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Using Reports

You can run, save and export reports that use and show a variety of data.

You can change the layout of most of the reports, and also export them as PDF, CSV and XLSX files.

Opening and running reports

From the Insights module select Reports.

The Insights/View menu showing the Reports option.

You’ll then see a table on the Standard tab, see below, listing the default reports along with a brief description of what they cover. The Custom tab lists any saved reports.

  • Project Overview
  • Document Status
  • Mail Status
  • RFI Sent
  • RFI received
  • Mail with Response Required
  • Project Directory
  • Workflow Status
  • Workflow Documents
  • Field Issues
  • Field Checklists
The Standard tab showing all the reports available.

If you hover over a row, the three dots icon appears. If you click this you’ll see the following options: 

  • View Report
  • Rename Report
  • Set Default Layout
  • Delete report.
The options available from the three dots icon.

To open a report, select View Report. You can also open it by clicking its name.

In this example we’ve selected RFI Sent. This automatically creates the report using the its default filter settings. 

The RFI Sent report showing its filtering options.

Large reports may take some time to load. After 30 seconds you’ll be given the option to wait or go back to the report listing page while your report generates in the background. Once the report is ready you can view it from the Report Run History panel.

Using the filters on the left you can change the data used in the report. In this example, these are Date Range and Status

When you do this, you have to press Apply to re-generate the report and see the updated data.

The RFI Sent report showing the Apply button.

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