Generating Reports Within an Element

• Overview
• Generating Element Level Reports
• Enabling Element Level Reports
• Generating a "Stack" of Reports That Print as One PDF

Overview

Whenever you have an element open (Quote, Invoice, Pull Sheet, etc.), you can generate a report from it. These are called element level reports. Generating an element level report will create a PDF copy (or Word, or Excel file in some cases) of that element that you can use as a reference and send out to customers and vendors.

Generating Element Level Reports

1. Open an element (Quote, Invoice, Pull Sheet, etc.).
2. Click Reports in the Workbench Menu.
3. Select the report that you want to generate.
4. Choose the report format, paper size, and page orientation.
5. Click Generate Report to download the report.

Enabling Element Level Reports

The default options that you see in the Reports section are not the only options that Flex offers. You can enable additional reports, as well as disable the reports that you don't want to see.

1. On the  Projects menu, click Element Definitions.
2. Double-click the element that you want to edit.
3. Click on the Reports tab.
4. In the Element Level Reports section, check the box next to any report that you want to enable.

Generating a "Stack" of Reports That Print as One PDF

You can create a “stack” of reports that will print as one PDF when you click the Generate PDF option from any element. For example, you can print a single PDF that includes a cover page, a Quote report, and a terms and conditions page.

1. On the  Projects menu, click Element Definitions.
2. Double-click on the element that you want to edit.
3. Click on the Reports tab.
4. In the Default Print Format Report section, click Add New Report to add the report to the list.
5. Choose a Report and Sub-Report (sub-reports are only applicable to Aggregation reports).
   • By default, the Corporate Identity and Location will default to All. You can adjust that after a Report is selected if you only want the report to print for a specific Corporate Identity or Location.
6. Repeat these steps for as many reports as you want to add to the Default Print Format Report.

The reports that you choose in the Default Print Format Report section will print in the order that they are listed, starting from the top. You can rearrange the order by clicking, then dragging and dropping the report where you want it to appear.