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Articles on:Reporting and Analytics
Get real-time insights on your project with dashboards and custom reports.

Categories

  • Getting started & Onboarding videos
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  • Tasks / Issues
  • Files module
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  • Reporting and Analytics
  • Gantt schedule / timeline
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Analytics
  • Dashboard Analytics
    Dashboard Analytics With analytics, you can get a real-time insight into the progress of the case. How many tasks were completed last week? How many tests failed with ventilation yesterday? You can see it here! Video guide Structure of the analytics Access the overview by selecting Analytics in the sidebar (if you can't see the button, the module is not activated for the project).Some readers
Reports
  • 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. CrePopular
  • Custom Report Builder
    Custom Report BuilderSome readers
  • 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

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