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Categories Reports
Created by Guest
Created on Apr 7, 2021

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Custom Reports Across All Modules

It would be helpful to create custom reports at the project and portfolio level. My current project is split into multiple sub-projects. I can run a pre-populated report for submittals across the different projects. But I have to run separate reports (and go into separate modules) to run a report for all RFIs and Submittals in the design team's court, for example. The feature that allows us to print the current view within a module, does not allow for cross-module or cross-project reports.

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  • Ricci Stevens
    Mar 9, 2023

    You can create project-level reports (via crystal) that run across modules. These reports would be run from the project landing page. If you do not have a crystal report writer in-house Trimble ProjectSight Professional Services can assist you in creating the report.

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