Scope of work in client report
Stephen Michaux
We would like the ability to include the scope of work in the standard client reports. Currently I have to print both reports, merge the scope into the client proposal, and change the page numbers. Would be much easier if this was included in the standard client report as a selectable option.
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Kevin Frye
Hi Stephen, you can actually do this today using report groups. The group should consist of Cover Page, Scope of Work, and Proposal (plus others you like). In the Proposal report, create a report definition with no cover page showing. This will give exactly the results you want.
https://support.d-tools.com/003_SI_Documentation_(v16)/User_Guide/05_Reports/3_Managing_Reports/Report_Groups
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Jeff Mackey
Kevin Frye: I use report groups as well for different clients (some need project references, project personnel resumes, etc.) It's a lot quicker than creating a slew of custom reports.
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Kevin Frye
Jeff Mackey: great idea Jeff. I hadn't thought of this for things like project references, resumes, etc. That is certainly faster and easier than trying to build a bunch of options in a custom report. It can be done but is a lot of heavy lifting. Report groups are definitely the way to go for the highly pragmatic among us.