Create Change Orders Reports with Custom Fields in Company Level Reports

You can now include custom fields when generating single tool reports in the Company level Reports tool. This enhancement allows your company to extract and analyze tailored data points previously unavailable in standard single tool reporting, giving you deeper insight into your custom contract and project fields.

Required User Permissions:

• 'Admin' level permissions on the Company level Reports tool.

Additional Information:

• Custom fields only appear when you choose a single report, such as Contracts.

• You must create and set up custom fields for each tool you want to report on.
  

1. Navigate to project's 360 Reporting tool.

2. Click Create Report drop down list .

3. Click Single Tool Report.

4. Type a name for the report and enter a description for the report.

5. Under Create a New Report from the right pane, expand Change Management and select the Change Orders tool.

6. Use a drag-and-drop motion to add the following source columns into the Change Orders tab of your new report. 

7. Add a report filter as follows:

   1. Click the Add Filter drop down list and select Change Order View.

   2. In the secondary menu that appears, you have these options:

      1. To include all Change Order views, click Select All.

      2. To include one (1) or more Change Order views, place a checkmark next to the desired Change Order views.
         Note: If you click Clear All, the system removes the checkmark from all selected views. However, you must select at least one (1) view to add this filter to your report.

8. Group the report data by clicking the Add Group menu and select the desired Change Order column.
   Note: Custom fields will automatically populate with data entered into those specific fields within the selected tool.

9. Click Save.