User manual

Working with Reports
Overview
Reports provide information about the selected site, project, or form log. Reports
provide details about items that are assigned to you, issued by you, and when
these items are due. Reports are a means of creating a printable version of what
you see in the Dashboard.
Reports can be accessed though the Reports menu at the top of your dashboard.
The reports available depend on whether you are viewing a site or project and
your permission level. Reports are available at the site level, project level, and
for specific logs (that is, RFIs, Meeting Minutes). For example, if you are viewing
a project dashboard and click the reports menu, you will be able to select from
project level reports, not site level reports. Reports are not available for folders
and files.
Reports can be generated for a site, project, form log, and form type. Within
each category there are multiple reports that can be generated. Following is a
description of the three main categories:
■ Executive — Executive level reports display all the items pertaining to a
site, or project, not just items that have been assigned to you or by you. By
default, only administrators can view executive level reports. Site
Administrators can see the site level executive reports; Project Administrators
can only see project level executive reports.
■ My Items — These reports display forms that have been assigned to you,
and can be run at the site or project level.
■ Issued Items — These reports display the items that have been assigned
by you and can be run at the site or project level.
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