The reports page
Click Reports in the main sidebar to open the report generator. The page has a three-column layout: report type selection on the left, filters in the centre, and the generate button on the right.
Report scopes
Reports are grouped into three scopes. Select a scope to see the available report types.
Company-wide reports
These reports span all projects. Available types:
| Report | What it shows |
|---|---|
| Job Balance | Financial balance across projects |
| Applications vs Payment Notices | Comparison of claimed vs certified values |
| Over Charge | Supplier overcharge analysis |
| Outstanding Delivery | Undelivered items from Purchase Orders |
| Outstanding Invoice | Uninvoiced items |
| Ordered vs Delivered vs Invoiced | Procurement pipeline status |
| Profit | Profit analysis |
| Retention | Retention tracking |
| Financial | Full financial summary |
| Timesheet | Time tracking summary |
| Regional | Breakdown by region |
| Project Type | Breakdown by project type |
| Client | Breakdown by client |
Filters available: Job Created date, Created Between date range, Status, Created By, Region, Client, Project Manager, Site Manager, Project Type, Suppliers.
Per-project reports
These reports focus on a single project. Select a project first to enable the generate button. Additional types include:
| Report | What it shows |
|---|---|
| Budget | Budget analysis |
| Cost Code Over | Cost code overrun analysis |
| Labour | Labour cost breakdown |
| Material Listing | Materials list |
| Material Listing (Qty) | Materials by quantity |
| Material Listing (Value) | Materials by value |
Plus all the company-wide types scoped to a single project.
Subcontractor reports
These reports cover subcontractor compliance and financials. Select a subcontractor to enable the generate button. Types:
| Report | What it shows |
|---|---|
| Expired Certificates & Cards | Overdue subcontractor certifications |
| Expired Insurance | Overdue insurance policies |
| Expired CIS | Overdue CIS registrations |
| Financial | Subcontractor financial summary |
| Financial (Grouped) | Subcontractor financials grouped by category |
Generating a report
- 1
Select the report scope — Company-Wide, By-Project, or Subcontractor.
- 2
Select the report type from the available options.
- 3
Apply any relevant filters — date ranges, status, region, client, and so on. Click Reset Filters to clear all filters.
- 4
Click Generate Report. The report is queued for PDF generation. A notification confirms when it is ready.
For per-project and subcontractor reports, you must select a project or subcontractor before the generate button becomes active.
Next steps
- The Company Dashboard — view dashboard-level analytics charts.
- The Project Dashboard — view project-level budget tiles and charts.