Using REPORT GROUPS to organize all your reports

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.  


[This video may contain affiliate links.  If you make a purchase via an affiliate link, I may earn a small commission at no extra cost to you]

Don't forget to subscribe https://tinyurl.com/5n6zukxe

Creating a Cabinet Vision job in 40 steps https://craftsmanengineering.com/blog/creating-and-documenting-job-cabinet-vision-40-steps

Our online store for Cabinet Vision data sets and packages https://shop.craftsmanengineering.com/

Exclusive Cabinet Vision How-To videos and other content by Craftsman Engineering on Patreon https://www.patreon.com/c/PeelingBackCabinetVision

Rev-A-Shelf https://tinyurl.com/f3c4e7ek

Richelieu Hardware https://tinyurl.com/2k3e3uet

Blum https://tinyurl.com/5n73udsy

Construction Monitor - Best source for leads....ever https://tinyurl.com/3nu7562e

3D Warehouse -  Lots of Cabinet Vision Sketchup models for import https://tinyurl.com/47ecykr3

Solid Setup Plus...lots of great Cabinet Vision packages - https://tinyurl.com/yvdbjcyr 

CV App Store...more great Cabinet Vision packages - https://tinyurl.com/bdf99dt5

Allmoxy - Sell cabinets, doors and drawers online - https://tinyurl.com/4h22dj75

VORTEK Spaces - 3D walkthroughs of Cabinet Vision jobs...so cool https://tinyurl.com/23ykzp4f

 

 

Add new comment

The content of this field is kept private and will not be shown publicly.