Report templates

In the portfolio settings, you can add and edit report templates for each record type.

If you turn off the Enabled toggle for a report template, it's still available for project exports.

  1. In the Portfolio settings section of menu, select Records.
  2. To include linked files in a ZIP folder, select the ZIP Attachments when Emailing Printed Reports checkbox.
    3. Linked files in ZIP folder

    —Or—

    To attach linked files directly to emails, clear the ZIP Attachments when Emailing Printed Reports checkbox.

    Linked files in ZIP folder

    This setting works with the Attachment option when you create the report.

    Report options

    Attachment option in the Print Report dialog

  1. Open the record settings.
  2. Select the item type.
  3. On the settings menu, select Reports.
  • Select the report template.

    • The template details, including its type, are displayed in the right-side panel.

You can upload an .rpt file to add a custom report template.

The data group in the file must match the record type.

  1. Create or edit a report file in Crystal Reports.
  2. On the navigation toolbar, select add_circle (Create).
  3. Enter the title, subtitle, and description.

    4. The title and subtitle combination must be unique for the record type.

  4. Select Upload Report File, and then select the .rpt file.
  5. To grant access to the report template, select Modify Permissions, and then select the roles.
  6. Select Create.
  7. Set the report template as the default for the record type.

You can set the availability of a report template in the application, set a report template as a default, and restrict the report format to PDFs. For custom reports, you can also upload a new report file.

You can't set a budget snapshot report as a default or restrict its format.

In the role settings, on the Features tab, you can modify access to the reports.

  • In the panel, turn the Enabled toggle on or off.

    • If the report template is set as a default, you can't turn the Enabled toggle off.

  • In the panel, turn on one or more of the following toggles:
    • Default (Print Single Record): The template is selected automatically when a report is created for one record.
    • Default (Print Multiple Records): The template is selected automatically when a report is created for multiple records.
    • Default (Drawing As Builts): The template is selected automatically for this record type when as-built drawings are downloaded.

    To turn off the default toggle for a report template, turn it on for a different template.

  • In the panel, turn on the Restrict Export to PDF Only toggle.

    • In the Print Report dialog, PDF is the only available format.

    Report format

    Report restricted to PDFs only

  • In the panel, select Upload Report File, and then select the .rpt file.

You can only delete custom report templates.

  • In the panel, select delete (Remove).