These View formats are described by the Create a New Report window, opened by clicking on the Reports button.
The procedure for adding a new BoQ View definition is very similar to editing an existing one. For the clarity, only the edit of an existing report definition is described here.
Note: We suggest that you try experimenting with a new "dummy" report definition before you start amending the formats as supplied, in case you cannot remember the initial settings.
•To add a new BoQ Report
1. Open the Reports window
2. Click the mouse on the New button
3. Select the BoQ Format Reports from the list.
•To Edit an existing Report
1. Select Reports from the Project menu
2. Highlight the report definition to be amended.
3. Click the mouse on the Edit button
The choices and field values to set up are made from a number of tabs available for each report type. The selections made will affect the appearance of the final report.
The content and choices available on each tab are described below.
Note: For clarity, selected examples of the choices and settings made are offered here, as some of the fields are self-explanatory.
The Details tab allows you to set up the general appearance of the report.
Name Enter the title of your report
Options frame Select the options here for appearance and primary content of the report. Note that where an Unpriced Subcontractor Rate occurs, you can select an alternative value as substitute.
Summary Text Enter the text that you require at various summary breaks in the report.
Criteria Select the criteria (e.g. filter) to limit the content of the report.
From the BoQ Fields tab, select the column values and order of the columns to appear in your report.
Available Fields Highlight each field value in turn and click the mouse on Add to include the selection in the report. Remember to select them in the order that you wish them to appear.
Selected Fields Shows which fields have been selected for the report. To remove a field, highlight the field value and click the mouse on Remove.
Format of Field Set the format of the field highlighted in the Selected Fields frame, e.g. field name, format, column width etc.
Alignment Select left, centred or right justified alignment of the field values in the report.
The Layout tab determines the page layout and font types, sizes etc to be used in the report.
Font Selection and Font Properties Select the font style and size required for the report. You can choose varying font properties for different elements in the report.
Font to all Applies the last used font properties to all elements in the report.
Page Layout Select the orientation of the report, paper size and the margin widths around the page.
From the Cover Page tab, select the values to appear on your report cover sheet.
Available Fields Highlight each field value in turn and click the mouse on Add to include the selection in the report. Remember to select them in the order that you wish them to appear. Use New Line to add another line to the cover sheet. More than one field value can appear on each line.
Selected Fields Shows which fields have been selected for the report. To remove a field, highlight the field value and click the mouse on Remove.
Format of Field Set the format of the field highlighted in the Selected Fields frame, e.g. field name, format, column width etc.
Alignment Select left, centred or right justified alignment of the field values in the report.
The Header and Footer tabs allow you to insert either free format text or selected field values into the header or footer positions on your report.
Any values can be left, centre or right justified. Simply include the required values on the chosen tab to locate it in your report.