You can explore the Report Settings in the Control Panel to specify the settings in SI reports.
These settings can be machine-specific, or you can share them with other users in your Company Information settings.
To access the Report Settings, click the following icon.
This will open a form with all the Report Settings.
Proposals
The following are the Proposals-related settings.
General
The following is the form for General settings.
The following are the General settings.
Setting | Description |
Description to display | You can change this to "Use long description if available" or to "Use long description only."
Default value = Use short description only. |
Remove blank lines in item descriptions | If you want to add carriage returns in your item description fields to leave blank lines, set this to No.
Default value = Yes. |
Remove blank lines in location and system descriptions | If you want to remove carriage returns from your location and system description fields, set this to Yes.
Default value = No. |
How many location levels to display | Other options are “1” through “5.” “(All)” will display the full hierarchy of your location types for a project. Using any number between 1 and 5, the reports will run to the specified level of the five available Location Type fields.
For example, you are using a location hierarchy as follows: Building->Floor-> Room. You want your reports to show only by floor. Since “Floor” is the second location type in your hierarchy, you would choose “2” for this setting.
Default value = (All) |
Include parent location descriptions | Setting this to Yes will repeat the descriptions for "parent" locations on reports with each "child" location's description.
Generally not desired behavior but you may have a reason.
For example, you are using a location hierarchy: Building > Floor > Room. You have entered descriptions for all floors and rooms.
Set this to False if you do not want the descriptions for each floor to repeat above the descriptions for every room.
Default value = No. |
Include location number in location name | This will display the location number followed by a "-", then the location name on reports.
Default value = Yes. |
How many system levels to display | The options are "All,' “1,” or “2.”
“All” will display the full hierarchy of system and subsystem for a project, as will setting this to "2."
If you only want the system to display, set this to "1."
Default value = All. |
Include parent system descriptions | Setting this to yes will repeat the descriptions for the top-level system on reports along with each subsystem's description.
Generally not desired behavior but you may have a reason.
Default value = No. |
Keep accessories with parent | Accessories will be listed beneath the "parent" item on Proposal reports.
Default value = Yes. |
Display packages | Packages will be displayed in Proposal reports.
Default value = Yes. |
Hide zero prices | A product with no price set will display as 0.00 on reports by default.
If you would rather have nothing displayed, set this to Yes.
Default value = No. |
Separate items on proposals and line item detail report is short description is different for the same item: | This allows you to separate similar items on proposals and line item detail reports within a grouping when the Short Description field is different for the items.
This can be useful for items with the same manufacturer and model but are different items, e.g., shades with different lengths.
Default value = No. |
Run Reports with DPI Awareness | This is only for custom reports using the field dtr:InstallationPrice_Tax field.
Options are 0.1, 0.5, 1, 10, 100, 1000.
Default value = null. |
Populate blank values in report data source (can slow down reports) | If you have a quirky custom report that needs blank values populated in the report data source, set this to Yes.
Default value = No. |
Images
The following is the form for Images settings.
The following is the Images setting.
Setting | Description |
Display image on cover page and proposal reports | You can set a default image for the Cover Page report and for the cover page that prints with all Proposal reports via the "Select" link.
You can also change this image per project.
Default value = Yes. |
Themes
The following is the form for Themes settings.
The following are the Themes settings.
Setting | Description |
Select Theme | Here, you can select your theme for the new SI reports. |
Proposal reports | Here, you can set your default theme for your legacy Proposal reports. |
Proposal with images reports | Here, you can set your default theme for your legacy Proposal with Images reports. |
Proposal with large images reports | Here, you can set your default theme for your legacy Proposal with Large Images reports. |
Other client reports | Here, you can set a default theme for all other legacy Client reports to match the theme you've set for your legacy proposal of choice. |
Alternate Items
The following is the form for Alternate Items' settings.
The following are the Alternate Items' settings.
Setting | Description |
Display alternate item quantity | If you switch this to No, the no quantity field will be displayed next to alternate items.
Default value = Yes. |
Alternate text | Here, you can change the wording for alternate products.
Default value = Alternates. |
Alternate text color | Here, you can change the font color for alternate items.
Default value = Black. |
Alternate 'Add' text | Here, you can change the wording for positive value alternate products.
Default value = Add. |
Alternate 'Subtract' text | Here, you can change the wording for negative value alternate products.
Default value = Subtract. |
Optional Items
The following is the form for Optional Items settings.
The following are the Optional Items settings.
