Item List Templates Details PDF Report

This report provides all content for Item List Templates. The report includes Occurrences, Core Properties, Details, Groups, Classifications, and Statuses by default. Notes, 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, but selecting the ellipses (three dots) in the order menu will allow any field to be used to define the order of the templates. 

Report Content

We provide nine content sections in this report. Occurrences are turned on by default as the primary source for this report. If the project has several item lists, all are active by default.

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.

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Edit Occurrences

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