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Solution in Reports

How Solutions are displayed on Reports

A
Written by Ashok P
Updated over 2 months ago

Solutions themselves will only display on Proposal reports in SI, and one specifically created only to show solutions named Solution Summary.

On all other reports, the items within the solution are displayed, but the name and description of the solution are not displayed.

The big difference between the way solutions are displayed vs. other packages is that the "final level" (Level 4) of items in solutions will not display, as our Proposal reports only display three levels of items.

For example, if you have packages in the solution with items with accessories, the accessories will not be displayed. Their pricing will account for the items above them in the hierarchy. The hierarchy of levels for a solution is shown below.

hierarchy levels.jpg

If you are using solutions, you likely do not want to display all of the details of the solution when presenting to your clients.

When solutions are created, the "Summarize in Client Reports" option is checked by default. If you uncheck this option, the summarizing settings for any packages and accessories in the solution will prevail.

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