Reports

https://youtu.be/6R-EeJMKyqY?si=zQuRiTyu8mcr-3iZ

Learn how to take full control of your Cabinet Vision reports with xReporting! In this webinar, our software specialists at Planit Canada walk you through everything you need to know about customizing, generating, and exporting reports using xReporting. Whether you need detailed cut lists, material estimates, or production reports, xReporting helps you extract the right data, the right way.

Topics Covered:

✔ What is xReporting in Cabinet Vision?

This video answers the following Cabinet Vision questions:

QUESTION 1: I used to have a custom door report that sorted by cabinet number. It lost compatibility in one of the bigger CV updates. Can you show me how to make a custom report that filters based on cabinet number?

In this video I explain how to combine two, distinct, reports into one common one using simple copy/paste functions in Cabinet Vision

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 this video I share some of my most commonly used Combit functions along with brief explanations of why I use them or why you might care to.

Thanks to one of the attendees asking questions during the stream we ended up working through a somewhat interesting and fun exercise extracting information about a material's thickness (0750) from a string, converting it to a fraction with 1/16" precision, and replacing the original abbreviated material name with one a little easier to understand if you aren't in our industry.

The Cabinet Vision Report Center is extremely powerful but many (myself included) find it very challenging to learn. In this video we focus on the "design" aspect of building reports and review some of the strengths and potential caveats that go with it.

In this episode, we go back to Crystal Reports. It's been 10 episodes, but we will be using our Report Template, that we created, to create a cabinet list report that will give us some basic details on the number of cabinets in a room.

We introduce the basics of CABINET VISION Reports in Version 11

In this video, I go over how to separate out the door totals from the door types on the Door List w/Profiles (DLP002).

In this video, I give a quick rundown on how to join the records in a door list so that pair doors with dissimilar hinging (Left and Right) will be joined together into a single item (this can join a whole bunch of pair doors that have the same size)