--- title: PRICE MATRIX - Reports description: Accessing and generating Price Matrix reports for Print / Preview / Email --- [![company logo](https://cs.geminilogic.com/hs-fs/hubfs/Gemini-Logic-Logo%20(1).png?height=120&name=Gemini-Logic-Logo%20(1).png)](https://www.geminilogic.com/) [User Manual](https://cs.geminilogic.com/en/migrated/manual) - [Go to Gemini Logic](https://www.geminilogic.com/) - [New Ticket](https://cs.geminilogic.com/en/migrated/manual/kb-tickets/new) - [Go to Customer Portal](https://cs.geminilogic.com/tickets-view) Spire User Manual - Price Matrix - [Spire Systems - General Knowledge Base](https://cs.geminilogic.com/en/migrated/manual/spire-systems-general-knowledge-base) - [Tips and Tricks](https://cs.geminilogic.com/en/migrated/manual/spire-systems-general-knowledge-base#tips-and-tricks) - [Spire Administration - General Ledger](https://cs.geminilogic.com/en/migrated/manual/spire-systems-general-knowledge-base#spire-administration-general-ledger) - [Spire Administration - Sales](https://cs.geminilogic.com/en/migrated/manual/spire-systems-general-knowledge-base#spire-administration-sales) - [Spire Administration - Inventory](https://cs.geminilogic.com/en/migrated/manual/spire-systems-general-knowledge-base#spire-administration-inventory) - [Analytics for Spire](https://cs.geminilogic.com/en/migrated/manual/analytics-for-spire) - [Spire User Manual - System Overview](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-system-overview) - [Spire User Manual - User Settings](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-user-settings) - [Spire User Manual - Vendors](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-vendors) - [Spire User Manual - Inventory](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-inventory) - [Pricing](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-inventory#pricing) - [Spire User Manual - Price Matrix](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-price-matrix) - [Spire User Manual - Purchase Orders](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-purchase-orders) - [Spire User Manual - Sales Orders](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-sales-orders) - [Spire User Manual - Keyboard Shortcuts](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-keyboard-shortcuts) - [Spire User Manual - Company Settings](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-company-settings) - [Spire User Manual - New Instal/Company Setup](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-new-instal-company-setup) - [Spire User Manual - General Ledger](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-general-ledger) - [Spire User Manual - Accounts Receivable](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-accounts-receivable) - [Spire User Manual - Accounts Payable](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-accounts-payable) - [Spire User Manual - Payroll](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-payroll) - [Spire User Manual - Production Manager](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-production-manager) - [Spire User Manual - Service Manager](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-service-manager) - [Spire User Manual - User Defined Fields](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-user-defined-fields) - [Spire User Manual - Job Costing](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-job-costing) - [HubSpot](https://cs.geminilogic.com/en/migrated/manual/hubspot) - [Updates](https://cs.geminilogic.com/en/migrated/manual/hubspot#updates) - [Gemini Logic](https://cs.geminilogic.com/en/migrated/manual/gemini-logic) - [Shipping](https://cs.geminilogic.com/en/migrated/manual/shipping) - [Sales Taxes](https://cs.geminilogic.com/en/migrated/manual/sales-taxes) - [Spire User Manual](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual) - [Customers](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual#customers) [Back to home](https://cs.geminilogic.com/en/migrated/manual) 1. [User Manual](https://cs.geminilogic.com/en/migrated/manual) 2. Spire User Manual - Price Matrix - [Spire Systems - General Knowledge Base](https://cs.geminilogic.com/en/migrated/manual/spire-systems-general-knowledge-base) - [Tips and Tricks](https://cs.geminilogic.com/en/migrated/manual/spire-systems-general-knowledge-base#tips-and-tricks) - [Spire Administration - General Ledger](https://cs.geminilogic.com/en/migrated/manual/spire-systems-general-knowledge-base#spire-administration-general-ledger) - [Spire Administration - Sales](https://cs.geminilogic.com/en/migrated/manual/spire-systems-general-knowledge-base#spire-administration-sales) - [Spire Administration - Inventory](https://cs.geminilogic.com/en/migrated/manual/spire-systems-general-knowledge-base#spire-administration-inventory) - [Analytics for Spire](https://cs.geminilogic.com/en/migrated/manual/analytics-for-spire) - [Spire User Manual - System Overview](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-system-overview) - [Spire User Manual - User Settings](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-user-settings) - [Spire User Manual - Vendors](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-vendors) - [Spire User Manual - Inventory](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-inventory) - [Pricing](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-inventory#pricing) - [Spire User Manual - Price Matrix](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-price-matrix) - [Spire User Manual - Purchase Orders](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-purchase-orders) - [Spire User Manual - Sales Orders](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-sales-orders) - [Spire User Manual - Keyboard Shortcuts](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-keyboard-shortcuts) - [Spire User Manual - Company Settings](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-company-settings) - [Spire User Manual - New Instal/Company Setup](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-new-instal-company-setup) - [Spire User Manual - General Ledger](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-general-ledger) - [Spire User Manual - Accounts Receivable](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-accounts-receivable) - [Spire User Manual - Accounts Payable](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-accounts-payable) - [Spire User Manual - Payroll](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-payroll) - [Spire User Manual - Production Manager](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-production-manager) - [Spire User Manual - Service Manager](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-service-manager) - [Spire User Manual - User Defined Fields](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-user-defined-fields) - [Spire User Manual - Job Costing](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-job-costing) - [HubSpot](https://cs.geminilogic.com/en/migrated/manual/hubspot) - [Updates](https://cs.geminilogic.com/en/migrated/manual/hubspot#updates) - [Gemini Logic](https://cs.geminilogic.com/en/migrated/manual/gemini-logic) - [Shipping](https://cs.geminilogic.com/en/migrated/manual/shipping) - [Sales Taxes](https://cs.geminilogic.com/en/migrated/manual/sales-taxes) - [Spire User Manual](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual) - [Customers](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual#customers) # PRICE MATRIX - Reports ## Accessing and generating Price Matrix reports for Print / Preview / Email **![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Jul-31-2022-09-53-22-67-PM.png?width=50&height=50&name=image-png-Jul-31-2022-09-53-22-67-PM.png) ** - **Access** (see also Reports Locations List) - Price Matrix List  - select or multi-select the record(s) from the filtered or unfiltered list (see [Price Matrix Filters](https://cs.geminilogic.com/en/manual/price-matrix-access-list-functionality#PriceMatrixExport)) - ![](https://cs.geminilogic.com/hubfs/image-png-Jul-31-2022-10-02-31-38-PM.png) choose **Print Selected** or **Print All** ![](https://cs.geminilogic.com/hubfs/image-png-Dec-18-2022-10-02-58-7757-PM.png) - Customer Price Matrix Tab - click on ![](https://cs.geminilogic.com/hubfs/image-png-Dec-18-2022-10-14-23-1302-PM.png)  ![](https://cs.geminilogic.com/hubfs/image-png-Dec-18-2022-10-14-26-9701-PM.png) **Generating Reports / Forms** - - from the Spire Reports list, ![CheckBoxCheckedBlue](https://cs.geminilogic.com/hs-fs/hubfs/CheckBoxCheckedBlue.png?width=16&height=16&name=CheckBoxCheckedBlue.png) select the report(s)/ Form(s) you wish to run - highlight the report to check the description below to see if it's what you