The Report is output in a standardized formatting.

We provide different categories of settings to customize the content within each template. These are accessible on the left side of the Report page after selecting one of the Template types. The available settings depend on the type of template. Some of these settings require explanation and can therefore be found on the respective Template sub-pages:

Deviating from this, it is possible in pCon.basket PRO to use a customized report, depending on the respective pCon.login organization. For more information, please contact your pCon sales partner.

Tip: Find additional tutorials on our YouTube channel
	Report Templates - Quote, Article Overview and Product Comparison | pCon.basket PRO Tutorial In this video we show you the possibilities offered by the various report templates in pCon.basket

Tip: Find additional tutorials on our YouTube channel
	Efficient Project Calculation: Management Overview in pCon.basket PRO In the following tutorial video, we’ll show you how to use the template in pCon.basket PRO to efficiently summarize the most important information and automatically adapt it to the project volume.

Tip: Find additional tutorials on our YouTube channel
	Visually round off offers with article images | pCon.basket Tutorial In this video we show you the possibilities that the pCon.basket offers you to design your forms according to your wishes.

View

View provides you with different options for structuring the Article List in your Report. Which of the following view options is available depends on the template selected on the Report page.

For these editions you can specify the content of your reports to high detail, including the display of sub-articles, the listing of positions within set articles (the settings for displaying sub-positions from the properties of the individual set articles are overwritten by this). You also decide how prices, discounts and surcharges are displayed.

We provide different categories of settings to customize the content within each template. Some of these settings require explanation and can therefore be found on the respective sub-pages:

• Quote
• Article Overview
• Product Comparison
• Management Overview

Furthermore you define the size of your article images as well as the additional article images via the report. Article images can optionally be hidden.

1. Open Report page.
2. Article List area > Article image or Additional images.
3. Select option:
   • Hide (images will not be displayed).
   • Small
   • Medium (default)
   • Large

Tip: Find additional tutorials on our YouTube channel
	Visually round off offers with article images | pCon.basket Tutorial In this video, we'll show you how to make your offers visually appealing with images.

Additional article images are also displayed in the Report. In this edition, they cannot be hidden or resized.

In the CE edition you can define whether taxes will be displayed in the PDF file.

If no logo is displayed in your report, please check if the Logo option is activated (Report page, Header settings).

If the option is active, the logo that is stored for your organization via pCon.login will be inserted automatically. If no logo is stored in pCon.login, please contact the administrators of your pCon.login organization.

If you want to use a different logo, proceed as follows: Enter a freely accessible link to your logo in the Logo URL line of the Header area on the Report page.

Note: Please use a freely accessible URL for your alternative logo. We recommend hosting the logo on one of your company's servers. The use of a cloud storage service is not recommended.

The Logo drop-down menu controls the placement of your logo. Here you specify whether the logo should be displayed on the first page or on all pages of your form or whether it should be hidden. This option is not available for the product comparison template.

Use the Logo Scale option to alter the size of your logo. Your logo can be scaled from 50% to 200% of its original size. The aspect ratio is maintained.

Tip: Find additional tutorials on our YouTube channel
	Include your own LOGOS in documents | pCon.basket Tutorial Inserting Logos is a feature to make your documents recognizable. Use the possibility to include your organization logo in your pCon.login account or insert it from the internet.

If you want to make specific adjustments to the report (like changes to the footer, integration into your corporate design etc.) please contact your pCon sales partner.

The formatting of your currencies, numbers and dates depends on your language settings and the country of the customer address. The pCon.basket Online formats this information according to:

• Quote language + country of customer main address (if specified)
• Fallback: Local by application language

You can save your template settings by clicking the save icon to the right of the Templates text. The settings will be used for future offers.

The Save as Default button does also set the selected report template as default for your future projects.

You can either download the completed report or send it via e-mail.

• Download report: Click on Download Report at the lower left corner of the Report page. This will open a new browser window with a PDF page containing the offer. In the upper right corner you will find a download button, which you can use to save the form locally.
• • Send report: Click the downward pointing arrow to the right of the Download Form button. The Send Report button appears. Clicking it will open a new email in your mail program with a share link to the offer PDF. You can send this to the recipients of your choice.