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Product Details PDF Report

This report provides all content for Products. The report includes Product Data, Occurrences. Images and Documents can also be included.

Filter and Order

We provide nine filters by default, Number, Name, Model, Make, Responsibility, Supplier: Name, Manufacturer: Name, Item: Name, Item: Item Number. If more filters are needed, select Add more filters.
The order of the products is by default set to Number.

We provide default filters based on the report type and context. If additional filters are necessary, select Add more filters to see a list of additional fields that can be used to filter the content further.

Select the ellipses (three dots) in the order by menu to define the order for the content.

Report Content

We provide four content sections in this report. Product Data and Occurrences are turned on by default as the primary sources for this report. If the project has several item lists, all are active by default.

Report Content sections can be modified without a custom template; these edits are available to any user. To remove content from a report, uncheck the box next to that content.

Edit Product Data

Product Data, by default, has no filters for flags or view filters. By default, show all data fields regardless if they have data and will include fixed text. These choices can be modified by selecting Edit next to this content section.

Edit Product Data

Edit Product Data

Show only fields by flag

Any view filters defined by the project admin can be used for reporting purposes and can be selected from the drop-down menu.

Item view filter

To ensure only populated data shown in the report, check the box next to Only fields with data.

Edit Occurrences

Occurrences, by default, show five columns with the following column widths: Room Function Number (20%), Room Number (20%), Room Name (*), Gross (10%), Net (10%) and Net price (15%) that can be adjusted to include any occurrence fields. The asterisk * denotes no width defined and is what is left over, making up 100% after using the columns defined with a width. To edit the columns select Edit next to this content section.

Occurrence Table

Each column can have a different header by overwriting the header once a field has been selected. 
Header Groups are used to add a header above that groups field together. If fields have the same value, we will group them. 
The width can be defined as a percentage (%), pixel (px), inch (in), millimeter (mm), or point (pt). It is recommended not to mix methods for the best results. We default to a percentage if no unit is provided behind the number. 
Aggregation can provide a summary of numerical columns, and an aggregation label can be defined with the aggregation value we calculate. 
Text alignment can be modified for each column. We default text to the Left. We default numbers to the Right. Options are Default, Left, Right, or Center. 

Filter Occurrences

No filters are applied by default, but any occurrence fields may filter the occurrences. The order may also be defined with any occurrence field. Select Filter next to this content section to edit the filter and order.

Filter Occurrences

Occurrences Filter and Order

We provide default filters based on the report type and context. If additional filters are necessary, select Add more filters to see a list of additional fields that can be used to filter the content further.

Select the ellipses (three dots) in the order by menu to define the order for the content.

Select the Show more button in the Report Content section to see additional content.

Show more

Show less reverts back

More options

Report titles are defaulted to match the original name of the built-in report, but they can be overwritten. 
Report subtitles can be defined but are empty by default. 
The Paper size defaults to A4 but can be modified to A3, Ledger, Letter, and Tabloid. 
Page Orientation is defaulted to Portrait but can be modified to Landscape. 
The report output format is defaulted to PDF. If individual parts need to be created, Batch PDF is your option and allows you to select any field to help define that individual PDFs. o do so, click the ellipse (three dots). In older reports, there are other options (see Old Reports More Options )

More options

See Report Filters and Order, Report Content, and More Options for additional features are generally available across all reports. 

Report Output


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