How do I sort and filter reports?

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Overview & background 

 

In the Tasks tab, you can generate reports if you are on a premium plan. Please review this Help Center article for more information.

'Sort by' and 'Filter by' options allow you to customize the information you want to be displayed in your report. 

 

PDF Summary and CSV Report filter options

PDF_Summary_report_filters.png

 

 PDF Summary and CSV Report filter options

PDF_detailed_report_filters.png

 

Report Types

 

Click on the links below to view and/or download examples of each report type.

  1. PDF Summary Report
  2. PDF Detailed Report
  3. CSV - will automatically download to your computer

 

Report Features

 

The following features can be utilized when generating all report types.

Example use case for Sorting and Filtering: If you want to highlight which tasks a certain subcontractor is doing who is out of town for a week, 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

 

You can choose to sort how information appears before you generate the report. The benefit is that you can ensure the information is presented according to your preference. You can decide in which order the information is displayed.

There are three 'Sort by' sections for all reports:

Report_-_sort_by_optoins.png

 

They default to Category, Assignee, and Priority, though there are 8 sorting options for all reports within each 'Sort by' section:

Sort_by_options.png

 

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 information from tasks and omit others. The six Task filters Fieldwire allow you to filter by:

  1. Specific Assignees
  2. Select Categories
  3. Certain Hashtags
  4. Select by task Status
  5. Choose specific locations
  6. Select certain plans only

Task_filters.png

 

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
     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:

A. Time filters - Based on Task time-related statuses. 

Time_filters.png

 

B. A date range based on a custom date ranges relating to date ranges based on all time, days, weeks, months, or a specified date range. 

All_time_filters_on_reports.png  

 

Tip: 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.

 

'Recipients' options

You can select specific recipients of the report by entering their email address. 

 reciepoetns.png

 

Tip: Recipients can be Fieldwire users and external parties. You do not have to be on Fieldwire to receive a Fieldwire generated report.

 

'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. 

Schedule_report.png

Step 1: Select 'Weekly' or 'Monthly'

 

sceulre_report.png

Step 2: Select a specific time

 

Tip: Great to use when providing weekly client updates.

 

 

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