Below are the notable changes to the company's Reports tool.
Additional Fields Available for Custom Reports on the Meetings, Daily Log, and Photos Tools (9/18/2020)
When creating a custom report in the Company level Reports tool, you can now select additional fields for the Meetings, Daily Log, and Photos tools. See Create a Custom Company Report. The following fields are now available as options:
- Meetings: Attachments, Meeting Template, Number Invited, Number Attended, Absent Attendees, Invited, Meeting ID, Assignment, and Meeting #.
- Daily Log: Created By in the Weather Log, and Attachments and Attachments Count for the Notes, Delivery, Inspections, Quantity, Equipment, Safety Violations, Weather, and Daily Construction Report logs. In addition, you can now filter by the Company field for the Daily Construction Report log.
- Photos: Starred and Origin fields.
'Time & Materials' Group Now 'T&M Tickets' in Select Tool Menu (9/1/2020)
Changed the name of the 'Time & Materials' group in the Select Tool menu. The group is now named 'T&M Tickets' and contains the same options: Materials, Tickets, Timecards, and Equipment. See Create a Custom Company Report.
New Column Available in the Change Events Line Item Detail Report (8/7/2020)
A new 'PCO Line Item Base Amount' column is available in the Change Events Line Item Detail report. This column displays the total amount of Potential Change Order (PCO) line items without financial markup applied. If you want to include a total with financial markup, the 'PCO Line Item Amount' column continues to be available.
New Time & Materials Grouping in Select Tool Menu (7/16/2020)
Updated the Company and Project level Reports tools to add a new Time & Materials grouping in the Select Tool menu which now includes: Materials, Tickets, Timecards, and Equipment. See Create a Custom Company Report.
New Reporting Options on Requested Changes in Schedule Tool (4/17/2020)
'Requested Changes' has been added as an option when creating a custom report on Schedule Tasks in the Company level Reports tool. This allows users with the appropriate permissions to create custom reports on requested schedule changes in the project's Schedule tool. See Create a Custom Company Report.
Test Projects & Project Templates Excluded from Company Reports & Dashboards (2/27/2020)
Test projects and project templates will now be excluded from Company Reports and Dashboards. This provides a clearer view of your company's actual projects without needing to manually exclude test projects and templates by name.