a conversion rate that will be applied to the price of the items in the project.
Check out this article for more details.
Sync Down Thumbnails
The Sync Down Thumbnails 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.
Print and View
There are controls along the top for printing and viewing the report.
Export
You can export the report to various formats, the most popular of which is "PDF."
Clicking any of the Export buttons will open the following form.
Format
Format | File Extension |
Rich Text | .rtf |
HTML | .html |
Plain Text | .txt |
Excel | .xls or .xlsx |
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
By default, the report name will be the generic report name, for example, "Proposal (By Location By System)."
You can select other project fields, such as project name and project number, for the name of the report. You can also select "Text" from the Type column and manually type in a file name each time you export.
The Save To and File Name Format settings can be configured for each report format individually.
If you select the Save as default checkbox for the selected report format, the settings in the Save To and File Name Format sections will be stored in your Report settings and will be used for report exports in the future.
Export to Excel Settings
There is an option to configure the settings of the Excel or CSV file that will be downloaded upon clicking the Export button. You should configure the settings before you export the report as an Excel or CSV file.
Clicking the Export to Excel Settings button will open a form to configure the settings for exporting to Excel or CSV.
Email Report
Clicking the E-Mail Report button will create an email with the report attached in PDF format that you can send through Microsoft Outlook.
Before sending the email, you can change the name of the report. By default, the report name contains the project name and the generic report name.