Summary of the primary reports in Studio Designer
Studio Designer offers a wide assortment of reporting options. This powerful tool is available to all basic and professional subscribers and can be accessed from the Report icon in the lower left of the main menu.
There are 3 main types of reports:
It is important to understand what each means, and who would use them each and why. You can also read more about the main report page here.
Exporting - Click to learn more about exporting reports to a spreadsheet.
These are the most straightforward format and are used by any user type (project managers, bookkeepers/accountants, or principals). You can think of reports as a spreadsheet with rows and columns of data, where you can choose (1) the order of the columns, (2) how the data is sorted, and (3) where any subtotals appear.
The types of reports used most frequently are in the Items section. We call these “Projects Worksheets”. They are a quick way to get a snapshot of the items in your projects and can display any data from Item List and Item Detail screens.
In addition to choosing which columns of data display on your reports, you can also choose how to Filter reports.
There are many Categories of reports available, each has a different set of columns, sorts, or filters. Browse through and find one that works for you, or Customize one to meet your exact requirements.
Read more about the various categories of reports.
The financial reports require specific Permissions to access and are generally accessible to bookkeepers/accountants and principals. These reports include company Balance Sheets, Income Statements, General Ledger reports, and Reconciliation reports types.
Due to their nature, there are fewer filters available on financial and many of these reports cannot be customized.
To access these reports, click on the grey button near the top right corner of the Reports section labeled “Go ToFinancial Forms”.
Learn more about these reports.
Forms are the documents that Studio Designer generates, such as Proposals, Orders, Invoices, Specifications, and RFQ. There are many standard themes available for each of those types of documents. If you want to customize the format of these documents, you can do so, starting with any of the forms you see listed in our Forms section.
There are more steps to customizing forms than reports, however, the workflow is quite similar. Not only can you choose which elements are displayed and how the rows are sorted, grouped, and subtotals, but you also can choose their exact position, as well as their font and style.
Learn more about custom forms.