Standard and custom log reports

Log reports have a column/row style and provide a list of records, such as for an individual project and feature. For example, log reports can be used to export a list of change orders (COs), requests for information (RFIs), or submittals, to PDF or Microsoft Excel format.

Access standard and custom log reports

• Access standard and custom log reports from the Reports module, the feature landing page, or the module landing page.

Create custom log reports

Before you begin

• View a list of the available data views and fields for the reports

• Upload the corporate logo for the log reports

Basic report design topics:

1. Select the data sources
2. Add the required parameters to filter the dataset
3. Configure the header, footer, and the report properties
4. Add the report table (tablix)

Advanced report design topics

• Format Tablix fields
• Use Tablix field expressions
• Repeat Tablix headers and groupings on pages
• Use Tablix grouping and totals
• Use Tablix sorting
• Add visible report parameter filter:
  • Example 1
  • Example 2
• Display dates in the user's timezone and filter by date range using UTC format
• Copy a single project log report and convert it to a multi-project

List of standard log reports

• Project-specific:
  • Project library:
    • Drawings
    • Specifications
  • Project team:
    • Project Directory
  • Preconstruction:
    • Invitation To Bid (ITB)
    • Estimate Listing
    • Estimate Items
    • Estimate Request For Pricing (RFP) Packages
  • Client contract administration:
    • Job Cost Codes
    • Allowance Packages
    • Prime Contracts
    • Change Proposal Requests (CPR)
    • Change Orders (CO)
    • Prime Invoices
  • Procurement:
    • Anticipated Costs
    • Procurement RFP Packages
    • Purchase Orders (PO)
    • Bills
    • Subcontracts
    • SCOs
    • Sub Invoices
  • Time and Expenses
    • Employees
    • Labor Timecards
    • Employee Misc Expenses
  • Equipment:
    • Equipment Timecards
  • Correspondence:
    • Issues
    • Journals
    • RFIs
    • Submittals
    • Transmittals
  • Documentation:
    • Daily Logs
    • Meetings
    • Work Orders
  • Quality Control (QC) and Safety:
    • Checklists
    • Comply Notices
    • Permits
    • Punchlist
    • Test and Inspections
    • Site Hazard Assessments
    • Safety Incidents
    • Safety Meetings
• Lead-specific:
  • Lead library:
    • Drawings
    • Specifications
  • Project team:
    • Lead Directory
  • Preconstruction:
    • Invitation To Bid (ITB)
  • Correspondence:
    • Journals
    • RFIs
    • Submittals
    • Transmittals
  • Quality Control (QC) and Safety:
    • Checklists
• General:
  • Contacts
  • Employees
  • Equipment
  • Leads
  • Projects