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.
- Narrow or export results: Filter, group, and export a Report.
- 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 - [your company] Report, Daily Logs - Materials Report, RFIs Report, and Submittals Report.
Daily Log section cards appear only when that section is enabled. RFI and Submittal cards require Project Management and the corresponding tool permission. Some visible placeholder cards do not open a report.
Use Daily Log Reports
- Daily Logs Report includes dates, notes, delay flags and types, delay notes, weather summaries, and weather notes.
- Daily Logs - Personnel Report reviews hours by company and date.
- Daily Logs - [your company] Report reviews your employees' hours, cost codes, dates, and notes.
- Daily Logs - Materials Report reviews material type, quantity, unit, and notes.
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.
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.
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.