Steps:
1. In buildlogic open the Reports menu at the top of the screen and select Reports and Templates
2. You can sort by any of the fields by clicking the blue heading line with the column names
1. Display Name: This is the name you would like the report to show as in the drop down list in buildlogic
2. File Name: This is the name of the file that you saved in the template folder earlier, if this was done correctly the file should appear in the drop down menu under the name it was saved as
3. Mail Merge Type: This selection determines which mail merge headings buildlogic is making available for a report, for example if this report was information about purchase order I would want to select 'Purchase Order'
4. Report Calculation: N/A leave as 0
5. Display Order: This is the order that the report will be displayed in the drop down menu in buildlogic. If you have multiple reports in the same list you can set the more commonly used reports to appear first.
6. Report Filters: Does not apply to word template reports, set to 'No Filters'
7. Report Type: This is the type of document being produced, at this stage template reports only work with Word
8. Category: This is the option that determines which dropdown list the report will be shown in, e.g. If you select 'Job Edit' you will see this report in the dropdown menu in the Job Edit screen on buildlogic
9. Comments: These are internal comments, they are sometimes used for differentiating between different reports
10. Active?: This tick box will determine whether the report will show in the dropdown menu or not
11. Client Account System: This option selects which accounting system you would like to use, you would generally select 'all accounting systems'
3. Click the 'New' button to add a new entry, this will open a new entry with blank fields. Complete the fields as per above.
4. Click the green 'Save' button
5. We will use a Subcontract Order for this example
6. Now that we have filled out the information as required, we can open the screen where we saved the report (determined by the 'category' selection we made) for this example it would be the 'contract edit' page
7. There will be a section at the bottom of the screen with a drop down menu, this is used to select which report you want to produce. The icons next to the menu determine how you would like to produce the report you have selected.
8. The report we added should now appear in the drop down menu if all data was entered correctly, the order they appear in this list is determined by the 'Display Order' as mentioned above
9. The icons next to the drop down menu determine how the report is going to be produced
1. The first icon from the left will produce a preview, this is used for quickly checking a document
2. The second icon will produce a word document of the report and it will also save a copy in your file sharing application (e.g. Dropbox, Sharepoint, OneDrive, etc)
3. The third icon is for producing excel documents and will be available soon
4. The fourth icon is for producing the report as a PDF document, it will also save the file in your file sharing software
5. The last icon will produce and save the document in your file sharing software, convert the document to a PDF and attach it to an email inside buildlogic ready to send