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
Running Reports
Reports List
Special Report Types
Custom Report Basics
Custom Report Advanced
Basics
Reporting Center Users Guide
Report Designer Users Guide
Training Manual
Reporting Center Overview (DTU class)
Video
Reporting Center - Running Reports
Report Definitions - Overview
Creating a custom report definition
Creating a custom copy of an existing report
Subreports
Changing margins
Forum post
Filtering Reports
Advanced
Client address textbox and data mapping
Dynamic groupings and headers
How to show/hide a section based on a value
ReportUtilities API - custom report objects and functions
Adding Calculated Fields to a Report
Script to Resort Items in Sub-Reports
Show Non-Accessorized Prices in Proposals
Demo to replace string tokens in a Rich Text Control
Demo Report
Adding Filter to SubReport in Script
Passing Values to SubReports
Change Orders
Creating a project delta
Misc costs and change orders
Modifying change order reports
Pick List by change type report
Contract
How to create a custom contract (DTU class)
How to modify the contract
Error Recovery
Blank pages
Report won't run
Unassigned items on proposals
Excel Reports
Excel Reports Users Guide
Labor
How labor hours are calculated
Proposals
Accessories and how to show
Calculating fields based on grand total
How to change the way items aggregate and group
Item aggregation in SI5 vs. SI4
How to create a 'combined' proposal (DTU class)
How to create a line item report with images
How to have most expensive items in a group show up first
How to show equipment and labor subtotals for each grouping
Project Summary - Modifying the project summary
Project Summary - Show installation price only (no labor)
Project Summary - showing only one line item for labor
Proposals sorted by price