Step 3 - Optional: Generate the report(s)

Generate a report and include it in the email that is being sent. You can only generate a report that is also associated with a form.

  1. Open the Documents tab on the PM Send Documents form.
  2. Add records to the Documents tab using the icon. Each report must be associated with a unique record. For example add an ACO record to the Documents tab to generate a change order report associated with the PM Approved Change Orders form. To generate multiple reports, add multiple records to the Documents tab.

You can only generate a report that is associated with a form

The reports that are associated with a form display when you select Options > Reports in the toolbar at the top of a form. This means if you want to generate an RFI report, you need to add an RFI record to the Documents tab and the PM Request For Information form must be associated with the report that you want to generate.

Click here for information on how to associate a report with a form.

Added records associated with parent using the Related Items feature

When adding records to the Documents tab, every record that you add will also be related to the parent record using the Related Items feature. The parent record is the record used to launch the PM Send Documents form.

Adding records to the Documents tab

Follow the steps below to add another record to the Documents tab.

  1. Click the Select Records () icon in the toolbar at the top of the PM Send Document form.

  2. The PM Search Documents form will display.

  3. Use the PM Search Documents form to locate the records that you want to add. For example select an RFI, project issue, change order, and subcontract.

  4. Move the new record to the Selected Documents section and then click OK.

  5. The selected records will now display on the Documents tab of the PM Send Documents form. Use the Form Report column select the report that will be generated for each record.

You cannot generate a report and a document for the same record

A single email can include several reports and generated documents, but you cannot generate a report and a project document using the same record.

For example a single email can include several RFI documents and change order reports, but you cannot generate an RFI document and a PM Request For Information report for the same RFI record.

  1. Select Report in the Document Source column next to each record that will be used to generate a report.
  2. Select the report that you want to generate int he Document column.

You cannot generate an SSRS report

Currently SSRS reports are not compatible with the Create and Send feature. SSRS reports will not display in the Form Report drop down, even if they are associated with a form.

  1. Click on the Report () icon next to the Form Reportcolumn to select how the report will be configured. This allows you to select what information will be included in the report that is generated.
  2. Go to the next step, adding attachments. More