Report names and locations
Click on Reports on the task bar to open the Reports form. The Reports form lists general reports that don’t require a context (i.e. the current Project)
Adding a special prefix to a Report name will cause it to appear in different areas of the application interface. The prefix is in the form of CN_<AREA>_. For example a report named “CN_PROJECT_Contact Information” will appear on the reports tab on the Project form and will show as “Contact Information”. See the table below with a list of prefixes which includes where the report will appear in the interface as well as the hidden parameters that will be used to pass the contextual information to the report. For example a report with the prefix CN_PROJECT_ will have the ID of the currently selected project passed to the report via a parameter named ProjectID.
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 |