We have over 60+ built-in reports as a starting point to start customizing them to your project-specific needs. They are grouped by folders based on the data source they are meant to report upon. This page is a guide to that structure. Go to PDF Reports to explore the different built-in reports and Report options.

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Favorites

Any PDF Report or Excel Export can be tagged as a favorite report. Select “Add favorite” in the top right of any report to make it your favorite. Select “Add shared favorite” to share it with others AND make it a favorite for anyone on your project. Go to Favorites to learn more about this feature.

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Project Reports

When any report is saved to a project, it will show under Project Reports. Unless they are also shared, these reports are only available to you and project admins. Check the "Shared" box when saving a report to make it available to everyone on the project. Go to Project reports to learn more about this feature.

Room Templates

Reports relate to room templates that combine Room Data and Item Lists. Go to Room Templates PDF Reports to learn more about these reports.

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Templates

Reports relate to templates not combining Room Data with Item Lists. Go to Templates PDF Reports to learn more about these reports.

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Rooms

Reports relate to rooms and related information, including functions and groups. Room lists with total area, Room Data, finishes, equipment lists, and logs.

Room Details is the most popular Room report, which includes rooms, room data, and item list occurrences. Go to Room PDF Reports to learn more about these reports.

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Items

Reports relate to items, item groups, existing items, item lists, and cost calculations of occurrences by different summaries.

Item Details is the most popular Item report, which includes items, item data, and item list occurrences. Go to Items PDF Reports to learn more about these reports.

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Procurement

Reports related to procurement and purchasing of equipment.

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Products

Reports related to products.

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Deprecated Reports

When new reports are created with more modern methods of filtering and customization that replace older reports we move the older reports to this location. These reports are still supported, but no new features will be added.

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Excel Exports

Project Exports

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