How to use the reports feature

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Overview & background

 

Fieldwire offers three reporting options that are available for Premium users in the 'Tasks' tab of Fieldwire. The goal of the reporting options is to export Task data so you can capture and document your entire project.

Fieldwire offers several reporting options for your project. Currently, there are three ways for users to generate reports: 

  • PDF Summary -  This is more of a bullet point list (good for simple punch lists). 
  • Detailed PDF Report - A detailed report that has all of the project's content: images, annotations, etc. (good for daily Foreman meetings). 
  • Complete CSV (Excel) Export - An excel data dump that has all the information from your project (good for documentation purposes when a project ends - alternatively, good if you want to run custom analytics or reports for your crew).

 

Complete CSV (Excel) Export

 

An excel data dump that has all the information from your project (good for documentation purposes when a project ends - alternatively, good if you want to run custom analytics or reports for your crew).

Use cases: Documentation purposes at project end or transferring information between projects. 

Tip: You can use the downloaded CSV to run custom analysis in a third party software like Excel.

Download Sample CSV report

 

PDF Summary report

 

PDF Summary reports offer a quick overview of the project status.

Use case: Export list of the tasks to easily see which tasks are open and which tasks are closed to keep your client in the loop.

Tip: Use the filtering options to ensure you are viewing the relevant information. 

Sample PDF Summary report

 

Detailed PDF report

 

A highly customizable and detailed report that can include task photos, checklists and can be filtered by assignee and category. 

Use cases: Punchlists, progress, walkthroughs.

Tip: Use the auto-scheduled emails to automatically send reports to key stakeholders on a weekly or monthly basis. 

Sample PDF Detailed report

  

 

How plans will display on PDF reports

  • You can choose to include the plans within the reports for additional documentation.
  • You can filter by category, owner and task status before generating the reports. 
  • These reports will be emailed to you, which allows you to quickly forward them on to your crew.

We also allow you to export your marked up plans as PDFs.  At the moment, you can do this from the individual plan page. You will need Adobe Reader to view them properly. The export will allow you to view the marked up final sheet, interact with the markups and even show you who created the initial markups.  

 

Example of the Summary report:

Summary_report.png

 

Example of the Detailed report: 

P1_PDF_Deatield.png

 

 

Need to learn how to Generate reports?

 

You can view a Help Center article to learn how to generate reports.

You can also view the 'Generating Reports' video tutorial below!

 



The video below contains information on how to create punch list reports in Fieldwire!


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