expect![PriceMatrixReportsList](https://cs.geminilogic.com/hs-fs/hubfs/PriceMatrixReportsList.png?width=485&height=323&name=PriceMatrixReportsList.png) - - select the run method:  - - - **Print** - accept or change the **Printer** - accept or change the **Paper Source** - printer format permitted, select from **Duplex** options - accept or change the number of **Copies** - option to **Save Defaults** so same settings will be used next time this report is selected for printing - **Email** - **Setup** - establish Company Settings (see [Company Settings](https://cs.geminilogic.com/en/manual/company-settings-email)) - establish User Settings (see [User Settings](https://cs.geminilogic.com/en/manual/user-settings-modular-access-preferences#UserSettingsEmail)) - **Recipients**                                  ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Jun-04-2023-12-43-59-4361-PM.png?width=499&height=440&name=image-png-Jun-04-2023-12-43-59-4361-PM.png)     - - - - - enter the email address(es) into the **To** box (separate additional email addresses with ‘;’)  - accept or change the **CC** and **BCC** recipient(s) default as set in User / Company settings  - **Attachments** box displays any reports being sent, either through the Printer dialogue box - select from available email addresses for the **From** and **Reply-To** fields - enter the message in the bottom box - option to ![](https://cs.geminilogic.com/hubfs/image-png-Jun-04-2023-12-37-37-1515-PM.png)  **Print Reports** already attached in this email  - - - - option to ![](https://cs.geminilogic.com/hubfs/image-png-Dec-18-2022-10-07-05-6545-PM.png) **Select Template** or setup a new one: - - - - - Edit > Email templates                                      ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Jun-03-2023-12-34-47-5501-PM.png?width=149&height=260&name=image-png-Jun-03-2023-12-34-47-5501-PM.png) - - - - - **![](https://cs.geminilogic.com/hubfs/image-png-Dec-18-2022-10-07-09-3478-PM.png) New** template                                  ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Jun-04-2023-12-43-25-1810-PM.png?width=506&height=345&name=image-png-Jun-04-2023-12-43-25-1810-PM.png) - - - - - enter **Template Name** - enter **Subject** for the email - enter the email message in the **Body** section, in the **Rich Text** tab if you want to use formatting (bullets, etc), or the **Raw HTML** tab if you want to add special formatting or insert an image, or the **Plain Text** tab if you want to avoid any formatting - option to ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Dec-18-2022-10-07-15-2825-PM.png?width=30&height=18&name=image-png-Dec-18-2022-10-07-15-2825-PM.png) **Insert Param** merge field(s) into the subject or message body (user first and last name is inserted here)                                        ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Jun-04-2023-12-48-12-6368-PM.png?width=160&height=115&name=image-png-Jun-04-2023-12-48-12-6368-PM.png) - - - - - option to make this a ![](https://cs.geminilogic.com/hubfs/image-png-Jun-04-2023-12-31-11-3408-PM.png) **Shared Template** so no other user can see it, or a ![](https://cs.geminilogic.com/hubfs/image-png-Jun-04-2023-12-31-14-3229-PM.png) **Personal Template** - - - - if not using a template, then manually enter **Subject** and **Message** - **Attach File** of any type - ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Dec-18-2022-10-07-15-2825-PM.png?width=30&height=18&name=image-png-Dec-18-2022-10-07-15-2825-PM.png) **Insert Param** merge fields for this email (this example displays User first and User last name fields) - **![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Jun-03-2023-12-36-38-3245-PM.png?width=30&height=30&name=image-png-Jun-03-2023-12-36-38-3245-PM.png) Send** the email or ![](https://cs.geminilogic.com/hubfs/image-png-May-25-2023-04-56-24-7911-PM.png)  **Save** / ![](https://cs.geminilogic.com/hubfs/image-png-May-25-2023-04-56-30-4423-PM.png)  **Save Close** and Edit / Send later from the ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Jun-03-2023-12-36-54-5312-PM.png?width=32&height=23&name=image-png-Jun-03-2023-12-36-54-5312-PM.png)  **Email** module - - - **Preview** -  see report(s) on screen with additional options (if multiple reports were selected, each report will populate a separate tab) with additional options: ![](https://cs.geminilogic.com/hubfs/image-png-Dec-18-2022-10-19-50-9155-PM.png) - - - - use Ctrl + scroll to zoom in or out - **![](https://cs.geminilogic.com/hubfs/image-png-Dec-18-2022-10-19-30-9110-PM.png) Print** the report currently in the viewer window - **![](https://cs.geminilogic.com/hubfs/image-png-Dec-18-2022-10-19-34-1779-PM.png) Print All** reports across all tabs (if multiple reports were selected) - - - - ** ![](https://cs.geminilogic.com/hubfs/image-png-May-25-2023-11-42-49-2749-AM.png) Export**![ReportsExport](https://cs.geminilogic.com/hs-fs/hubfs/ReportsExport.png?width=478&height=281&name=ReportsExport.png) - select the **Format** - select the **Destination** - **Application **will open the program on your computer that is associated with the **Format** you chose - **Disk file** will prompt you to save the Report in the **Format** you chose - **Exchange Folder** allows the Report to be accessed through a Microsoft Exchange client such as Microsoft Outlook - click **OK** - **![](https://cs.geminilogic.com/hubfs/image-png-Dec-18-2022-10-19-42-0701-PM.png) Find** to search text of the document / report - ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Dec-18-2022-10-19-46-0275-PM.png?width=292&height=19&name=image-png-Dec-18-2022-10-19-46-0275-PM.png)   navigate through pages of the displayed report, alternatively to scrolling down - **Security** on Reports / Forms can be established at Company Level, User Level or Server Level:![CompanySettingsReportsSecurity-1](https://cs.geminilogic.com/hs-fs/hubfs/CompanySettingsReportsSecurity-1.png?width=655&height=275&name=CompanySettingsReportsSecurity-1.png) - **Company Level** - Edit > Company Settings > Reports > Security tab - **Disable Security** gives full access to all users for all reports to **Preview** / **Print** / **Export** / **Email** unless Security is Enabled in User Settings (described below) - **Enable Security** gives ability to select which reports can be accessed for all Users to **Preview** / **Print** / **Export** / **Email** - **User Level** - Edit > User Settings > Reports![UserSettingsReportReportSecurity](https://cs.geminilogic.com/hs-fs/hubfs/UserSettingsReportReportSecurity.png?width=622&height=261&name=UserSettingsReportReportSecurity.png) - **Company Default** uses settings established in Edit > Company Settings > Reports - **Disable Security** gives access to all reports within the modules this User has access to - **Enable Security** opens up the checkmarks below **Preview** / **Print** / **Export** / **Email** to remove access - ** ![](https://cs.geminilogic.com/hubfs/image-png-Jul-31-2022-10-19-17-37-PM.png) Use Defaults** establishes settings same as Company settings, with the ability to make changes -  **Server Level** - Tools > Server Administration![](https://cs.geminilogic.com/hubfs/image-png-Dec-18-2022-06-53-30-4205-PM.png)  - ![](https://cs.geminilogic.com/hubfs/image-png-Jul-31-2022-10-19-53-42-PM.png) select a report in the list  - ![](https://cs.geminilogic.com/hubfs/image-png-Jul-31-2022-10-20-04-17-PM.png) delete or  ![](https://cs.geminilogic.com/hubfs/image-png-Jul-31-2022-10-20-19-46-PM.png) disable  - **Available Price Matrix Reports** | ***Report Name*** | ***Location*** | | --- | --- | | *Customer Price Matrix Report* | Customer Details > Price Matrix Tab | | *Price Matrix List* | Price Matrix List |   [![company logo](https://cs.geminilogic.com/hs-fs/hubfs/Gemini%20Logic%20-%20Black-1.png?height=120&name=Gemini%20Logic%20-%20Black-1.png)](https://www.geminilogic.com/) Gemini Logic - [![linkedin_social_link_icon_alt_text](https://static.hsstatic.net/TemplateAssets/static-1.329/img/hs_default_template_images/modules/Follow+Me+-+Email/linkedin_circle_color.png)](https://www.linkedin.com/company/2460588) - [![youtube_social_link_icon_alt_text](https://static.hsstatic.net/TemplateAssets/static-1.329/img/hs_default_template_images/modules/Follow+Me+-+Email/youtube_circle_color.png)](https://www.youtube.com/user/GeminiLogicInc/featured) - [![twitter_social_link_icon_alt_text](https://static.hsstatic.net/TemplateAssets/static-1.329/img/hs_default_template_images/modules/Follow+Me+-+Email/twitter_circle_color.png)](https://twitter.com/gemini_logic) - [Go to Gemini Logic](https://www.geminilogic.com/) - [New Ticket](https://cs.geminilogic.com/en/migrated/manual/kb-tickets/new) - [Go to Customer Portal](https://cs.geminilogic.com/tickets-view)