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Management Overview

Settings include:

Article List
Manufacturer Select one or multiple manufacturers for the overview
Articles Activate to list all articles separately
Deactivate to list only manufacturers and series
Prices
Include Optional Articles Include optional articles in the overview
Cover Sheets
Cover Sheet Attach one or multiple PDF cover sheets to your report
Order of selection defines order of appearance in the report
Note: Only available in Chromium based browsers
Attachments
Attachment Attach one or multiple PDF attachments to your report
Order of selection defines order of appearance in the report
Note: Only available in Chromium based browsers
Tip: Find additional tutorials on our YouTube channel

Filter project calculation by manufacturer and export as Excel

The Management Overview in pCon.basket PRO helps you generate a clear profitability and volume analysis for your projects – fast and efficiently. As of version 2.14, new options are available: You can filter by manufacturer, switch between compact and detailed views, and export your overview as a PDF or Excel file.
Tip: Find additional tutorials on our YouTube channel
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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.
en/report_managementoverview.txt · Last modified: by fbeetz

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