Articles on: Reporting and Analytics

Create a custom report

In our reporting module, you can create and customize reports. You can include information, graphs, and files, making it easy to create general documents like quality assurance and progress reports. You can also generate specific reports, such as the final Cx reports according to ASHRAE Guideline 0, ASHRAE Standard 202 and LEED certifications.

In reports, you have the flexibility to choose the content, which can range from lengthy documents to graphs displaying the number of open tasks.

Create Your First Report

You can create new reports in several ways. The easiest method is to "Add a new one" - you can use method (2) below.

Access the reporting module in the sidebar (if you can't see the button, you need to activate the module for the project).
Add an entirely new report.
Import a report from your company's Template Center.
Open an existing report.
Copy/clone an existing report.

Reports overview

Structure of a Report

The report builder is divided into several main areas:

Report Details: This includes the name and category of the report. It is not used in the final report.
Cover Page: Front page information - customize the title, subtitle, and info boxes.
Custom Content: In this area, you can write and format your own text.
CxPlanner Elements: This is the drag-and-drop section. Customize the design, graphs, charts, and other cool content!
File Groups: Here, you can attach files directly from the file module.
Attachments: Add project-related data, such as the test overview, facility overview, and all QA reports.

Report details

Here, you save the details about the report. These pieces of information are only for finding it again - they are not included in the final report.

(1) is the name, and (2) indicates who can use it.

Report details


Text and information on the frontpage.


Custom context

In this block, you can write free-text. You can use headings, insert page breaks, and use different fonts. If you use headings here, they will be included in the final table of contents.

Free text

Charts and elements

If you activate this block, a sidebar will appear on the right side. Here, you can build your own layout. Simply drag (1) an element over to the block (2).

You can set filters for the charts by click on the "Data filters". There's a special filtering option here - the checklist ID. That is derived from the URL for the checklist. When using that option, you cannot mix the different chart sections, e.g. commissioning and site inspection; you must only use one of them.


File groups

In file groups, you can include various files in the report. When you (1) add a new file group, you can specify a name (2) and then add files (3). You can rearrange the order of files by dragging them around.

E.g. you can add some FPT's in one section, and some IST's in another section.

File groups


In the attachments section, you can add two things:

Overview: This includes a list of all checklists.
Reports: This includes all performed reports.


Updated on: 03/20/2024

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