Custom Group Summary ReportCustom Group Summary report

A Custom Group Summary (CGS) report is a detailed report of specific item details for each equipment group. This report can be used on its own or added to a proposal package.

Each page in the group summary can include a customized image and scope as well as details about specific items in that group. There are three main areas to focus on setting up for this report.

Custom Group Field Name

CGS uses custom fields which are set up in Settings > Module Settings > Items. For each custom field, you must provide the name and a list of data options to select from. The data options will be entered as a list with a return separating each option.
Custom Group Field Names

Item Report Setup

The fields created in settings are available to add to your individual item detail in the Report Setup tab of the Item in the Item module. For each item you would like included you will need to check the checkbox to include the item in the report and select the field and data to be used from the dropdown boxes.
Item Report Setup

Pop Up List Builder

Finally the Proposal Group itself will need to be configured for a group summary. This is done in Settings > Pop Up Lists > Proposal Group list.
Pop Up List Builder

Use the Summary Report button to select the number of fields to be displayed. You can select the field to be used and enter field headings for each. You can also select the field to be used to sort.
Summary Group Details

Use the Image and Scope button to add the image and text for the scope.
Image and Scope

  • Right-click in the Group Image field and pick Insert Picture from the pop-up window. This will allow you to navigate to a directory on your computer to select the picture needed. The group image should be 8 inches wide by 2 inches tall.
  • Type in the Group Scope field the information you want to be displayed.

Setup Complete

Setup is complete and the report can be run directly from the Proposal > Reports tab or included in a printed Client Proposal.

To view a sample of the Custom Group Summary report as it might appear in a proposal, click here.

Video

For additional information, watch the Custom Group Summary Report video here:

Last modified: 20 Feb 2019

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