Setting | Description |
Optional text | Here, you can change the wording for optional items.
Default value = Additional Options. |
Optional text color | Here, you can change the font color for optional items.
Default value = Black. |
OFE Items
The following is the form for OFE Items settings.
The following are the OFE Items settings.
Setting | Description |
Display OFE items as separate items | This will separate out products marked as "Owner Furnished Equipment" (OFE) from similar products that are not OFE.
Default value = Yes. |
Indicate OFE items with this text at start of description | Here, you can enter whatever text (if any) you want added to your description field on reports to designate that the item is OFE.
Default value = [OFE]. |
Non-Billable Items
The following is the form for Non-Billable Items settings.
The following are the Non-Billable Items settings.
Setting | Description |
List non-billable items as separate proposal items | This will separate out products marked as "Non-Billable" from similar products that are not non-billable.
Default value = Yes. |
Indicate non-billable items with this text at start of description | Here, you can enter whatever text (if any) you want added to your description field on reports to designate that the item is non-billable.
Default value = [NB]. |
Included Accessory Items
The following is the form for Included Accessory settings.
The following are the Included Accessory Items settings.
Setting | Description |
Indicate Included Accessory items with this text at start of description | Here, you can enter whatever text (if any) you want added to your description field on reports to designate that the accessory is included.
Default value = [Included Accessory]. |
Included Accessory text color | Here, you can change the font color for accessories that are included.
Default value = Black. |
Summary
The following is the form for Summary settings.
The following are the Summary settings.
Setting | Description |
Summarize tax | This will print one line for tax in the Project Summary section of proposals.
If you want to display product tax and labor tax as separate line items, or each tax item in a tax group to display separately, set this to No.
Default value = Yes. |
Summarized tax item display name | When the above setting is set to "Yes," you can change the wording for "Sales Tax" to whatever you want it to say.
For example, VAT is in the Project Summary section of proposals and other reports that display taxes. |
Additional tax display name | When the "Summarize tax" setting above is set to "No," you can choose to change the wording for how "Additional tax" displays in the Project Summary section of proposals and other reports that display taxes.
Default value = Surtax. |
Discount display name | Here, you can change the word "Discount" to any word you wish in the Project Summary section of proposals.
|
Labor display name | Here, you can change the word "Labor" to any word you wish, perhaps an alternate spelling like "Labour" in the Project Summary section of proposals. |
Product adjustment display name | Here, you can change the wording "Product Adjustment" to whatever you want to display in the Project Summary section of proposals. |
Miscellaneous parts adjustment display name | Here, you can change the wording "Misc. Parts Adjustment" to whatever you want it to display in the Project Summary section of proposals. |
Labor adjustment display name | Here, you can change the wording "Labor Adjustment" to whatever you want to display in the Project Summary section of proposals. |
Miscellaneous items display name | Here, you can change the wording "Misc. Items" to whatever you want it to display in the Project Summary section of proposals. |
Display optional item(s) subtotal | Changing this to True will display the totals for optional items in the Project Summary section of proposals.
Default value = No. |
Change Order
The following is the form with the Change Order settings.
The following are the Change Order settings.
Setting | Description |
Display Name | Here, you can override the report headings "Proposal," "Line Item Detail," or "Quote" when running any of those style reports for a change order or when comparing Revisions, e.g., "Variations."
Default value = CHANGE ORDER. |
Change Order History | These fields determine which change orders, based on status, will display on the Change Order History report when you run any Client report with the "Change ...." option ticked.
|
Include approved change orders | Default value = Yes. |
Include rejected change orders | Default value = No.
|
Include pending change orders | Default value = Yes. |
Include internal change orders | Default value = Yes. |
Compare
The following is the form with the Compare settings.
The following is the Compare setting.
Setting | Description |
Display adjusted products on change order report with a blank quantity | This option is related to running reports for change orders and revisions.
Setting this to "No" will display a "0" for the quantity vs. a blank space when items are modified (not removed or deleted) between revisions.
Default value = Yes. |
Contract
The following is the form with the Contract settings.
The following is the Contract setting.
Setting | Description |
Display phase break up in contract report | When set to "Yes," this setting will add a phase breakout on the Contract report.
Default value = No. |
Excel
The following is the form with the Excel settings.
Setting | Description |
Use default Excel template | This is the default setting. |
Use custom Excel template | This option will allow you to select any custom Excel template you have created.
