Use this guide to review and export detailed non-financial information for one project. Reports turn project records into filterable tables; open the related tool or record to edit, respond, or review full history.
Start here
- Choose a project report: Open a Report.
- Review field activity: Use Daily Log Reports.
- Review RFIs or Submittals: Use RFI and Submittal Reports.
- Review open list items: Use the List Report.
- Narrow or export results: Filter, group, and export a Report.
- Reuse a layout or share it with the team: Save, share, and set a default view.
- A Report is missing or empty: Troubleshoot Reports.
Common task recipes
- Prepare a Daily Log summary: Open Daily Logs Report, set the date filters, group where useful, and export the current view.
- Find overdue RFIs: Open RFIs Report, filter by due state or status, and open individual records to confirm current responsibility.
- Export a Submittal log: Open Submittals Report, apply the intended filters, then use the Report's export action.
Choose and review
Open a Report
- Open the intended project.
- Select Management Tools → Reports.
- Choose an available card under Operations Reports.
Available non-financial reports include Daily Logs Report, Daily Logs - Personnel Report, Daily Logs - Time Cards Report, Daily Logs - Materials Report, RFIs Report, Submittals Report, and List Report.
Daily Log section cards appear only when that section is on for the organization and not hidden on the project. A custom Daily Log section the project set up with many entries gets its own card, named for the section. RFI and Submittal cards require Project Management and the corresponding tool permission. List Report needs View punch list items but not Project Management, so it's there on the Field package too. Some visible placeholder cards do not open a report.
WIP Report under Financial Reports opens the project's Budget on that tab. Cross-project WIP lives in Global Reports.
Daily Logs - Time Cards Report is the one exception to the pattern that Daily Log reports follow Daily Log access: it reads employee hours from time cards, so it needs View time cards rather than View daily logs.
Use Daily Log Reports
- Daily Logs Report includes dates, notes, delay flags and types, delay notes, weather summaries, weather notes, and Safety Notes.
- Daily Logs - Personnel Report reviews hours by company and date.
- Daily Logs - Time Cards Report reviews your own employees' hours, cost codes, dates, and notes, drawn from time cards.
- Daily Logs - Materials Report reviews material type, quantity, unit, and notes.
The Personnel and Materials reports follow the project's Daily Log setup: each custom field the project added to that section gets its own column, and a built-in field the project hid drops out of the report. Total Hours needs both Workers and Hours Worked showing.
Each custom section with Has many entries turned on gets its own card — a section titled Visitors shows up as Daily Logs - Visitors Report. It lists one row per entry with the log's date, linked back to that Daily Log, and a column for each of the section's fields except attachments. Group by date or export it like any other report. Once-per-log custom sections don't get a report. See Customize Daily Logs for one project.
Use the date, company, employee, cost-code, and material filters offered by each report. For a delay review, start with Daily Logs Report, then open the source Daily Logs before relying on the information.
Cross-project phone calls live in Global Reports as Phone Calls — see Use cross-project and compliance Reports.
Use the List Report
Every list on a project — punch, observations, incidents, to-dos — has its own page, which is fine until someone asks what's still open across all of them. List Report puts every list item on the project in one table. Open it from Management Tools → Reports, or on desktop select Open List Report in the Lists header — that button shows when you have both View non-financial reports and View punch list items. The report works on the Field package as well as Project Management. Rows here are Lists items, including a list whose type is Incidents. They are not the records in Field Tools → Incidents. See Incidents.
Each row is a single item, with List, List Type, Title, Status, Trade, Location Tier 1 through Location Tier 4, Due Date, Assignee, Approver, and Description. The location tiers are hidden until you turn them on, which keeps the table readable on projects that don't use all four. When a list hides one of its built-in fields, such as Trade, that cell stays blank for the list's items.
Custom fields on your lists get their own columns after Description, showing from the start. In Columns, fields placed directly on a list sit under Custom Fields, and fields from a custom section that holds one entry per item sit under that section's title. When several lists carry the same field — same name and type, as happens when they're copied from one template — it lines up in a single column, and items on lists without that field leave the cell blank. Two different fields that share a name get the field type added to the header in parentheses. Attachment fields, hidden fields, and fields inside sections with Has many entries turned on don't get columns. Every custom field column is also available as a filter.
Group by List, List Type, Trade, Due Date, Assignee, Status, or a location tier depending on the question. Grouping by Assignee is the fastest way to build somebody's punch walk; grouping by Trade is how you work out which sub to call. Search covers list, title, trade, location, description, and custom field values.
Draft and template items stay out of the report, so what you're looking at is real work.
