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Navigating the Company Reports Module

Using Company Reports to customize reporting on Project Summary, Purchase Orders, RFIs, Change Orders, Punchlist, and Submittals

Written by Josan Garcia
Updated yesterday

Dashboard > Company Reports

Permissions

Always remember to ensure the correct people have the appropriate permissions to access your company and project data. This can be done per individual or by applying Permission Templates.

In order to view Company Reports, users will need View permissions for the corresponding forms.

The Company Reports module will help you locate all your company's Site, Safety, Equipment forms, fill out your Company Forms, as well as reporting on Projects, Purchase Orders, RFIs, Change Orders, Punch List, and Submittals.
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In the Company Reports module, you will see three tabs:

All Forms

The All Forms tab in Company Reports will show all your Company's Site, Safety, Equipment, and Company forms that have been submitted across all projects.

Using the Filter option on this tab helps to locate just the forms you need.

Applying Filters

You can filter through all your company's forms by form Type, Date, Project, User, etc.


In the Filters view, you will also find an Advanced Filters section that will reveal when clicked on. You will see the option to filter by Label, Status and Modified Start & End Dates.
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When Filters are entered, click Apply to see your filtered list of forms.

Saving Applied Filters

You can save your preferred filters to bring up whenever you need them.

  1. Apply your Filters as shown above

  2. Under My Views select "+ Save Current View"

  3. Enter the name of your new View

  4. Click "OK" to save
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Form Actions Menu

Your Actions menu allow you to make adjustments to form info, or even export specific forms if needed!
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  • Export Forms

  • Lock/Unlock Forms

  • Bulk Edits

    • Lock/Unlock

    • Assignee

    • Assigned Date

    • Status

    • Label

  1. Select the forms you wish to update by checking the box beside each one

  2. Under your Actions menu, select the action you wish to perform

  3. Click "Save" to save your changes

Form Individual Actions

You can also perform actions to individual forms with the 3-dot button at the end of the form.

  • Lock/Unlock

  • Update Data

    • Label (if applicable)

    • Status (if applicable)

    • Assigned Date

    • View History

    • Manage Sign-Off (if applicable)

    • Delete

Column Settings

You can always make adjustments to the columns in your All Forms table by removing certain columns or rearranging their order.

  1. Click on the Settings gear icon

  2. Make the adjustments you need

    1. Remove Columns

    2. Rearrange Columns

  3. Click "Apply" to set your Columns

Hot Tip! You can save your column settings with My Views. Follow the instructions for Filters above

Company Level Forms

Company Level Forms is where you will find all Company Reports that have been submitted, as well as where you can add new forms. Here you will see the list of all your different company forms. By clicking on one of these forms, you will find all forms submitted for this type.

Use the Filters option to narrow your view. Filter by date and or the user who created the form:
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Adding Forms

Fill out your Company Reports in the Company Level Forms tab of your Company Reports module

  1. Select the form you need to fill out

  2. Click "+ Add Form"
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  3. Fill out your Form as needed

Applying Filters

Use your Filters to locate just the forms you need.

You can filter through all your Company Reports by:

  • Start/End Dates

  • Created By

  • Status

    • Pending

    • Approved

    • Submitted

    • Reviewed

  • Locked (Yes/No)

  1. Enter the filters you want

  2. Click "Apply" to set

Saving Applied Filters

Once you've set your preferred filters, you can save them with My Views. This will allow you to bring them up whenever you need them.

  1. Apply your Filters as normal

  2. Under My Views, select "+ Save Current View"

  3. Enter a name for your new view

Hot Tip: Once selected, your saved view will remain on the page until reset, even if exiting and re-entering the page

Form Actions Menu

Your Actions menu allow you to make adjustments to form info, or even export specific forms if needed!

