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  • Is there a way to edit Schedule of Values template?

    We are looking to edit the way our format for the schedule of values outputs & prints, is there a way to edit this? Or is this a default that is unable to change? The same goes for our estimate template.

  • Attached crystal report on a MyAssistant task, on the email tab, does not deliver the same results as when running the crystal report on its own.

    I attached a crystal report in MyAssistant on the email tab so I could use the Report Options to send it as an Excel file to a saved location for an outside vendor. There is a formula in the Crystal report to only pull for active jobs. However, the report…

  • Crystal Report for Quick Bill Invoice with Subtotals

    I use a crystal report for our quick bill invoices. I need to add subtotals to the invoice. There will usually be 4-5 subtotals throughout the invoice. In quick bill, I have inserted the subtotals. However, in crystal reports, I can't get the total invoice…

  • Crystal Reports

    How do I get Crystal Reports? Is it an added software/cost?

  • Where are formulas being used

    I am trying to find out if there is a PSQL query or a report that I can run that will show me where formulas are being used - or if they are. So, if a formula is being used, is it used in another formula, report, etc. I have 100's of formulas & reports…

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