Choosing and opening a project Report

Use Project Reports when you need to filter and review operational data from one project in a structured grid.

Best for: Project managers, coordinators, and administrators · Requires: View non-financial reports plus the source workflow permission.

1. Enter the intended project.
2. Open Management Tools → Reports.
3. Choose an available card under Operations Reports.

Supported non-financial project Reports include:

• Daily Logs Report
• Daily Logs - Personnel Report
• The Daily Logs report named for your organization
• Daily Logs - Materials Report
• RFIs Report
• Submittals Report

Daily Log section cards appear only when that section is enabled. RFI and Submittal cards require the Project Management package and their corresponding permissions.

Financial cards in the same index are outside this guide. Use financials.md.

Back to Dashboards and Reports Help