What can we help you with?

How Do I see Reports on a Module in the System?

Reports allow users to view data on the system’s modules, presented in a tabular format using rows and columns. These columns can be customised to display the information you wish to see. Reports can also be exported, enabling you to save a copy in various formats of your choice. Additionally, calculations can be performed on operations within the Subcontractor module.

To See a Report on a Module:

1. On the left column, click Reports.
2. Click See beside the module name.
3. The report will show under the list of modules.

In the Edit Columns section, you can choose which columns to add to or remove from the report. If there are forms associated with the module you’ve selected, you can also select specific questions to include as columns in the report.

To Edit Columns:

1. Click Edit Columns.
2. Tick the box beside the column name you want to add/remove from the report.
3. Click the down arrow beside the form name which you want to add questions.
4. Select the questions you want to add to the columns.

To Export the Report:

1. Click Export - this will export the form with general settings applied.

Or

1. Click the Settings icon beside the Export button - this will allow you to filter what you want to export.
2. Select the data you want to export – current or all.
3. Click Yes if you want to attach documents.
4. Select which format you want to export the data.
5. Select the orientation you want to view the report when it is exported.

To Filter the Report:

1. Click Filters.
2. Select what you want to see from the dropdown options.
3. Click X at the top of the page.
4. The information you would like to see in the report will now show.

To Save a Filter:

1. Select the data you want to save from the dropdown options.
2. Click Save Filters.
3. You will be able to access your saved filters by choosing from the dropdown options under Saved Filters.

To Remove a Filter:

1. Click Filters at the top right corner of the page.
2. Click the red paint brush icon beside the option you previously selected.
3. Click X at the top of the page.