Create and Customize Project Reports
Overview: create and customize project reports
The Reporting module lets you build, update, and regenerate project-specific reports by combining your own content with live data, graphs, files, and attachments, which is used for QA and progress documents or formal final reports that follow ASHRAE Guideline 0, ASHRAE Standard 202, or LEED certification requirements.
For placeholders, see Create and Replace Custom Fields in Reports. For flowcharts, see Create and manage flowcharts in reports and Cx-Plan.
- Your role can be any project role once Reporting is active.
- You can find the menu at Reporting in the left sidebar.
- This changes report content and PDF exports. An exported PDF is a snapshot at export time.
How to create a new report
- Open the Reporting module in the left sidebar. If it is not visible, activate it in the project modules.
- Choose one of: add a completely new report, import a template from the Template Center, open an existing report, or clone an existing report to reuse the layout.
Report structure and sections
Report details
Store metadata such as report name and category. This information is for internal tracking only and is not included in the exported report.
Cover page
Design the report front page with a title, subtitle, and optional info boxes.
Custom content
Write formatted text with rich styling, including headings (used in the automatic table of contents), paragraphs, page breaks, fonts, and formatting options.
Charts and CxPlanner elements
Build visual dashboards with charts, lists, and statistics.
- Drag and drop elements into your layout
- Use Data filters to focus on specific systems, dates, or checklists
- For checklist filters, use the checklist ID from the URL
- Do not mix incompatible chart types (for example commissioning and site inspection) in one block
File groups
- Add a new file group.
- Assign it a name.
- Add files directly from the file module.
- Rearrange files by dragging them.
For example, you might add FPTs to one group and ISTs to another.
Appendices
Attach CxPlanner-generated reports and overviews:
- Overview - list of all completed checklists
- Reports - compiles reports performed across the project
Update and regenerate a report
- Open the existing report from the Reporting module.
- Make changes to any section (custom content, charts, file groups, appendices).
- Export or download the report again to produce an updated version.
Video guide: build reports
Results: report components
Report component | Description |
|---|---|
Report details | Internal metadata; not shown in final output |
Cover page | Front page of the report |
Custom content | Formatted free text with table of contents generation |
Charts and elements | Drag-and-drop layout with filtering options |
File groups | Organize project files by topic or type |
Appendices | Structured project reports and documentation |
Template support | Reusable layouts across projects or teams |
Troubleshooting: create and customize project reports
Problem | Cause | Solution |
|---|---|---|
Cannot see Reporting module | Module not activated in the project | Enable Reporting in Project Settings - Modules |
Charts not showing expected data | Mixed chart types, or missing checklist filters | Apply the correct filters, or split incompatible charts into separate sections |
Table of contents missing | No headings used in custom text | Use heading styles for section titles in custom content |
Files not showing in report | Files not added to a file group | Add files manually under the correct file group |
Updated on: 07/26/2026
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