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To incorporate a project into a report

Reports may incorporate any number of projects, provided that they were created for the same customer.

  1. Load one of the projects you want to incorporate into the report. This is done within the Customers Manager.
  2. Click on the Reports Manager icon. The boilerplate screen will automatically appear.
  3. The Customer Project List will display a list of the projects that have been created for the customer. The project that has been loaded will automatically appear checked, indicating that it will be incorporated into the report. You may include additional projects by checking the box alongside the project title.
  4. The project description(s) for the selected project(s) will appear in the Project Description Box.
  5. If you selected more than one project, you must select a subdivision setting.

See Also

Using the boilerplate screen

To subdivide or group projects within a report

To edit a boilerplate heading title

To edit boilerplate text

To change the order of boilerplate headings

To add a new boilerplate heading

To delete a boilerplate heading