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

• Advance use of prefix/choices in reports

  In reports, it is possible to create specific choices that a user must respond to. This is especially useful if, for example, you need to update names and data in multiple places within a report. When options are used, you can specify in advance where it applies, for example, "Customize the name of the project manager." Create fields to consider As indicated in the image below, you simply need to insert the text between two curly braces (remember to include spaces). So, if you want to incFew readers