Project Reports

Custom Reports

The following table highlights which user permissions are required to perform the described user action.

General Tasks	None	Read Only	Standard	Admin
Add a Visual to Custom Reports
Configure Advanced Settings: Reports
Create a Custom Project Report			1	1
Delete a Custom Project Report			2	2
Share a Custom Project Report

Project Reports	None	Read Only	Standard	Admin
View Cost Code Report		3	3	3
View Assignment Report				3
View User Sessions Reports				3
View Outbound Emails Report
View RFI Delays		3	3	3
View Submittal Approvers' Response Time		3	3	3
View Snag List Delays		3	3	3
View Vendor Insurance Report		4	4	4
View Watch Folders Report		3	3	3
View Labour Budget to Actual Report		3	3	3
View Field Production Report		3	3	3
View Timecard Reports		3	3	3

Financial Reports	None	Read Only	Standard	Admin
Create a Custom Financial Line Items Report to Compare Budget Snapshots
View Budget Modifications Report		5	5	5
View Budget Detail Report		5	5	5
View Buyout Summary Report		6	6	6
View Overdue Main Contract Variations
View Committed Cost Report
View Overdue Commitment Variations
View Subcontractor Payment Applications by Date
View Unexecuted Main Contract Variations
View Main Potential Variation Report By Change Reason
View Monitored Resources Report		5	5	5

Programme Reports	None	Read Only	Standard	Admin
View All Programme Reports

Site Diary Reports	None	Read Only	Standard	Admin
View All Site Diary Reports

¹ To create a custom report, user with 'Standard' permission on the project's Reports tool also need 'Read-only' or higher permissions to the tools they want to create a report for. For Financial Management tools, users must have 'Admin' permission on the appropriate financial tool to create a custom report. For the Company Directory, users will need 'Admin' permission on the Company Directory. 

² Users can only delete the reports they created.

³ To view project reports, users may also need additional permissions on the project tool associated with the report data. See View a Report.

4 Users also need 'Admin' level permissions on the Project level Directory tool OR 'Read Only' or 'Standard' level permissions on the Project level Directory tool with the 'View Company Insurance Information' granular permission enabled on their permissions template to view this report.

⁵ To view budget reports, users also need 'Read Only' permissions or higher on the project's Budget tool. See View Budget Reports. 

⁶ To view the 'Buyout Summary Report', users also need 'Read Only' permissions or higher on the project's Budget and Commitments tools. See View Budget Reports. 

Enhanced Reporting

The following table highlights which user permissions are required to perform the described user action.

General Tasks	None	Read Only	Standard	Admin
View a Report
Create a Report
Edit a Report
Delete a Report
Share a Report
Export a Report
Distribute a Report
Clone a Report

In addition, Depending on the field group, users may need additional permissions on the data's source tool in order to access the reportable data from within the Project level Reports tool. The table below shows each Enhanced Reporting field group's source tool (if applicable) and the permissions required on the source tool to access the reportable data.

