Reporting
The system includes predefined reports and lets you create your own reports. (The reports that you can create or have access to varies based on user-level permissions.) Different reports support views of information at different levels and to serve different purposes.
- Custom Reports—Organization Level
- Cash Flow History
- Cash Flow Roll-Up
- Cost Sheet Summary
- Open / Overdue Tasks Summary
- Project Comparison
- Project Details
- Project Phase Summary
- Project Schedule Summary
- Project Summary
- Project Summary (Excel)
- RFI Log
- Schedule Lookahead
- Text Search
- Administrative
- BP Documentation
- Usage Analysis
- User Group Membership
- Custom Reports—Program Level
- Program Cost Sheet
- Program Project Summary
- Custom Reports—Region, Site, and Building Level
- Cash Flow History
- Cash Flow Roll-Up
- Cost Sheet Summary
- Open / Overdue Tasks Summary
- Project Comparison
- Project Details
- Project Phase Summary
- Project Schedule Summary
- Project Summary
- Project Summary Excel
- RFI Log
- Schedule Comparison
- Schedule Lookahead
- Text Search
- Administrative
- Usage Analysis
- Custom Reports—Project Level
- Cash Flow History
- Cash Flow Report
- Commitment Summary
- Open / Overdue Tasks
- Project Cost Report
- Project Details
- RFI Log
- Schedule Comparison
- Schedule Lookahead
- Schedule Report
- Text Search
- Administrative
- Business Process Access Control
- Business Process Permissions
- Usage Analysis
- User Group Membership
- Workflow Setup Documentation
In This Section
Project Level User Defined Reports
Generating Custom Reports using the Report Utility BP
Last Published Monday, April 14, 2025