Generating Reports Within an Element

• Overview
• Generating Instance Level Reports
• Enabling Instance 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 of it. These are called instance level reports. Generating an instance level report will create a PDF copy (or Word or Excel file in some cases) of that element that you can use as reference and send out to customers and vendors.

Generating Instance Level Reports

1. Open an element (Quote, Invoice, Pull Sheet, etc.).
2. Find the Reports section in the Workbench Menu.
3. Click on 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, or EMAIL ME to send the report to your email.

Enabling Instance 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 Project Elements.
2. Double-click the element that you want to edit.
3. Click on the Reports tab of the element settings.
4. In the Instance Level Reports section, check the box next to any report that you want to enable.
5. Click UPDATE.

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, and a terms and conditions page.

The video in the Overview of this page shows how to do this at 5:05.

1. On the Projects menu, click Project Elements.
2. Double-click on the element that you want to edit.
3. Click on the Reports tab of the element settings.
4. In the Default Print Format Report section, choose a report, corporate identity (if you only want the report to print when using a certain corporate identity), location (if you only want the report to print when using a certain location), and sub-report (if you are using an aggregation report).
5. Click ADD to add the report to the list.
6. Repeat these steps for as many reports as you want to add to the Default Print Format Report.
7. Click UPDATE when finished.

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.