How to modify process reports to display option details in two columns with different colored fonts

How to modify process reports to display option details in two columns with different colored fonts

Summary

Process reports in Solatech SalesPRO can be modified to display option details in two columns for easier viewing of selected options.  The option name and option values can also be changed to have different colored fonts.  This knowledge base article will describe how to set this up for one or more process reports.

Note:  Requires HF09182019.

Instructions

  1. From within SalesPRO,  click the Setup tab
  2. Select the Process Reports icon 
  3. Click a report which you wish to modify to highlight
  4. Click the Modify button
  5. On the Modify Report Layout window, click the Line Items tab
  6. On the Line Items tab click Options
  7.  From the top drop down menu, select the options you wish to display
  8. For this example, we will select Show all unreferenced options below the respective line item
  9. In the Data section, you can choose to display in 2 or more columns.   The default space between columns is .1 inches, but this may be changed. 
  10. Click the Change button to the right of Heading information 
  11. Here you can change the text color for the Heading (option prefix) and the Data (option value)
  12. Press OK to exit and save your changes
  13. Place a check mark in the box Hide options with no values
  14. Place a check mark in the box Hide options with the following values
  15. Enter 0, No, N/A, None
  16. Press OK to exit and save changes


Applies To:

  • Solatech SalesPRO

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