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D-Tools SI5 Custom Report Help Documentation

This document contains links to useful information related to creating custom reports in SI5. It will be updated periodically as new information becomes available. Last update: 5/4/08

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Getting Started

Document

Reporting Capabilities

Document

Running Reports

Document

Reports List

Document

Special Report Types

Document

Custom Report Basics

Document

Custom Report Advanced

Basics

Document

Reporting Center Users Guide

Document

Report Designer Users Guide

Training Manual

Reporting Center Overview (DTU class)

Video

Reporting Center - Running Reports

Document

Report Definitions - Overview

Video

Creating a custom report definition

Video

Creating a custom copy of an existing report

Video

Subreports

Video

Changing margins

Forum post

Filtering Reports

Advanced

Forum post

Client address textbox and data mapping

Document

Dynamic groupings and headers

Document

How to show/hide a section based on a value

Document

ReportUtilities API - custom report objects and functions

Document

Adding Calculated Fields to a Report

Forum post

Script to Resort Items in Sub-Reports

Document

Show Non-Accessorized Prices in Proposals

Document

Demo to replace string tokens in a Rich Text Control

Demo Report

Adding Filter to SubReport in Script

Demo Report

Passing Values to SubReports

Change Orders

Forum post

Creating a project delta

Forum post

Misc costs and change orders

Forum post

Modifying change order reports

Document

Pick List by change type report

Contract

Training Manual

How to create a custom contract (DTU class)

Document

How to modify the contract

Error Recovery

Forum post

Blank pages

Forum post

Report won't run

Forum post

Unassigned items on proposals

Excel Reports

Document

Excel Reports Users Guide

Labor

Document

How labor hours are calculated

Proposals

Forum post

Accessories and how to show

Forum post

Calculating fields based on grand total

Forum post

How to change the way items aggregate and group

Document

Item aggregation in SI5 vs. SI4

Training Manual

How to create a 'combined' proposal (DTU class)

Document

How to create a line item report with images

Forum post

How to have most expensive items in a group show up first

Document

How to show equipment and labor subtotals for each grouping

Document

Project Summary - Modifying the project summary

Document

Project Summary - Show installation price only (no labor)

Document

Project Summary - showing only one line item for labor

Video

Proposals sorted by price

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