Reports & forms

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Overview & background - Reports

 

Reports are available for our premium customers and are extremely useful for keeping clients up to date, for generating punchlists, for monitoring project progress and for recovering certain data from deleted tasks.

Forms are also available for our premium customers and include four report types.

 

Detailed PDF report

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Article Use case
How to use the reports feature

Overview of reports feature and all reports

How do I generate reports in Fieldwire?

Step by step instructions on how to generate a report

How do I sort and filter reports?

Learn how to target the relevant data in the report

What if I am not receiving reports?

Troubleshooting email settings to receive reports

Can I send a report from my mobile device?

How to send a preexisting report from mobile

  

Video tutorial

 

Generating reports

 

 

Overview & background  - Forms 


In July 2018, Fieldwire released the "Forms" module in beta for all Business and Enterprise users. This is a new way to use Fieldwire, alongside the existing plans, tasks, and files.
 

Forms tab

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Tip: There is a 'batch export' option for Forms. When you navigate to the 'Forms' tab you can select multiple forms, then select: Actions > Export and all the selected forms are emailed to you.

 

Bulk selecting and then exporting forms

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Form types

  1. Daily Reports
  2. Inspection Requests
  3. RFIs
  4. Timesheets

Submitting forms

Forms in action: Daily Reports


This Tutorial Video explains how to create Daily Reports, our most requested form!


 

More information


The "Introduction to Forms" webinar demonstrates each Form type offered in the Module.

FAQs & troubleshooting

 

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