Custom Group Summary ReportCustom Group Summary Report

The Custom Group Summary Report focuses your client’s attention on proposal items by a predetermined group. The Custom Group Summary Report: summarizes specific items in the proposal by summarizing them by predetermined groups. Examples of groups are “Control and Automation,” “Multimedia Displays,” “Speakers,” etc. For each group, the report will include:

  • An image of your choice which represents the group
  • A prebuilt block of text highlighting the features of the group
  • A list of products in the group on this proposal (which specific items are included is defined by you in the settings)
    • For each product in the list, the report can include a number of details called Custom Group Fields. The user can set up any detail about the item as a Custom Group field, for example:
      • Item name
      • Location
      • Description
      • Manufacturer
      • Item type (for example hand-held, in-wall, etc.)
      • Item category
      • Quantity
      • Speaker Type

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Open the Group Summary ReportOpen the Group Summary Report

Click the Group Summary button on the Reports tab to open a PDF of the Custom Group Summary report. From here you will be able to print, save, or email it to your customer.

Note: In order for the Group Summary report to function, there are some preliminary setup steps that must be completed.

The Group Summary report can also be included as part of the Proposal. Just include it in the Proposal Package.

Training Video

iPoint Version: 9.0814
Last modified: 24 Aug 2020

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