Additional Reports

Additional Exports allow you to create customized PDF Reports.

• Customers
• Contacts
• Orders
• Quotes
• Order Items
• Quote Items
• Stocks

Create a New Additional Report

Settings > Admin > Additional Report

• Click New
• Choose Standard or Custom

Report Name

Enter a Name for the Report.

Group

The Group determines the location of the Report in DocketManager.

Access

Select which users will have Access to this export.

Size and Margins

Enter a Width and a Length, and Margins

Accent & Font Color

Select colors by clicking in the fields to the right of the blank swatch.

Report Content

At the bottom of the Report Content section there is a view toggle to switch between Design and HTML view. It is best to utilize the HTML view to build the report. The Design view can be used in the future to make simple edits.
See the HTML Tags by Objects article for more information on using Tags.

Run the Report

Navigate to the page that aligns with the selected Group. If you chose the Group - Order Items then you would navigate to Order Items and click Report.