Selection appointments run more smoothly when your client has a copy of their choices in front of them to mark up. The Client Selections Report lets you create, customise and download that document straight from the job. This article covers downloading the report, choosing what it includes, grouping by location, and saving your preferred options as defaults.
Overview
You'll find the Client Selections Report in Jobs > [Job name] > Project Management > Selections, under the Download Selections button. You choose how the report is grouped and what it includes, preview it, then download it as a PDF. Grouping by location gives each room its own section, and you can save your choices as the default so every report comes out the same way.
Your client walks away with a physical record of everything they've chosen, and site supervisors can carry the same document on site to show trades exactly what was selected.
Downloading the Client Selections Report
Navigate to Jobs > [Job name] > Project Management > Selections.
Click Download Selections in the top right corner.
Under Group by, select Category or Location.
Under Selections to include, select the selections you want in the report.
Under Selection details, tick the details you want shown.
Under Financial, tick the financial sections you want shown.
Click Download PDF.
ℹ️ The preview on the right updates as you change each option, so you can check the report before you download it. These options only change how the report is laid out, never the selections themselves.
To leave the window without downloading, click Cancel.
Report Options
Group by
Category groups selections by the Category set on each selection.
Location groups selections by room, with each room as its own heading and its variations total alongside.
Selections to include
All selections includes every selection on the job.
To include only certain statuses, untick All selections, then untick any of Approved, Awaiting approval, Declined, Ready for release or Draft that you want to leave out.
Selection details
Selection image, Item descriptions, Details (links, product info), Comments and Attachments can each be shown or hidden.
Financial
Financial summary shows the contract price, approved variations from selections, anything awaiting approval, and the contract price to date.
Variations adds a list of variations on the job that aren't linked to a selection set, and includes their total in the Financial summary.
⚠️ Selections awaiting approval are marked on the report, but their price adjustments aren't included in the contract price to date.
Locations
Locations let you group selections by room, such as Kitchen or Ensuite, rather than by Cost Category. They're optional. You give a selection a location using the Location field when you create or edit it, and that location carries through to what your client sees and to the Client Selections Report.
When you group the report by Location, each room gets its own heading. Any selection without a location appears under No Location Set.
Grouping by location suits selection appointments run room by room, because the report follows the way your client walks through the house. Grouping by category still suits builders whose allowances follow cost categories. The report groups by one or the other, never both, and neither option leaves any selections out.
ℹ️ Locations are managed in Settings > Data Setup > Locations, the same way as categories, i.e. Cost Categories.
Default Report Options
In the Download Selections Report window, set the options you want to use each time.
Tick Make this the default for selections reports.
Click Download PDF.
⚠️ Your defaults are saved when you click Download PDF. They apply to the Client Selections Report on every job, for everyone in your company account.