Custom Reports - Overview

Modified on Tue, 24 Jun at 1:32 AM

Linarc’s powerful report generation module empowers project managers to create on-demand reports packed with comprehensive statistics and insights across multiple facets of the project. Reports can be easily downloaded in PDF format for seamless sharing and accurate record-keeping.

Reports are generated from saved templates, each structured to include relevant data based on the report’s intended purpose.
Linarc comes with a curated collection of ready-to-use templates designed to cover a wide range of essential project reporting needs.
You can also create custom templates from scratch or by cloning an existing one, allowing you to tailor reports precisely to your project’s unique requirements.
Additionally, any generated report can be instantly converted into a reusable template with just a single click, streamlining future reporting tasks.

This feature is especially valuable for recurring project assessments, progress reviews, Owner-Architect-Contractor (OAC) meetings, and other key project communications.

Custom Report Templates

The module offers the flexibility to create customized reusable templates, including a branded cover page to reflect your organization’s identity. Multiple templates can be designed for various report types, allowing you to include data from selected modules in a structured order.
You can include reports on the current data from the following modules:
- Project information, including the project directory and teams
- Schedule
  - Current Schedule
  - Schedule Baselines
- Finance
  - Budget
  - Estimates
  - Change orders
  - T&M tickets
  - Jobcost data
- Documents
  - Submittals
  - RFIs
  - Plan Sheets
  - Plan Markups
- Quality
  - Punchlist
- Site Details
  - Weather
  - Crew onsite
  - Tasks pulled for execution by the foreman on the field
  - Daily Huddles Logs
  - Safety Incident Logs
Reports leverage preset filters, saved as custom views within their respective modules, to include only the items of interest. This ensures that each report remains focused on the data to be included in it as per the specific requirements.
Additional elements like text notes, images, and attachments can also be incorporated to enhance the report’s relevance and detail.

The Report Builder module offers streamlined access to both previously generated reports and your library of saved templates:

The Reports Screen - Displays a list of all previously generated reports. You can quickly reference these reports or use them as templates to generate new reports with the latest project data.
The Report Template Screen - Displays a curated list of report templates tailored for the project. You can generate reports from these templates at any time or create new ones, either from scratch or by cloning an existing template for faster setup.

The Reports Screen

Ensure you are on the project admin console. If not:
- Click the app launcherand select 'Project' from the drop-down.
- Click 'Project' at the top
Click 'Report Builder', then 'Reports on the left.

The reports screen opens with a list of reports created for the project with their details:

Report Name- The title of the report template. Click on the name to open it. You can:
- View the template
- Generate the report with up-to-date data from the template
- Edit the template if required
Report Description - A brief description of the report and its purpose
Created By - The user who created the report
Created Date - The day on which the report was first created
Actions - Allows you to delete the report

Search and filter options:
Use the 'Search' box located at the top left to locate an item using any value from the table as search criteria 
The options at the top right allow you to filter the entries, create nested groups of entries, and manage personalized and customized views of the table. Use the links below to learn more about these: 	Filter Options in List Views
Group and Organize Items in a List View
Manage Custom List Views	
Download List in Excel Format
Click the icon to download the list as an Excel sheet. See Download List Views and Logs in Excel Format for more.

The Report Templates Screen

Click 'Report Builder'. then 'Templates' on the left

The templates screen opens with a list of templates created for the project, with their details:

Note:
You can use the system-generated templates to create your project reports. These standard templates can be edited and saved as new custom templates. System-generated templates cannot be deleted.

Name- The title of the template
Created By - The user who created the report template
Created Date - The day on which the report template was first created
Actions - Allows you to use the template for report generation or delete the template.

Search and filter options:
Use the 'Search' box located at the top left to locate an item using any value from the table as search criteria 
The options at the top right allow you to filter the entries, create nested groups of entries, and manage personalized and customized views of the table. Use the links below to learn more about these: 	Filter Options in List Views
Group and Organize Items in a List View
Manage Custom List Views	
Download List in Excel Format
Click the icon to download the list as an Excel sheet. See Download List Views and Logs in Excel Format for more.

Refer to the following sections for detailed guidance: