Reports Module

Reports are the output of your application: quotations, orders, bills of materials, schedules and drawings, laid out the way you want them, filled with the project’s data and delivered as PDF.

The report designer

Reports are designed in the admin interface, in a designer with a toolbox of items to place, page header, body and footer, and a properties panel. An item is bound to a field; when a user runs the report against a project the fields fill in and repeating regions grow to fit. Expressions calculate totals, conditions and formats; parameters let the user choose what a report covers.

What a report can draw on

  • The project and its settings, its products with quantities and every product setting, and the user who runs it.
  • The drawings, placed on the page as they appear on screen.
  • Cables, conduits and labels with the Cables Module; rack schedules with Rack Layout; weights and power with Physical Data; accessories on the bill of materials with Accessories.
  • Snapshots, whose unique number gives every quotation, order and invoice a permanent reference.

Project reports and application reports

A report is published to your users, or kept as an administrator’s report that analyzes the application itself: the most popular and most profitable products, the most active users, application usage. Which roles may see a report is yours to decide. Starter reports come with the application: a bill of materials, a cable schedule, a rack summary and a product usage dashboard among them.

Output

Reports render on screen, print to PDF, and are produced server-side too, so the AI assistant and the API can generate a PDF without a browser.

Reports in detail