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.
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.
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.
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.
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!