How do I generate reports in Fieldwire?

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Overview & background

 

Generating reports is a step by step process that ends with receiving a URL in an email from support@fieldwire.com. Reports in Fieldwire can be used in many ways, including for Punch Lists

Tip: Keep in mind that you designate who will receive the report in Step #3. You can send the report to any email address - the recipient does not need to have a Fieldwire account or be invited to your project. 

 

How to generate a report

  

Step 1:

Go to Tasks tab > Generate reports

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Step 2:

Select 'Sort by' and 'Filter by' options to ensure you are including the relevant information in the report.

 

Reports tab

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Step 3:

If you'd like to email a copy of the report to several individuals at once, you can add their emails under 'Recipients', then select 'Share' and 'Email'. 

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Select the 'Download' option to download the report directly in your Browser.

 

Tip: The recipient does not need to have a Fieldwire account or be invited to your project to be added as a 'Recipient'. 

 

Step 4:

If you opt to email the report, the 'Recipients' will receive an AWS link in an email from Fieldwire > click on the link to download the report.
 

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Step 5:

Open the downloaded report on your local device using a PDF viewer or a CSV viewing software - depending on the type of report.

 

More information


Tutorial video on generating reports


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