Standard report layouts

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
Tabular Details

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. 

An example of a report using the Tabular Detail layout.

Set a default layout

  1. Run the report
  2. Select the layout you want to set as default.
  3. Click Save
  4. The layout you are viewing will be set as default.

What's next?