Overview
There are several view, filter and sort options to support you in quickly finding a specific project report and keep the overview.
To learn more about project reports in general, read Project Reports.
Access & Permissions
You need an in-house user with the user permission 'Tickets & Project Reports'. Read more in Permissions.
Subcontractors can create project reports but only view reports created by themselves.
How to Access Project Reports
- Click Project reports
Customise Columns
In the Webapp you can control which columns to show in the Project Reports page. To do so:
- Click the Settings icon
- Select/Clear the check boxes of the columns you want to show/hide
Read more in Sort & Customise Tables in the Webapp.
Filter Project Reports by Project
In the Webapp you can view project reports of a specific project but also reports of all projects:
- Click Project reports
- Select the project from the Project drop-down menu or click Show all projects
Filter Project Reports by a Template
In the Webapp it is possible to filter project reports by template:
- Select the template from the All Templates drop-down menu
You can view project reports of all templates by selecting "All templates" from the drop-down.
Search Project Reports
Use the search bar to quickly find the project reports you are looking for:
You need to pull down the page to reveal the search bar on iOS.
Search results will also consider any active filters applied.
To clear the search:
- Click on the X icon
- Tap Cancel
- Tap the X icon
View a Project Report
To view a project report:
- Click on the project report in the table
- Open Project Reports
- Tap the project report you want to view
Unless you are a subcontractor, you can view project reports submitted by others. However, you can only view your own drafts.
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