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Multi-project invoice: nest work items under ProjectName?

Mark Gerber

November 29, 2013 16:10

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Using Studiometry's ability to generate sample data, I added one client with 5 projects, each of which has 3 work items. 

I'm trying to create a multi-project invoice that will list each Project and then within those projects list all its work items.

The attached screen shot shows the invoice, the Project Overview window, and the visual template showing my attempt at using a Debt/Credit Item Row to do this. I think I need to somehow nest the ItemName section so it will cycle through each work item for that project before moving to the next project. Is that right?

All 15 work items are listed, but they are all listed under the first ProjectName. 

Is there a way to do all this? I'm stumped.

Multi-project-invoice-template.jpg

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2 comments

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  Oranged Support November 29, 2013 16:18

  You need to use the Projects > Debts Row data row type, which will show a customizable header/footer for each project, and then show the work items for each project. Create a data row area, and select the Projects > Debts Row type:

  

   

  You can then double-click on the project's header/footer, and the debt row to customize the output.

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  Mark Gerber November 29, 2013 17:21

  Wow. Thanks for the very quick response; I need to get this out today and you pointing me in that direction will allow me to do that. And I'm anxious to explore what all those other types can do for me in reports--unless you've already written it up somewhere ;-).

  Thanks!