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To organize reports into folders, add a backslash in the report name to create a folder structure. This can be combined with the CN_ prefix. For example a report named “CN_PROJECT_PM\Approved Colors” will appear on the Project form and will be in a folder named PM with the report name Approved Colors. Since you cannot use a backslash in the filename of a report file, use a ~ character instead and it will be replaced by a backslash during the report import.
Report Name Prefix | Location | Parameters |
|---|---|---|
CN_BUSINESS_ | Businesses > Report tab | BusinessID |
CN_CHANGEORDER_ | Project > Contract tab > Change Order tab > right-click item > Print | ChangeOrderID |
CN_COLORFORMULA_ | Project > Material/Purchasing tab > Colors tab > right-click item > View Color Formula | ColorFormulaID |
CN_CONTACT_ | Contacts > Reports tab | ContactID |
CN_DASHBOARD_ | Appears in the Dashboard desktop app | Report must not have any parameters |
CN_DRAWING_ | Project > Drawings | DrawingID |
CN_EMPLOYEE_ | Employees > Reports tab | EmployeeID |
CN_ESTIMATE_ | Estimates > Reports tab | EstimateID |
CN_INVENTORY_ | Inventory | InventoryID |
CN_INVOICE_ | Projects > Invoice tab > right-click invoice > View/Print | InvoiceID |
CN_MANIFEST_ | Manifests > Print button in Selected Manifest tab | ManifestID |
CN_MANIFESTITEM_ | Manifests > Selected Manifest tab > right-click item > Print | ManifestID |
CN_MR_ | Project > Material/Purchasing tab > MR tab > Right-click MR item | MRID |
CN_PARTLIST_ | Reports > Purchasing > Partlist | PartlistItemID |
CN_PHASE_ | Project > Phases > Right-click | PhaseID |
CN_PICKTICKET_ | Project > Material/Purchasing > Pick Tickets > Print button | TicketID |
CN_PO_ | Purchase Orders > View/Print tab | POID |
CN_POITEM_ | Purchase Orders > Items tab > right-click item > Print (also includes other locations that load a list of PO items) | POItemID AllPOItemIDs SelectedPOItemIDs |
CN_PROJECT_ | Project > Reports tab | ProjectID |
CN_PROJECTCOLOR_ | Project > Materials > Colors | ProjectColorID SelectedProjectColorIDs |
CN_PROJECTCOST_ | Project Cost > Reports tab | ProjectID |
CN_PROJECTPART_ | Project > Materials > Parts | ProjectPartID SelectedProjectPartIDs |
CN_RFI_ | Project > RFI tab > Right-click item > Print Preview | RFIID |
CN_RFQ_ | Project > RFQ tab > Right-click item > View/Print | RFQID |
CN_SAMPLE_ | Project > Materials > Samples | SampleID SelectedSampleIDs |
CN_STOCKCHECK_ | Inventory > Stock Check tab > right-click bottom pane > Print | ItemIDs SelectedItemIDs |
CN_TASK_ | Tasks > Grid tab >Right-click >Print | AllTaskIDs SelectedTaskIDs |
CN_TIMECLOCK_ | Timeclock > Reports tab | EmployeeID |
CN_TRANSMITTAL_ | Project > Transmittal tab > right-click transmittal > Print Preview | TransmittalID |