Report Event Properties
The report event properties screen is opened from the event details screen and is used to specify the reports to run, the filters to use, and the action to perform - either sending the resulting reports by email or saving them to a specified directory.
Select the Report Group, indicating the type of report to run:
- Combining
- Estimating
- Inventory
- Inventory Location
- Inventory History
- Production Control
- Production Control – Multiple Job
- Project
- Project – Multiple
- Project Summary
- Purchase Order
- Purchase Order – Receiving
- Requisition
Report Type – list of report types set up for the selected report group.
Select Reports – opens an included/not-included selection of the reports in the selected report type. Choose one or more reports to run.
Set Filters – Enter the filters to use. For date filters an expression can be set instead of a hard date to apply a filter that is relative to the current date when the event is being run.
- Certain report groups (Combining, Estimating, Production Control, Project, and Purchase Order) are only designed to run reports against a single job. If a filter is set that matches more than one job then each selected report will be generated for every job that matches the filters with the job/PO # in the filename.
Show Company Logo - Set Show Company Logo and Export Format (PDF or Excel) as desired.
Send Email – Select the Send Email tab to email the exported reports to one or more recipients.
- Select the Firm Type, Firm Name, and Contact and click the Add Recipient button to add that contact as an email recipient.
- Click the Remote Recipient button to remove the selected contact from the list.
Save to Directory – Select the Save to Directory tab to save the exported reports to a directory.
- Click the … box to the right of the Directory input to choose a location to save the reports.
OK – Click the 'OK' button to close the Result History window, returning to the 'Automated Event Details' window.