With the Management Overview template, pCon.basket PRO provides a powerful tool for project calculations. In this tutorial video, we show you how to make the most of the template’s advanced features – from filtering options to exporting as an Excel file.
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Filter by manufacturer, group positions, and display information in a targeted way
Starting with version 2.14, you can filter the Management Overview by manufacturer. Thanks to a convenient checkbox selection, you can decide which manufacturers are displayed – making it easy to focus on the data that really matters.
The two available view modes, “Detailed” and “Compact,” give you full control over how positions are displayed in the Management Overview. The detailed view shows the complete structure of the article tree. The compact view summarizes grouped or composite items into a single, easy-to-read row.
Optionally selectable items can also be displayed and are shown in gray, making them easy to distinguish from regular positions. Alternative items are not displayed in this overview.
Export, filter, and process further
Once your Management Overview is complete, you have two export options available:
- Download a PDF file directly from the report section.
- Export your project as an Excel file for further editing and analysis.
When exporting to Excel, you can also choose whether to use the compact or detailed view. After exporting, you can take advantage of all Excel features – including filtering by manufacturer, series, or item – giving you a clear and structured view of your data, even for large projects.
Want to learn more about the basics of the report template Management Overview?
Check out this blogpost!
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