To create a custom report using the report controls in the right pane of the project's RFIs tool.
In the 'Create RFI Custom Report' page, enter a name for the report in the Name box (e.g., 'RFI Report 4/30 to 5/13').
Select the report types options as follows:
Select which columns of information should be included in the report. You'll notice that several other columns that are not displayed in the default list view for RFIs are available and can be displayed in a custom report. You can also reposition column data by dragging and dropping each column to the desired order. By default, data will be sorted by the topmost field, which becomes the first column in the report. (Note: 'Assignee Due Date Variance' is the variance of the due date and the last assignee response date. 'Due Date Variance' is the variance between the 'Due Date' and the 'Closed Date.')
Use the various filter options to create more granular and targeted reports. For example, you can create a report that displays all RFIs assigned to a specific user over the last 30 days sorted by the 'Due Date' or mark the 'Overdue' checkbox to view overdue RFIs. You can also use the filters to include multiple types of data or to narrow the data to a single filter.
Date Filtering: To select a date range, you will need to first choose whether you would like to have the date field pull from the Due Date, Closed Date, Created Date, or the date the RFI was initiated. After you select this, the date range will be selectable.
Custom reports will be found under the RFIs tab under the 'RFI Reports' menu in the right pane. Reports marked 'Personal' appear under the 'My Reports' section.