How to: Create reports using the Advantage Submittal and Report tool.
Environment: Comsense Advantage (Version 21.1.100.094 and later)
In this article:
You can access the Reports window under the Estimating menu and the Detailing menu. Always access the Reports window under the correct menu to ensure you create the correct report.
Advantage > Estimating or Detailing > Reports
Creating a Report
You can only create one report at a time for a single project in the Reports window.
Setting Up the Report
In the Report window:
- Open your project
In the Available Reports pane:
- Select the report type
- The Report Parameters pane will populate
In the Parameters pane:
- Select the value for each parameter
Sorting the Report Information
The sort settings determine how the report data is sorted at the time of report generation. The first line item listed in the Sort pane is the primary sorting data and displays as the first column on the report. The second line item listed is the secondary sort order, the third line item is the tertiary sort order, etc. See the table below for an example of the sort order relationships.
|Mfg Code||Product Sort||Catalog Number|
|Mfg Code A||Product Sort 1||Catalog Number 2|
|Mfg Code A||Product Sort 2||Catalog Number 1|
|Mfg Code A||Product Sort 2||Catalog Number 2|
|Mfg Code A||Product Sort 3||Catalog Number 2|
|Mfg Code B||Product Sort 1||Catalog Number 1|
|Mfg Code C||Product Sort 1||Catalog Number 2|
|Mfg Code C||Product Sort 2||Catalog Number 1|
The sort by values are sorted alphabetically e.g. if the first line item is Mfg Code, the report will sort the list by manufacturer code in alphabetical order. If there are no sortable values, the Sort pane remains blank.
Setting the Sort By Column
In the Sort pane, Drag & Drop the sort column line item using the Select button.
Setting the Sort Order
The values within the sort by column are listed in ascending order (A-Z) by default. To sort in descending order (Z-A), uncheck the Ascending checkbox.
Exporting the Report
In the top toolbar, Select your preferred export method e.g. Preview, Quick Print, Email, etc.
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