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Custom Reports

Our consultants are the most experienced, creative and efficient creators of custom reports and forms for Studio Designer.  We understand the capabilities and limitations of the Report Builder and Forms Builders and have participated directly with Studio Designer developers in their creation.

If there's something you need, but can't get, run it by us.  We'll contact you with questions and let you know if we can or cannot do it, provide alternate options when possible, and give you an estimate before doing any work.

  • We can add a logo to your proposals and invoices.

  • Take that complicated Excel sheet that takes hours to create and turn it into a report that prints directly from Studio Designer in a matter of seconds.

  • See below to discover a glimpse of custom reports we offer. Not finding what you are looking for? Feel free to contact us to discuss your specific needs.

Project Worksheets are most commonly for internal use, but when you need something presentable for your clients, using Custom Forms to create the Project Worksheet will allow them to be formatted nicely so they can be used for a variety of different purposes. Common uses: -Payment requests with multiple proposals or invoices -Client accounting and reconciliation statements -Receiver reports -Expediting reports -Work in Progress

Project Worksheets

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Client Statements are used to request payment on invoices that have a balance due.

Client Statements

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Proposals are generally used to request deposits from clients before goods are ordered. Because proposals don't create accounting transactions, they can be used for additional purposes, such as to request retainers, for tear sheets, progress billing and others. The title "Proposal" is editable and can be changed to meet your preference. It's common to see them titled "Quote", "Proforma", "Proforma Invoice", or "Price Quote". Please be sure upload your logo and note any changes that you would like to the disclaimer, titles, formatting, etc.

Proposals

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Purchase orders can have personalized logos, and are sorted by room. Other costs can be broken out per item, or only summarized at the bottom.

Orders

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Invoices are the final state in the billing process and are generally provided to the client when goods are ready to ship to request the final balance due. It's also common to send an invoice after installation to collect final balances for freight and incidentals. The product invoice is separate from the time billing invoice which can have a completely different format.

Invoices

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Time Billing invoices are created through the Activities menu. They are frequently used for end of month billing, reimbursable expenses and miscellaneous invoices.

Time Billing / Activity

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Specifications can have one or more items per report, and per page. We can also create specification lists and table of contents. These reports are very flexible and can show purchase cost, selling cost and a variety of information related to the item. Such as Vendor, Ship To and Item codes

Specifications

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RFQ's are limited to one item per report, but your items do not need to be on a proposal, order, or invoice in order to print them. The advantage to this is that you can easily change the vendor if you want to sent it to different prospects.

RFQ (Request For Quote)

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