Creating a Report

To create a report from the Reports page:

Navigate to the Reports Page
From the Reports page, select +Create.
The New Report Guided Process displays.
From the New Report Guided Process, choose a report to generate.
Note: You can either select a report from the list or use the search bar to find a Textura report type by name, its description, or the fields included in the report.
(Optional) Select View Fields to open a drawer on the right side of the page. The drawer lists every output field included in the report.
Select Continue.
Enter your report definition.
Select a File Type.
(Optional) Set up a schedule to run the report at a selected frequency.
Select Continue.
Choose appropriate filters for the report.
Filters may include:
- From Draw Date
- To Draw Date
- Project Status
- Project Selection
Select Finish.
- The New Report page closes and the report you generated displays in the table on the Reports page.
- A Report Created message displays at the bottom of the page and the report job will immediately begin to generate your file if you did not set a schedule for the report to follow.

Last Published Friday, January 9, 2026