Selection appointments run more smoothly when your client has a copy of their choices to mark up. The Client Selections Report lets you create, customize and download that document straight from the job. You choose how the report is grouped and what it includes, preview it, then download it as a PDF.
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.
Choose your report options (see Report Options below).
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
Code groups selections by Cost Code.
Location groups selections by room (see Locations below).
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 change orders from selections, anything awaiting approval, and the contract price to date.
Change Orders adds a list of change orders 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 Primary Bath, rather than by Cost Code. 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 with its change order total alongside. 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 code suits builders whose allowances follow Cost Codes. The report groups by one or the other, never both.
ℹ️ Locations are managed in Settings > Data Setup > Locations, the same way as Cost Codes.
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 apply to the Client Selections Report on every job, for everyone in your company account.