Dashboards & Analytics

• Real-Time Project Data with Dashboard Analytics

  Overview How do I use the dashboard analytics to track project progress? The Analytics module in CxPlanner provides real-time insights into task progress, quality assurance, test outcomes, and more. You can monitor project health and drill into specific areas using built-in filters and reports. When and why to use this Use the anSome readers

Custom Reports

• Create and Customize Project Reports

  Overview How do I create and structure custom reports in CxPlanner? The Reporting module allows you to build project-specific reports by combining your own content with live data, graphs, files, and attachments. You can generate general documents such as QA and progress reports, or formal final reports that follow ASHRAE Guideline 0, ASHRAE Standard 202, or LEED certification requirements. When and why to use this Use this module when you need to generate tailored reportsPopular

• Create and Replace Custom Fields in Reports

  Overview How do I add and update custom placeholders in reports? Custom fields in CxPlanner reports allow you to create placeholders that can be replaced with specific text across the entire report in one action. This is useful when you need to update recurring names, titles, or project data without editing each occurrence manually. When and why to use this You should use cusFew readers

• Create and manage flowcharts in reports and Cx-Plan

  Overview How do I create and manage flowcharts in Cx-Plan or reports? Flowcharts allow you to build diagrams in a full-screen editor, save them to the project, and insert them as images into rich text content in both Cx Plan and reports. All flowcharts are shared across the project. When and why to use this Use flowcharts when you need to visualize proFew readers