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 COs, 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

Make sure to save the report frequently (every 5-10 minutes) to avoid changes being lost within the browser.

Basic report design topics:

Select the data sources.
View a list of the available data views and fields for the reports.
Add required parameters to filter the dataset.
Configure the header, footer, and the report properties.
Add table control (Tablix).
Add the corporate logo to log reports.

Advanced report design topics

Tablix field formatting.
Field expressions.
Repeat Tablix headers and groupings on pages.
Table control (Tablix) grouping and totals.
Table control (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:
- Client contract administration:
- Procurement:
- Time and Expenses
- Equipment:
  - Equipment Timecards
- Correspondence:
- Documentation:
- Quality Control (QC) and Safety:
Lead-specific:
- Lead library:
  - Drawings
  - Specifications
- Project team:
  - Lead Directory
- Preconstruction:
  - Invitation To Bid (ITB)
- Correspondence:
- Quality Control (QC) and Safety:
  - Checklists
General: