stackWe often get asked about whether the Scope of Work¬†or if the contract gets printed on the “proposal”. The answer is “no”, and that surprises many of our users, but that is just a mismatch in the definition of “proposal”. What they are referring to is the complete “proposal package”, while the Proposal reports in SIX are stand-alone line item reports. A proposal package might consist of a cover page, a scope of work, a summary, the line item section, and then a contract. This can be accomplished with Report Groups in SIX.¬†Report Groups in SIX give you the ability to create one report out of many, whether you are using the stock SIX reports or your own custom reports.

Here is a tip regarding the cover page when using Report Groups. All of the Proposal reports in SIX have a built-in cover page, which is nice for printing the report by itself, but not if you want to use it in a Report Group when it is not the first report in the group. You will use the stand-alone Cover Page report instead. There is no need to create a custom report with the cover page removed, you simply need to create a new Report Definition that does not display the cover page on the Proposal report.

Right-click the report you wish to add to your Report Group and select New->Report Definition:

new definition

Name your report and select the grouping(s) you wish to use. In this example I chose to group the report by Location, then by System:

by location by system

On the Parameters tab, check the “Hide cover page?” option and save.

hide cover page

Then when you create a Report Group, choose this Report Definition so you don’t get an additional cover page in the middle of your report:

new report grouping