Your template file must be stored in the following directory on your machine: C:\ProgramData\D-Tools\SIX\Templates |
Groups
The following is the form with the Groups settings.
The following are the Groups settings.
Setting | Description |
Display all reports in report groups together | This will concatenate all reports within the report group.
Default value = Yes. |
Automatically apply a page number on reports in group | This works in conjunction with the "Display all reports in report groups together" setting and will auto-number the pages so it is one document.
Default value = Yes. |
Page number alignment on reports in group | Here, you can choose where the page number will be displayed in the footer of your report group.
Default value = BottomCenter. |
Miscellaneous
The following are the Miscellaneous settings.
Paper Size
The following is the form for Paper Size settings.
The following are the Paper Size settings.
Setting | Description |
Print stock reports in A4 paper size | Setting this to true will allow you to print our stock reports to A4 paper size without having to customize the report.
Default value = No. |
Allow custom paper sizes | This allows you to use whatever size paper you desire.
Default value = Yes. |
Default Reports
The following is the form for Default Reports settings.
The following are the Default Reports settings.
Setting | Description |
Default project summary report | Here, you can set what report runs when you click the "Project Summary" button.
Default value = Project Summary. |
Default quick proposal report | Here, you can set what report runs when you click the "Quick Proposal" button.
Default value = Proposal.
|
Export
The following is the form for Export settings.
The following are the Export settings.
Setting | Description |
Format | Here, you can choose the default output format for exporting reports.
The options are PDF, Excel, Rich Text, HTML, and Plain Text.
Default value = PDF. |
Report Export Format | Here, you can choose the default naming convention for the file.
You can choose multiple fields to compose the file name and choose the separator symbol that separates the fields.
The options are Client Name, Report Name, Project Name, and Project Number.
Default value = Report Name. |
Location | Here, you set the default folder functionality for the exported report.
The options are: add to project files (the files will sync to the SI Server and be available to all users), export to the project folder (the files will be added to your local project folder, but they will not sync to your SI Server), and select the folder (you choose the file destination; see below).
Default value = Add to the project file. |
Default folder | Here, you can set the default folder for where you export reports if you've chosen "Select folder" from the location option above. |
Enable shapes in RTF export | This allows JPG images and other graphics to be exported to Rich Text Format.
Default value = Yes. |
Plaines Text export text delimiter | You can change this delimiter to anything you wish.
Default value = a comma. |
Brother Labels
The following is the form for Brother Labels settings.
The following are for Brother Labels settings.
Setting | Description |
Include disconnected wires | When set to "No," only wires connected to Visio shapes and AutoCAD (schematic) blocks will be displayed for this report.
Set this to " Yes " if you want all wires to show, regardless of whether they are connected in a drawing.
Default value = No. |
Hide brother wire label prefix | Set this to "Yes" if you do not want the letter abbreviation on your Brother wire labels.
Default value = No.
|
Show item full location name | When set to "No," only the "ultimate" Location will be displayed.
For example, when set to "Yes", the path may look something like "Main House:First Floor:Office", but when set to "No" only "Office" would display on the wire labels.
Default value = Yes. |
Service Plans
The following is the form for Service Plans settings.
The following are the Service Plans settings.
Setting | Description |
Display service plan auto renew | This will display the auto-renew text when service plan details are displayed on a Client report.
Default value = Yes. |
Display service plan item price(s) inclusive of tax | Here, you can decide if you want the pricing for the service plan details to display with or without tax included when displayed on a Client report.
Default value = No. |
Display service plan details | Here, you can choose whether or not the Features section displays service plans when displayed on Client reports.
Default value = Yes. |
PoE
These settings allow you to change the background color of associated PDs in the PoE Items report and choose which PoE equipment should display on the report: All, Associated, or Unassociated.
You can also choose whether or not to display Optional or Alternate PoE equipment on your reports.
Data
The following is the form for Data settings.
The following are the Data settings.
Setting | Description |
Populate phase items | This should only be set to "Yes" if you find that your legacy SI5 reports are throwing the following error:
Default value = No. |
Populate item taxes | Default value = No. |
Populate Item URL | Set this to True if you are using the dtr:URL field on any custom reports.
Default value = No. |
Populate proposal items for Excel reports | Default value = No. |
Support Extended Unicode characters | Default value = No. |
Resources 1-4 | These four fields allow you to select a role you created for your users/resources. You can then add these four Resource fields to a Custom report.
The Custom report will then populate the field with the names of all users/resources assigned that role. |