Permissions
Always remember to ensure the correct people have the appropriate permissions to access your company and project materials. This can be done per individual or by applying Permission Templates.
In order to view and generate reports in Punch Lists, users will need View permissions for Punch List.
With Punch List reports you can easily generate and send reports to recipients anytime in the Project's lifecycle. Customize your Punch List reports on the fly by configuring the information displayed on PDF reports, adding a Cover Page, including a Header/Footer, and including Project Info.
Generating a Report
To generate a Punch List report, follow these steps:
Navigate to the Punch List Module in your Project
Select the Punch Items you would like to generate a report for using the Select checkboxes
Click on the Actions button
Select the Reports option
Customize the Report PDF with format settings
Click Generate to create a Report. The Report will appear in the list of existing Reports
Preview the PDF by clicking on the Report's name
To send the Report, click on the Send button
Enter the Recipient(s)'s email address and click Send to distribute
Tip: Use Filters to sort and filter the Punch Items you want to report by categories such as Location, Trade, Priority, and more.
From Punch List: click on the Filters button > select Filter options > click on Apply
Report Settings
In addition to customizing the content of your Punch List report, you can also adjust its settings to fit your specific needs. These settings include Cover Page Settings, Header/Footer Settings, and Project Info Settings.
Access the project-specific Report settings when generating a Report. These settings will appear as buttons in the Generate Report pop-up.
Click on any of these three Report settings to configure the Report formatting before generating your Report.
Use Cover Page Settings to add a custom title and description for your Report. Decide to include the Cover Page when generating your Report by marking the "Include Cover Page" checkbox.
In your Punch List reports, leverage the Header/Footer Settings to craft personalized headers and footers. Utilize the Label fields to specify the header/footer title, and include relevant content in the Value section to compose your header/footer.
Project’s Info Settings will enable you to include the Project’s details in your reports and exclude them from the report.
Use Report settings to make any desired changes to the Punch List Report before you generate and send the report.
Report History
Once you have generated and sent a Punch List report, you can view its history at any time. This allows you to keep track of when reports were sent and to whom they were sent.
To view the report history, click on the Report History tab in the Generate Report popup to see a list of all previously generated reports.
Note: The PDF view of the report will only show 3 attachments per Punch Item, click on the "+ more" icon to see all attachments for each.
