Room Templates Details PDF Report

This report provides all content for Room Templates. By default, the report includes Room Data, Occurrences, Core Properties, Standard Area, Groups, Classifications, and Statuses. Notes, Rooms (Template Usage), Images, and Documents can also be included.

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Filter and Order

We provide three filters by default, Template Code, Template Name, and Standard Area. If more filters are needed, select Add more filters. The order of the templates is, by default, set to Template Code.

Report Content

We provide eleven content sections in this report. Room Data and Occurrences are turned on by default as the primary sources for this report. If the project has several item lists, all are active by default.

Edit Room Data

Room Data, by default, has no filters for flags or view filters. By default, show all data fields regardless if they have data and will include fixed text. These choices can be modified by selecting Edit next to this content section.

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Edit Room Data

Any view filters defined by the project admin can be used for reporting purposes and can be selected from the drop-down menu.

To ensure only populated data shown in the report, check the box next to Only fields with data.

Edit Occurrences

Occurrences, by default, show four columns with the following column widths: Item Number (35%), Name (*), Quantity (10%), and Budget price (15%) that can be adjusted to include any occurrence fields. The asterisk * denotes no width defined and is what is left over, making up 100% after using the columns defined with a width. To edit the columns select Edit next to this content section.

Filter Occurrences

No filters are applied by default, but any occurrence fields may filter the occurrences. The order may also be defined with any occurrence field. Select Filter next to this content section to edit the filter and order.

Split by Item List

The option to split the occurrences lists into separate lists that can be individually managed or turned off is available once the Split by Item List is selected.

Once split, specific lists are turned off by unchecking the content section. Filters can be different for different lists providing different columns for each list.

Select the Show more button in the Report Content section to see additional content.

More options

Report Output