Layouts enable you to view the same report data using a different chart type or design.
All reports have one or more layout options, these are listed in the following table:
Report |
Layout(s) |
Project Overview |
Standard Extended |
Overdue and Open Tasks by Users |
Overview Open Tasks by Users – Issues Overdue Tasks by Users – Workflow Documents Overdue Tasks by Users – Mails |
Document status |
Newest First Oldest First |
Document History |
Document Review Status Document associated Workflows Document Revisions and Versions |
Transmittal History by Document |
Transmittal History by Document |
Transmittal History by Organization |
Transmittal History by Org |
RFI sent |
Standard Tabular Details |
RFI received |
Standard Tabular Details |
Mail Status |
Tabular Details |
Mail Response |
Tabular Details |
Mail Thread |
Tabular Details |
Mail Days Late |
Tabular Details |
Document Transmittal Workflow |
Tabular Details |
Document transmittal |
Tabular Details – Transmittal wise Tabular Details – Document wise |
Project Directory |
Standard Users by Organizations |
Workflow status |
Standard Tabular Details |
Workflow Document |
Review In progress Review Overdue |
Workflow Documents Review Outcome |
Tabular Details |
Workflow Document - Insights |
Standard |
Field Usage |
Standard |
Field Insights - Issues |
Standard Issues – Overview Issues by Type Issues by Assigned Organization Issues by Captured Organization Issues by User |
Field Issues |
Standard Issues – Overview |
Field Issues by Type |
Issues – Status vs Assigned Organization Issues – Area vs Assigned Organization |
Field Issues by Organizations |
Issues by Assigned Organizations Issues by Captured Organizations |
Field Issues by Area |
Area vs Status Issues – Area vs Type Issues – Area vs Assigned Organization |
Field Inspections |
Standard Field Inspections – Overview |
Field Punchlists |
Standard Issues by Punchlists |
Daily Reports Summary |
Daily Reports Summary |
Contract Details |
Default Layout |
Contract Change Detail |
Default Layout V2 |
Contract Summary |
Default Layout |
Change Event Details |
Default Layout |
Payment Application Details |
Default Layout |
To change a report design, click the Layout option and select from the available layouts. Note: Some reports only have one layout.
Our example shows the RFI Sent report in both Standard, a more graphical format, and Tabular Detail, which use tabs across the top of the report.