Create and View an RFI Report

• Required User Permissions

• ​Prerequisites:

  • The Reports tool must be an active tab on the project. See Add and Remove Tools on a Project.

• Limitations:

  • Any report made before 1/8/2015 will appear as a company-wide report unless a user with 'Admin' level permission to the RFIs tool and 'Admin' level permission to the Reports tool modifies it to 'Personal' or 'Project Specific.'

  • To create a custom report using the Reports tool, see Create a Custom Company Report or Create a Custom Project Report.

• Additional Information:

  • There is no limit to the number of custom reports that you can create with the RFIs tool on a project.

  • When you create a custom RFI report for a project, the same report will be created for all other projects if it is a Global Report.

• Create a New Report

• View a Canned Report

Create a New Report

1. Navigate to the project's RFIs tool..

2. Click Reports > Create New Report.
   

3. Continue by completing the steps in Create a Custom Project Report.
   A link for your new report will appear under Custom Reports on the RFIs page. It will also be available for viewing in the Reports tool. See View a Report.

View a Canned Report

1. Navigate to the project's RFIs tool..

2. Click Reports and then choose one of the reports under the Canned Reports heading in the menu.