Field Group	Source Tool	None	Read Only	Standard	Admin
Action Plan	Action Plans
Action Plan Approver	Action Plans
Action Plan Line Item	Action Plans
Action Plan Line Item Assignee	Action Plans
Action Plan Line Item Record	Action Plan
Action Plan Line Item Record Request	Action Plans
Action Plan Line Item Reference	Action Plans
Action Plan Receiver	Action Plan
Actual Production Quantities	Budget OR Timesheets
Budget Change Adjustment Line Items	Budget
Budget Changes	Budget
Budget Code	N/A
Budget Line Item	Budget
Budget Modification	Budget
Budget Workflow Responses	Budget
Budget Workflow Steps	Budget
Budgeted Production Quantities	Budget OR Timesheets
Change Event	Change events
Change Event Line Item	Change events
Change Event Production Quantity	Change events
Commitment	Commitments
Commitment Variation	Commitments
Commitment Variation Line Item	Commitments
Commitment Variation Markup	Commitments
Commitment Variation Request	Commitments
Commitment Variation workflow Responses	Commitments
Commitment Variation workflow steps	Commitments
Commitment Line Item	Commitments
Commitment Potential Variation	Commitments
Commitment Workflow Responses	Commitments
Commitment Workflow Steps	Commitments
Company (Vendor) - used in company reporting	N/A
Company (Vendor) - used in project reporting	N/A
Company Global Insurance	Directory
Company Project Insurance	Directory
Co-ordination Issue	Coordination Issues
Correspondence	Correspondence				1
Correspondence Assignee	Correspondence				1
Correspondence Distribution List	Correspondence				1
Correspondence Response	Correspondence				1
Crew	Crews
Site Diary Accident	Site Diary
Site Diary Completion	Site Diary
Site Diary Construction Report	Daly Log
Site Diary Delay	Site Diary
Site Diary Delivery	Site Diary
Site Diary Skip	Daly Log
Site Diary Equipment	Site Diary
Site Diary Inspection	Site Diary
Site Diary Manpower	Daly Log
Site Diary Note	Site Diary
Site Diary Observed Weather Condition	Site Diary
Site Diary Phone Call	Daly Log
Site Diary Plan Revision	Site Diary
Site Diary Productivity	Site Diary
Site Diary Quantity	Daly Log
Site Diary Safety Violation	Site Diary
Site Diary Programmed Work	Site Diary
Site Diary Programmed Work Task	Daly Log
Site Diary Visitor	Site Diary
Site Diary Waste	Site Diary
Direct Cost	Direct costs
Direct Cost Line Item	Direct costs
Distribution List	RFI
Drawing Revision	Drawing
Drawing Markup Link	Drawing
Employees	Directory
ERP Job Costs Summary	Budget
Form	Forms
Incident	Incident
Incident Action	Incident
Incident Alert	Incident
Incident Distribution Member	Incident
Incident Injury Body Part	Incident
Incident Record	Incident
Inspection	Inspection
Inspection Assignee	Inspection
Inspection Distribution List	Inspection
Inspection Item	Inspection
Inspection Item Activity	Inspection
Inspection Item Comment	Inspection
Inspection Programme	Inspection
Inspection Programme Assignee	Inspection
Inspection Programme Distribution List	Inspection
Inspection Signature Request	Inspection
Instructions	Instructions
Labour Productivity	Budget OR timesheets
Labour Productivity: Budget	Budget
Location	N/A
Meeting	Meeting
Meeting Attendee	Meeting
Meeting Item	Meeting
Meeting Item Assignee	Meeting
Meeting Item Attendee	Meeting
Monitored Resource	Budget
Observation	Observation
Observation Activity	Observation
Observation Distribution Member	Observation
Owner Payment application	Main contracts
Owner Payment application Line Item	Main contracts
Photo	Photo
Snag Item	Snag List
Snag Item Assignee	Snag List
Snag Item Action required by	Snag List
Snag Item Comments	Snag List
Snag Item Distribution Member	Snag List
Main Contract	Main contracts
Main Contract Variation	Main contracts
Main Contract Variation Line Item	Main contracts
Main Contract Variation Markup	Main contracts
Main Contract Variation Request	Main contracts
Main Contract Variation Workflow Responses	Main contracts
Main Contract Variation Workflow Steps	Main contracts
Main Contract Line Item	Main contracts
Main Contract Potential Variation	Main contracts
Main Potential Variation Production Quantity	Main contracts
Main Workflow Responses	Main contracts
Main Workflow Steps	Main contracts
Project	N/A
Project Roles	N/A
Request for Quote	Change events
Request for Quote Quote	Change events
Request for Quote Response	Change events
RFI	RFI
RFI Assignee	RFI
RFI Question	RFI
RFI Response	RFI
Programme Calendar Item	Programme
Programme Lookahead	Programme
Programme Lookahead Task	Programme
Programme Task	Programme
Programme Task Request	Programme
Specifications	Specifications
Sub Payment application Workflow Responses	Commitments
Sub Payment application Workflow Steps	Commitments
Subcontractor Payment application	Commitments
Subcontractor Payment application Line Item	Commitments
Submittal	Submittal
Submittal Approver	Submittal
Submittal Action Required By	Submittal
Submittal Distribution List	Submittal
Daywork Sheet	Daywork Sheets
Daywork Sheet Equipment	Daywork Sheets
Daywork Sheet Labour	Daywork Sheets
Daywork Sheet Material	Daywork Sheets
Task	Task
Task Activity	Task
Task Assignee	Task
Timecard Entry	Timesheets

¹ Correspondence Type Admins can access all Correspondence field sets and are limited to columns and rows of data by correspondence types. Super Private Correspondence records are not available in Enhanced Reporting. 

Recent Changes