When creating Costing reports, you can enter form data in the Costing Report dialog box, such as your company logo and contact information. You can also enter information about the customer quote you are preparing. Your entries appear in the report headers.
To customize report headers in a costing report:
- Click Costing (Tools toolbar or the Evaluate tab on the CommandManager) or and calculate the cost of the part.
- At the bottom of the Costing Task Pane, click Generate Report .
- In the Report Options dialog box, expand Company information, select the options, and type the data.
Option |
Description |
Company |
Specifies your company name. |
Address |
Specifies your company address. |
URL |
Specifies your company website. |
Logo |
Uploads a file of type .jpg, .gif, .png, or .tif to the report header. You can upload images of sizes up to 300 x 150 px.
|
You can also enter your name and contact information on the report form.
- Expand Quote information, select the options, and type the data.
- Quote number
- Request for quote number
- Customer company
- Customer contact name
- Customer contact information
- Quote prepared by
- To view the published report, select Show report on publish.
- Click Publish.
The report appears.
- Close the report.