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.

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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PDF reports

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 reportsReports to learn more about this feature.

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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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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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Learn more about other reports and features: