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Help Center Home
Reports & Dashboards
General Navigation
Getting Started
My Page
Projects
Logs
Forms
Files
Photos
System Forms
Budget Amendments
Budget Items
Change Orders
Contract Exhibits
Contracts
Cost Proposals
Directives
Drawing Packages
Drawings
Emails
Field Reports
Meetings
Merge Documents
Payment Applications
Potential Change Orders
Punch List Items
Request For Information
Request For Proposal
Specification Packages
Specifications
Submittal Items
Submittal Packages
Company Administration
Technical Setup
Company Details
Users
Projects
Company Forms and Fields
Merge Templates
Merge Templates (Smarty Tags)
Business Directory
Company Connect
Company Share Groups
Project Administration
Project Details
Cost Periods
Users
Share Groups
Share Rules
Distribution Lists
Account Codes
Picklist Option Sets
Customize Forms
Permission Checker
Workflows
Merge Templates
Project Directory
Reports & Dashboards
Tips & Tricks
Company Reports
Project Reports
Release Notes
2024
2023
2022
2021
2020
Reports & Dashboards
Built-in report and dashboard tools make it easy to turn flat data into actionable insights. Use system reports or create custom reports based on real
Create an Express Report
Tips & Tricks
Navigating Report folders in projects
Add your company logo to Reports
Adding Icons to your Reports
Show group header on each page of report
Add page breaks to your report
Sort report by Row #
See more
Company Reports
Schedule a Company Report
Create a Company Report
Video: Advanced Reports
Project Reports
Schedule a Project Report
Format a Project Report
Project Report Overview
Create an Advanced Report