View a Report

Things to Consider

  • Required User Permissions:

    • If you cannot view a specific report, you may not have the proper permissions.

    • To view a report created by another user, the report will first need to be shared with you by its creator.

Steps

  1. Navigate to the 360 Reporting tool at the Company or Project level.

  2. Select the report you wish to view. In addition to custom reports, the following standard reports are available to view:

    • Project Canned Reports

      • Cost Code

      • Assignment

      • User Sessions

      • Outbound Emails

      • RFIs with Questions & Responses

      • RFI Delays

      • Submittal Approvers' Reponse Time

      • Punch List Delays

      • Vendor Insurance

      • Watch Folders

      • Labor Budget to Actual

      • Field Production

      • Timecard

    • Canned Financial Reports

    • Canned Schedule Reports

    • Canned Daily Log Reports

    • Company Canned Reports

      • Open Submittals

      • Projects Overview

      • User Sessions

      • Outbound Emails Report

      • Global Vendor Insurance

      • All Unexecuted Prime Contract Change Orders

      • Project Email Addresses & Fax info

      • Job Cost Summary

      • Timecards

      • Daily Log Notes Report

      • Assignment Report

  3. You may export the report as a PDF if you wish.

See Also

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