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Download New and Updated Reports

Special Notice: These are considered optional reports and are not supported by D-Tools Technical Support. Please refer to the D-Tools Forum for assistance with these reports.

How to Install

1.     Click on the name of the report below to download the report you want to import

2.     Hit Save at the prompt to save the .zip file to your hard drive (any location will do).
Do not open or extract this file

3.     Open the Reporting Center and go to Tools > Import Report

4.     Browse to the .zip file and hit Open

5.     You will find the imported report(s) in the Uncategorized category in the Reports List of all reporting interfaces. Run just as you would any other report.

6.     If you have a problem downloading and using these files, this may be a known Internet Explorer issue with a workaround. See http://support.microsoft.com/kb/308090

Available Reports

Proposals

Report

Updated

Notes

Proposals by Price

11/12/07

Proposals that sort with the most expensive items first within each grouping

Proposals with Graphics

11/27/07

8 variations of proposals with different graphic looks/colors. List price only

Proposals with Wider Margins

11/27/07

Proposals which have 0.5 margins instead of 1

Proposals with VAT

11/1/07

Proposals that show VAT instead of Sales Tax in project summary. Now says "Labour" instead of "Labor" as well

Not needed in SI5.2 or later. Use the Global Report Options to change the tax label.

Updates to Standard Reports

Report

 Updated

Notes

Pick List for Change Orders

9/15/08

Pick List modified to group by ChangeType: Added, Removed, Modified. For use with delta reports [LEARN MORE]

Wire Labels

5/29/08

Wire Label Reports - corrected so that the fields line up properly on wire label paper

Project Hours 2

5/8/08

Project Hours report that will group by 2 data fields, for example by Phase and by Zone

Change Order

12/10/07

Change Order report that will run from the reporting center. Used as a workaround for the Revision Management Change Order report bug in 5.1. [LEARN MORE]

Excel Reports

Report

Updated

Notes

Wire Connections

4/30/08

Wire connections in Excel format

Equipment Usage

6/27/07

Shows which projects individual pieces of equipment are used in

Forecasted Revenue

6/27/07

Shows estimated revenue by month based on payment schedule in selected projects

Install Hours by Month

6/27/07

Shows estimated install hours by month based on items in selected projects with work orders

Payment Schedule

6/27/07

Shows estimated payment dates and amounts for selected projects

Project Labor Analysis

6/27/07

Compares estimated vs. actual install hours by product for selected projects with work orders

Project Status

6/27/07

Quick overview of project status, grouped by staff type 1

Old Proposals
(Pre-SP2 > PROBABLY OUTDATED and may have limited use)

Report

Updated

Notes

Proposals with Graphic Skins

6/27/07

Proposal variations with a number of cool graphic looks. Based on Proposal with Images v5.0.

Proposal v5.0

6/25/07

Initial version of proposal shipped with 5.0. Does not combine like items into quantities.

Proposal with Images v5.0

6/25/07

Initial version of proposal with images shipped with 5.0. Does not combine like items into quantities.

Proposal_Line_Item

8/16/07

Proposal without images which aggregates similar items (packages and line items). Does not show accessory or package detail. see Report Documentation.

Proposal Installed Price

8/7/07

Proposal report showing the Installed Price per item rather than the list price

Line Item Detail Installed Price

8/7/07

Line Item Detail report showing the Installed Price per item rather than the list price

Line Item Detail with Client Description

7/16/07

Line Item Detail report using the Client Description instead of Product Description for line items

Line Item Detail No Price

7/9/07

Line Item Detail report with no prices for individual line items

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