Standard and custom log reports
Log reports have a column/row style and provide a list of records, such as for an individual project and feature. For example, log reports can be used to export a list of change orders (COs), requests for information (RFIs), or submittals, to PDF or Microsoft Excel format.
Access standard and custom log reports
Create custom log reports
Make sure to save the report frequently (every 5-10 minutes) to avoid changes being lost within the browser.
Basic report design topics
- Select the data sources
- Add the required parameters to filter the dataset
- Configure the header, footer, and the report properties
- Add the report table (tablix)
Advanced report design topics
- Format tablix fields
- Use tablix field expressions
- Use tablix grouping and totals
- Repeat tablix headers and groupings on subsequent pages
- Use tablix sorting
- Add visible report parameter filter examples
- Display dates in the user's timezone and filter by date range using UTC format
- Copy a single project log report and convert it to a multi-project
Standard log reports
Project-specific standard log reports
- Project library:
- Project team:
- Preconstruction:
- Client contract administration:
- Procurement:
- Time and Expenses
- Equipment:
- Correspondence:
- Documentation:
- Quality Control (QC) and Safety:
Lead-specific standard log reports
- Lead library:
- Project team:
- Preconstruction:
- Correspondence:
- Quality Control (QC) and Safety: