Data views and standard log reports for checklists
- Go to Reports.
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In the Report Category dropdown, for projects select Project Specific Reports and for leads select Lead Specific Reports.
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Select Checklists from the Report Sub-Category dropdown.
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For project reports, select either Single Project Reports or Multi-Project Reports and select one or more relevant projects.
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For leads, select the Lead from the dropdown
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Select the appropriate report in the Standard Reports tab.
Alternatively, you can access the reports using one of the following options on the Lead or Project Home page:
- Select Checklists in the QC and Safety section and select Reports on the Checklist page.
- Select QC and Safety Overview in the QC and Safety section and select the reports icon (
) in the Checklist row of the QC Stats section.
- vw_LeadInfo
- vw_LeadInfoSimple
- vw_ProjectInfo
- vw_ProjectInfoSimple
- vw_ChecklistInfo
- vw_ChecklistItems
- vw_CompanyInfo
- vw_CompanyInfoSimple
- vw_ContactInfo
- vw_PrimeContractInfo
- vw_PrimeContractInfoSimple
| Report name | Filter parameters |
|---|---|
| Checklist Items Grouped by Responsible Contact and Checklist | ProjectLeadId, ResponsibleCompanyId, ResponsibleContactId, CheckedStatus, DueDateFrom, DueDateTo, CheckedDateFrom, CheckedDateTo |
| Checklists Grouped by Lead | ProjectLeadId, SpecialFilter |
| Report name | Filter parameters |
|---|---|
| Checklist Items Grouped by Responsible Contact and Checklist | ProjectId, PrimeContractId, ResponsibleCompanyId, ResponsibleContactId, CheckedStatus, DueDateFrom, DueDateTo, CheckedDateFrom, CheckedDateTo |
| Checklists Grouped by Project | ProjectId, PrimeContractId, SpecialFilter |