Custom Reports - Overview

The powerful reports generation module enables project managers to create on-demand reports with comprehensive statistics and data across multiple managed aspects of the project. These reports can be downloaded in PDF format for easy sharing and record-keeping.

This feature is invaluable for periodic project assessments, progress reviews, Owner-Architect-Contractor (OAC) meetings, and more.

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
  • 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.

Key Features:

• Branded Templates: Design reports with personalized branding on the cover page, page header, and footer. 
• Flexible Data Inclusion: Add selected module data in a customizable order.
• Focus on Relevance: Use preset filters to streamline the data included in the report.
• Comprehensive Content: Enrich reports with text notes, images, and other attachments.
• On-Demand Reporting: Generate reports instantly whenever needed.

The Report Builder Screen

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

The report templates screen opens with a list of pre-created templates 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 template
• Created Date - The day on which the template was first created
• Actions - Allows you to delete the template

Search and filter options:

• Use the 'Search' box located at the top left to find a change order using any value from the table as search criteria 
• Right-click the column header and customize the display and order of the columns as you wish 
• 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:
  • Customize Columns in List Views
  • Filter Options in List Views
  • Group and Organize Items in a List View
  • Manage Custom List Views

Download as Excel Sheet

• Click the 'Download' button at the top-right to save a copy of the list in Excel format for sharing and record-keeping

• File Name - The filename is automatically set to the current date. Enter your preferred name in the text box to override the default.

Saving Options:

• Direct Download
  • Click the 'Direct Download' button to save the file directly to your device.
• Linarc's cloud-based project file repository -  Saving the file in the project's file repository allows you to share it with other team members. The folder's access permissions determine which team members can view or edit the file.
• Company Drive - Share with the project team members from your organization:
  • Select 'My Drive'.
  • Navigate to the desired folder within the project's cloud-based file repository to save the file on the company drive.
• Project Drive - Share with the construction team members from any stakeholder organization: 
  • Select 'Project Drive'.
  • Navigate to the appropriate folder within the project's cloud-based file repository to save the file on the project drive.

Refer to the following sections for detailed guidance:

• Create Report Templates: Learn to design and customize report templates.
• Generate and Download Reports: Discover how to create and export reports effortlessly.
• Edit Report Templates