The Line Item Detail report is similar to the Proposal report.

The following is the layout and the fields in the report.

In the body of the report, there is a page header graphic and a group header graphic for the first grouping.

The colors of these can be changed via report themes. In the image below, the report was run "By Location."

The fields displayed for each item are Quantity, Manufacturer, Model, Description, and Price.

At the end of each grouping, there is a subtotal.

In the image below, the report was run "By Location."

At the end of the last grouping, there is a Project Subtotal.

If you are using miscellaneous items, they will be listed after the Project Subtotal.

By default, the last page of the Proposal reports lists the totals for Equipment, Labor, Tax, and then the Grand Total.

If you have miscellaneous items in the project, they will be listed after the Sales Tax line since these are not taxed.

If you are using price adjustments, these will be displayed in the Project Summary.

Below the Project Summary section are signature lines.

You can customize the Project Summary section via the Report Settings in the Control Panel and the Report Definition feature.

You can change the wording of each of the adjustments via Report Settings.

You can break your labor out by phase via a setting in the Report Definition.

Each phase will be listed on separate lines, and if using the Management and Design fields on your p Phases, they will be combined into one line item each with the totals from each phase.

If you use the Discount field for products within a project, by default, they will not show here in the Project Summary section. You can display the discount here via a setting in the report definition.

You can change the wording of this field via Report Settings.

You can choose to separate your Sales Tax from your Labor Sales Tax and change the wording of these fields via the Report Settings.

Here, the project name, project number, revision number, date, and page number are displayed.

You have the option to append the following reports and options in the Line Item Detail report.

This option allows you to display change order history information for a project at the end of the report, before the signature lines.

This option allows you to display the service plan information associated with the project at the end of the report.

This option allows you to display GreatAmerica financing options.