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Categories Reports
Created by Guest
Created on Apr 7, 2021

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.