Reports & Dashboards

Build custom reports with tables, charts, pivot tables, and visualisations to analyse project and organisation data.

Report Builder

Accessing Reports

Go to Project > Reports or Organisation > Reports
View existing reports or create new ones
Reports can be project-specific or organisation-wide

Creating a Report

Click Create Report
Enter report details:
- Name: Report title
- Description: What the report covers
Add sections to the report
Configure each section's data source and visualisation

Report Sections

Each report contains one or more sections, each with its own data source and display mode.

Data Sources

Sections can pull data from various project modules:

Mail register
Document register
Contract register
Inspection records
Incident and injury records
Observations
Submittals
Meeting action items
Site diary entries
And more

Display Modes

List Mode

Display data as a table:

Select columns to display
Apply filters to narrow results
Sort by any column
Add charts based on the table data

Summary Mode

Create pivot tables with aggregations:

Group data by categories (e.g., by type, status, month)
Apply aggregations (count, sum, average)
Cross-tabulate data for multi-dimensional analysis

Charts

Add visual representations to any section:

Bar charts
Line charts
Pie charts
Stacked charts
Configure chart axes and labels

Report Dashboards

Creating a Dashboard

Combine multiple report sections into a visual dashboard:

Create a report with multiple sections
Each section displays as a card on the dashboard
Arrange sections for the best visual layout
Mix tables and charts for comprehensive views

Dashboard Use Cases

Project Overview: Key metrics across all modules
Safety Dashboard: Inspection results, incidents, observations, and permits
Financial Summary: Contract values, claims status, budget utilisation
Document Status: Document register statistics and revision tracking
Compliance Tracking: Outstanding items, overdue actions, and deadlines

Custom Columns

Calculated Fields

Add custom columns with calculations:

Derived values from existing data
Conditional formatting
Status indicators

Column Configuration

For each column in a report:

Show or hide
Set column width
Apply formatting
Set sort order

Data Filtering

Applying Filters

Narrow report data with filters:

Date ranges
Status values
Type categories
Assigned users
Custom field values

Saved Filters

Save filter configurations for quick access to commonly used views.

Template Reports

Using Templates

Start from pre-built report templates for common use cases:

Select a template when creating a new report
Customise the template to suit your needs
Templates provide a quick starting point for standard reports

Reports are accessible to users with appropriate permissions
Share specific reports with team members
Dashboard views provide at-a-glance summaries for stakeholders

Exporting Data

Export report data for external use:

Download table data
Export for use in spreadsheets

Best Practices

Start with templates: Use pre-built templates and customise rather than starting from scratch
Keep dashboards focused: Create separate dashboards for different audiences (management, safety, commercial)
Use charts for trends: Visualise data over time to identify patterns
Filter appropriately: Apply filters to focus on actionable data
Review regularly: Schedule regular reviews of key reports with your team
Use summary mode for analysis: Pivot tables are powerful for understanding data distribution and patterns