Using REPORT GROUPS to organize all your reports

Bruce Chezem — Fri, 02 May 2025 15:16:03 +0000

Using REPORT GROUPS to organize all your reports Bruce Chezem Fri, 05/02/2025 - 08:16

Episode Number

089

I use Report Groups to keep all my reports organized by the departments in my business. This helps me send reports to those departments that need only specific reports. And it helps keep my reports organized so I don't spend time searching for a specific report.

For example, I created report groups for each of these departments... Purchasing, Assembly, Shipping, Staging, Customer Service, Milling, Door Department, Estimating, and Engineering.

In each departmental Report Group, I selected sets of reports that are important and necessary for that department. For example, our Purchasing department needs to have the Material Summary w/Kits ( Grouped ) report and they need the custom buyout door report for CalDoor.

One of my personal "best practices" is that when I print anything from Cabinet Vision, I always print to a pdf file instead of sending reports directly to the printer. And I send the pdf print files to the appropriate job folder or estimate folder.

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Report Groups

Using REPORT GROUPS to organize all your reports

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