  • Export Forms

  • Lock/Unlock Forms

  • Bulk Edits

    • Lock/Unlock

    • Assignee

    • Assigned Date

    • Status

    • Label

  1. Select the forms you wish to update by checking the box beside each one

  2. Under your Actions menu, select the action you wish to perform

  3. Click "Save" to save your changes

Form Individual Actions

You can also perform actions to individual forms with the 3-dot button at the end of the form.

  • Lock/Unlock

  • Update Data

    • Label (if applicable)

    • Status (if applicable)

    • Assigned Date

    • View History

    • Manage Sign-Off (if applicable)

    • Delete

Column Settings

You can always make adjustments to the columns in your All Forms table by removing certain columns or rearranging their order.
​

  1. Click on the Settings gear icon

  2. Make the adjustments you need

    1. Remove Columns

    2. Rearrange Columns

  3. Click "Apply" to set your Columns

Hot Tip! You can save your column settings with My Views. Follow the instructions for Filters above

Company Reports

Utilizing company reporting is helpful for filtering and reviewing particular reports pertaining to Project Summaries, Purchase Orders, RFIs (Request for Information), Change Orders, Punch Lists, and Submittals.

To accomplish this, you can choose the fields you wish to include in the report and specify particular values or ranges, such as dates or assigned users, etc.

Project Summaries

Filter your Project Summaries by:

  • Date Range (From - To)

  • Status

    • Active

    • On Deck

    • Completed

  • Project Number Range (From - To)

  • Tags

  • Users

  • Field Manager

  • Office Manager

Purchase Orders

Review and export your Projects' Purchase Orders in the Purchase Orders tab.

Here, you can filter by:

  • Project - Choose as many as you need

  • Status

    • Open

    • Complete

    • Processed

    • Cancelled

  • Type

    • Rental

    • Purchase

    • Labor

    • Services

  • Vendor - Choose as many as you need

  • Date Required (Before/After)

  • Created Date (Before/After)

  • Created By - Choose as many users as needed

  • Approved By - Choose as many users as needed

  • Total Amount (More/Less than)

You can also choose how you want your export to look by combining your lists by cost codes, or separating each of your line items.
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RFIs

Here, you can export your RFIs by the following filters:

  • Project - Choose as many as needed

  • Status

    • Draft

    • Open

    • Closed

    • Cancelled

  • Urgency

    • Low

    • Medium

    • High

  • Assignee

  • RFI Manager

  • Date (Before/After)

  • Submitted Date (Before/After)

  • Closed Date (Before/After)

  • Created By

Change Orders

Export your Change Orders by the following filters:

  • Project

  • Status

    • Draft

    • Pending

    • Approved

    • Rejected

    • Cancelled

  • Created By

  • Assignee

  • Submitted Date (Before/After)

  • Amount (Greater/Less than)

  • Schedule Impact Days Greater Than

  • Is Sent to Accounting

  • Is Paid

  • Is Signed

Punchlist

Review and export your Punch Lists filtered by:

  • Project - Choose as many as needed

  • Status

    • Closed

    • Completed

    • In-Progress

    • Not Started

    • Open Scheduled

  • Type

    • Deficiency

    • Extra

    • Warranty

  • Division

  • Cost Codes

  • Tags

  • Priority

    • No

    • Low

    • Medium

    • High

  • Trade Company

  • User Assigned

  • Created Date (Before/After)

  • Due Date (Before/After)

  • Created By

Submittals

Review and export your Submittals with the following filters:

  • Project - Choose as many as needed

  • Status

    • Draft

    • Open

    • Closed

  • Ball-in-Court

  • Submittal Manager

  • Issue Date (Before/After)

  • Approval Date (Before/After)

  • Due Date (Before/After)

  • Division

  • Type

  • Cost Code

After applying filters to your company reports, you have the option to export the filtered list and have it sent to your email as a PDF. You will receive an email containing the requested information along with an attached PDF file.

Related Articles
Exporting RFIs
Referencing and Exporting Change Orders
Release Notes | May 2024
Navigating Site/Safety Reports Modules
Company Settings - Modules
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