Reports
Updated
There are a number of different report types available and reporting functions available. This help contains information on:
- Report Types
- Report Functions
Report Types
The following are all the different types of reports listed by Category (blue).
Contacts
Prequalifications
Field Tools
Action Items
Daily Reports
Daily Report Deliveries
Daily Report Notes
Daily Report Work Logs
Meetings
Production Quantities
Punch List
RFI
Submittals
Time Cards
Job Costing
Change Requests
Commitment Change Orders
Commitments
Contract Change Orders
Contracts
Report Functions
A report type is selected as the basis for creating reports. Then
- Filters can be applied to select different type of information to print on that report
- Columns can be selected to display on the reports
- Columns orders can be changed
- Columns can be sorted
- Report Types, Filters and Column settings can be saved so the report can be easily rerun again.
- Saved reports can be easily modified and run and/or saved (either updating the existing report or savings as a new one).
- Reports can be exported to PDF or Excel.
Next Steps
Click on any of the links above to get more information about that type of report (including how to create a new report of that type and run it, save a report or modify a saved report).
To run a Saved Report, see Reports - Run a Saved Report.
To delete a Saved Report, see Reports - Delete.
To export the results of running a report, see Reports - Export.
