Hello, Sarah,

So, when you import analysis to a quote, you can choose if to import data as average volume or as individual rows from the analysis. And in the latter case, you will get correct analysis details in the quote printed document. To correctly configure Analysis import settings, you can check this article:

 Analysis import settings 

And procedure of importing analysis, just in case:

 Importing analysis data from CAT tools 

I hope that it will help to solve your issue, and report cusotmization won't be even required here. Let me know what you think please.

Thank you Eugene.

Part of the problem has been solved, thank you so much, The last thing I would like to know is if I can also see the % of fuzzy matches as I can just see the different row but without the %.

Thank you!

Sarah

Hi Sarah,

Yes, agree, indeed default quote template does not include a column for diplaying fuzzy type. Usually quotes contain aggregated data, so we didn't include this in the default template. So, for now the only solution is to clone built-in quote template and add Fuzzy Type column manually there. Hope it won't be difficult, as you can use nearby cells as an example how to bind them to data. 

thank you Eugene and happy new year!

I've tried to create a personalize quote starting from the template but I have no idea how to add the columns. Do you have some tutorial? I hope anyway that if I will create the new one then the analysis will import automatically right? I need it for KPIs

Hi Sarah,

Yes, tutorial is in documentation:

 Invoice templates 

Sarah Ianieri said:

I hope anyway that if I will create the new one then the analysis will import automatically right?

No. When you open a quote and see its data - this is the data you can use for KPI. But when you create cusotm quote printing template, it will just use data which you have in your quote. So, to make all working up to Fuzzy type level, you must have this data in Quote items table. When you have it, you can then use it as you like: in reports, in custom templates, etc.

Thank you Eugene. I've tried to do it following you instructions and documentation but no success, I'm not able to do it. Would you have time to help me and do it? I'm so sorry!

Thank you

hello, any news?

Hi Sarah, sorry, we don't have enough resources to provide help beyond support. But you can try to explain in detail what you're trying to achieve in the template, and I'll try to help. If you already started to edit template, please export it and attach as zip file here, so I can continue from where you stopped.

hello Eugene, i'm sorry but I've tried to check something also paying but nothins seems to be available for one project.

Anyway, attached you can find the template I'm trying to modify, a screen of how the layout comes out and a screen of the analysis. What i want is to insert in the quotation the detailed analysis with a column of the fuzzy matches. It seems i did something but i don't know how it take the data. As you can see in the quotation example, in the fuzzy match column, only compares  "no match" but the analysis is correct test template.rar

Hi Sarah,

You linked Fuzzy type field with Customer.PriceList.. etc. But must be linked with Quote > QuoteItems > FuzzyType > Name.

Recommend to re-read documentaiton about templates.

Thank you very much!

I finally did it!

Thank you very much!

I finally did it!