Overview & background
In the Tasks tab, you can generate reports if you are on a premium plan. You can run Reports for many functions, including Punch Lists, Inspections, etc. The 'Sort by' and 'Filter by' options allow you to customize the information you want to be displayed in your report.
What reporting options look like
PDF Summary and CSV Report filter options
PDF Summary and CSV Report filter options
Click on the links below to view and/or download examples of each report type.
Example use case for sorting reports
Example: If you want to check on the progress of a certain subcontractor's work, you can Sort By Category, then Assignee and then Priority to determine which tasks are assigned to him/her and the status of those tasks.
'Sort by' options
Fieldwire reports allow you to sort and group the tasks you're reporting on by three different attributes in the 'Sort by' section of the Report popup. The first attribute you choose will be the primary groups your tasks will be sorted into on the report. The second attribute will be used to further sort the tasks within the first attribute grouping, and the third attribute will group like tasks within the groupings determined by your first two attributes.
For example, sorting by 'end date, category, and priority', in that order, it generates a report where my tasks are listed in order of most recent end date first, with tasks that have the same end date then listed in groups of like category. Within each day section and category sub-section, the tasks are grouped in order of priority, with P1 first, P2 second, and P3 third.
By contrast, when I sort a report by 'priority, category, and end date', in that order, it generates a report where my tasks are listed in order of highest priority first, with tasks that have the same priority then listed in groups of like category. Within each priority section and category sub-section, the tasks are grouped in order of end date, with the most recent listed first.
Make sure that you and your team members are diligent in filling out those Task Attributes so that you can use them to generate exactly the report you want, at the end of the day.
There are three 'Sort by' sections for all reports.
The 3 'Sort by' options'
They default to Category, Assignee, and Priority, though there are 8 sorting options for all reports within each 'Sort by' section.
All 8 sorting options
Troubleshooting Tip: If you select 'Task #' in the first 'Sort by' section other 'Sort by' options will not display. The reason is that each 'Sort by' option is dependent on the 'Sort by" option before it, and 'Task #' overrides all 'Sort by' options.
'Task Filter' options
You can select to display specific tasks and omit others. The six Task filters Fieldwire allows you to filter by:
- Specific Assignees
- Certain Categories
- Certain Hashtags
- Select by Task Status
- Choose specific locations
- Select certain plans only
Troubleshooting tip: Once you select a certain Filter, be sure that there is content for the filtering option you select. Meaning, once the filters are selected the criteria will automatically only search for the filters selected. If there is no content under the filters selected, then no content will display in the report.
Example: I select Assignee > Bob, Categories > Electrical, Status 'P1' and 'P2'. If Bob does not have Electrical tasks, but all Bob's Electrical tasks are 'P3', 'Completed' or 'Verified', then no data will display because only 'P1' and 'P2' tasks were selected.
'Time Filter' options
You can select the report options by time-related filters.
Tip: You can input a date range based on custom date ranges relating to date ranges based on all time, days, weeks, months, or a specified date range.
Default time filter options
Tip: Reports are great for quickly compiling a list of punch items or completed tasks. You can see how tasks have changed in recent days, and the report can act as a record of expenses and hours worked. For example, you can filter by tasks updated within the last day for a report on daily progress. Alternatively, filter for any tasks updated within the last week.
You can select specific recipients of the report by entering their email address.
Where you input recipient email address(es)
Tip: Recipients can be Fieldwire users and external parties. You do not have to be on Fieldwire to receive a Fieldwire generated report.
What does the 'Report Generation Failed' pop-up mean?
If you attempt to email or download a report and you receive the message 'Report Generation Failed' it means that the report has been generated too many times in a one-hour window:
The limit is 10 reports, per report template, per hour.
The hour starts to count down when the first report has been generated.
There might be a few different reasons as to why you might receive this message. This chart details a few common reasons as to why you may run into this message:
A report template is generated more than ten times in a row under an hour; each report has new filters applied to it.
Clone the report template, and adjust the filters on the cloned report.
Several users generate the same report template at the same time.
|Add more emails under the Recipients section.|
Typically, you should not hit this limit. Just keep in mind what specifically you'd like to report on, and to leverage the 'Recipients' field to send the report to the appropriate stakeholders.
'Schedule Reports' options
You can select when to send the reports and even schedule the report to be automatically sent on a daily, weekly or monthly basis. The report will be sent at 5am based on the project's specified time zone.
Step 1: Select 'Weekly' or 'Monthly'
Step 2: Choose a specific day
Tip: This features is great to use to provide weekly client updates.