On the project List Report, exporting to PDF opens Export Punch List PDF with an Item Photos section — the same dialog as exporting a single list — when the exported items have photos; without photos, the PDF downloads right away. On the web, the PDF lists items in the order the table shows them, so sort or group first. If you've ticked rows, only those are exported. Organization All Lists in Global Reports uses the generic grid PDF, without that punch-list photo dialog. CSV downloads from either report, and the All Lists PDF, include the custom field columns you have showing.
For the same view across every project, use All Lists in Global Reports.
Use RFI and Submittal Reports
RFIs Report includes open and closed RFIs with fields such as number, name, status, manager, creator, responders, Ball-in-Court, dates, due state, and cost or schedule impact.
Submittals Report includes accessible Submittals with package, type, status, participants, Ball-in-Court, and dates.
Search for a number or title, then filter by status, due state, or participant. Reports are for finding and comparing; open the RFI or Submittal to respond or inspect its complete history.
Refine and export
Filter, group, and export a Report
- Open the Report and clear stale search or filters if the list looks too narrow.
- Search by an available number, name, title, or other text.
- Add filters for dates, statuses, people, companies, or other fields.
- Group by an available field such as date, company, or scope.
- Confirm the visible records and totals.
- Select the export action and choose an available format.
- Review the generated file before sharing.
Totals reflect the active filters and grouping. An export is a point-in-time snapshot and does not grant Constructable access.
Save, share, and set a default view
Rebuilding the same filters, grouping, and columns before every OAC meeting gets old fast. Save that layout as a view and reopen it in one click — keep it to yourself, share it with the project, or make it the layout everyone starts from.
The same Views menu sits on every project Report, every Global Report, and the table layouts in RFIs, Submittals, and Budget. On narrower screens it shows only its eye icon.
- Set up the table's filters, grouping, and visible columns. Text in the search box isn't saved with a view, so use a filter for anything the view should always narrow to.
- Open Views and select Save current to new view....
- Enter a Title.
- To share the view, check Share with everyone on this project — on a Global Report, it's Share with everyone in this organization. Leave it unchecked to keep the view private.
- Select Save.
In Views, My Views lists your private views and Shared Views lists the ones shared with the project or organization. Select a view to apply it. Reset to Default View takes the table back to its default view when one is set, and to the original layout when none is.
Anyone who can open a table can save private views there. Only you see your private views, and you can delete them yourself. Sharing a view, setting the default, and deleting a shared view all take Share saved views with everyone on the project, set the default view, and delete shared views, which Admin and Manager have by default. Without it, the share checkbox doesn't appear and every view you save is private.
A title has to be unique among your own private views, or among the shared views when you share. Reuse one and you'll see A saved view with this title already exists. — pick another name rather than assuming the save went through.
Set the default view
Any shared view can be the table's default. In Views, select the star next to it; select the filled star again to remove the default. A table has one default at a time, so starring another view replaces the first. People without share access see a Default badge on that view instead of a star. Private views can't be the default.
Setting a default is a one-time push. The next time each person opens that table, it switches to the default view — even over the layout they had. After that, their own changes stick until someone sets a default again. Each browser remembers which default it applied, so someone opening the table on a new device gets the default once there too. Removing the default leaves everyone's current layout alone.
Delete a view
Select the trash icon next to a view, then confirm with Delete. Deleting a shared view removes it for everyone on the project, or everyone in the organization on a Global Report. There's no undo.
Pro Tip: Set up shared views and a default on your template project. Shared views on a template, including which one is the default, copy into every project created from it. Private views don't copy.
Saved payment application layouts follow different rules — they're organization-wide and need full financial access. See Invoices.
Your team can open the same report the same way every time, without anyone rebuilding filters by hand.
Troubleshooting
Troubleshoot Reports
A Report is missing
Confirm View non-financial reports, permission for the related tool, the required organization package, and—when applicable—the enabled Daily Log section.
A Report has no rows
Clear saved search and filters, confirm the date range and grouping, then compare with the source tool. A report may intentionally include only particular statuses.
A Dashboard count differs from a Report
Dashboard summaries and Reports can use different status scopes. For example, the RFI widget focuses on open and overdue work while RFIs Report also includes closed RFIs.
An export is unexpected
Review active filters, grouping, visible columns, Report title, and visible rows, then export again.
The share checkbox or the default star is missing
Your role doesn't have Share saved views with everyone on the project, set the default view, and delete shared views. Admin and Manager have it by default; an administrator can grant it under Saved Views in Roles and Permissions. Stars appear only on shared views, so a private view never shows one.
My report layout changed on its own
Someone set a new default view on that table, and it replaced your layout once. Reapply your own view from My Views, or rebuild the layout and save it as a private view so it's one click away next time.
A shared view disappeared
Someone with share access deleted it, and deleted views can't be restored. Ask them to save it again, or rebuild it and save your own copy.