Custom Reports - Overview

Modified on Thu, 6 Feb at 5:51 AM

The powerful reports generation module enables project managers to create on-demand reports with comprehensive statistics and data across multiple managed aspects of the project. These reports can be downloaded in PDF format for easy sharing and record-keeping.

This feature is invaluable for periodic project assessments, progress reviews, Owner-Architect-Contractor (OAC) meetings, and more.

Custom Report Templates

The module offers the flexibility to create customized templates, including a branded cover page to reflect your organization’s identity. Multiple templates can be designed for various report types, allowing you to include data from selected modules in a structured order.
Modules Supported in Reports:
- Schedule
- Finance
  - Budget
  - Change orders
- Documents
  - Submittals
  - RFIs
  - Plan Markups
- Quality
  - Punchlist
Additional elements like text notes, images, and attachments can also be incorporated to enhance the report’s relevance and detail.

Reports can leverage preset filters, saved as custom views within their respective modules, to include only the items of interest. This ensures that each report remains focused and tailored to specific requirements.

Key Features:

Branded Templates: Design reports with personalized branding on the cover page, page header, and footer.
Flexible Data Inclusion: Add selected module data in a customizable order.
Focus on Relevance: Use preset filters to streamline the data included in the report.
Comprehensive Content: Enrich reports with text notes, images, and other attachments.
On-Demand Reporting: Generate reports instantly whenever needed.

Refer to the following sections for detailed guidance: