...
Open the report section of Framework, by either pressing the report button on the toolbar, or by pressing CTRL + R.This will take you to the below screen:
After opening the reporting section of Framework, you will need to select a report that will give you the results you are in this screen, you can select the report which you would like to make a new profile for and select 'preview'.after. You can browse the various categories by using the Category drop-down field.
Below are a few examples of the kinds of reports available within Framework.
- Work Flow Reports - generic information relating to a specific stage (usually modified to suit a screen, such as the Admin Overview screen matching the details of the Admin Overview report).
- Bin Reports - shows a number of jobs that belong in each 'bin'. E.g. a standard bin report might have job totals by minor stage in construction, i.e. how many jobs in Site Start/Base/Frame etc.
- List Reports - listing of all information, non-job related information is typically housed in these reports. E.g. email listing report, client listing reports.
| Tip |
|---|
As there are hundreds of reports available by default, simply reading the description to the right of the report title will show you what the report will generate. |
Selecting a Report to Generate
After you have chosen the report that you would like to run, either double click the report, or press the preview button in the bottom right of the screen.
Base Criteria
a) Major/minor workflow stage selection. Select one, many or none. E.g. if I only wanted jobs in construction, I would need only select the construction stage.
b) Job status. Can be particularly important, depending on which kind of job you are trying to show. Standard is Active/On-hold.
c/d/e) Division, region and region/division) Division. Used for companies that operate as separate divisions. Selecting one division will only generate jobs in that division.
d) Region. Used for companies that operate as separate regions. Selecting one region will only generate jobs in that region.
e) Region/Division. Used for companies that operate as separate regions or divisions. Selecting one region division will only generate jobs in that region division.
...
- Select the folder from the groups, then find the field.
- Select the field.
- Press the >> button.
- The report grouping will now update.
Move to the advanced Tab.
...
Advanced/Report Saving
Alter the Title of the report, ensuring to conform to normal naming conventions pre-established within previous profiles.
...