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