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The reports available include:
Activity Report
This tracks the activities of all users within the system in relation to correspondence type creation and logins. The pre-set formats include:
- Last 2 Weeks Activity - By Day: Shows a breakdown of the number of times any correspondence type on the project was created within the last 2 week period.
- Project History Activity - By Month: Shows a breakdown of each month for which the project has been active and the number of times any certain correspondence type was created within that month.
- User Activity - By User: Shows a breakdown of the number of logins by each user on the project in the last day, week and year.
- User Activity Today - By Login: Shows a complete login history of every user for the project.
- Project Activity - By Project: Allows the ability to generate a customised report across a selection of projects that you have access to, which shows a correspondence register for the selected correspondence types across the projects. This can also be generated in excel format.
Login Report
This shows a list of user logins into the project broken down by day and based on the pre-set time periods:
- One Week
- One Month
- Two Months
- Three Months
- Never Logged In
Waiting On Report
This shows a list of all users on the project for which there are outstanding correspondence items for their action.
Quality Report
This report can be generated against any correspondence type on the project for a specified status, due dates or dates created. The report can also include any special fields on the selected correspondence type and will also show any documents related or linked to each of the correspondence types showing in the results. This report can also be made to output into an excel format.
Fax Report
To create these reports go to Activities → Reports → Click report type (e.g. Related Report)
Following are the different types of reports you can create.
Activity Report
The Activity Report enables users to view forms created by users in one or more projects, with the ability to filter by company or company role, as well as module and form type. This provides greater visibility into user activity, allowing for more effective monitoring and management of construction project workflows.
Features include
- Cross-project reporting
- Ability to filter by Role/Company
- Ability to filter by Module/Form Type
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Login Report
Filter by Project, Role/Company and Date Range (including or excluding weekends) to get a report on user logins.
Features include
- Cross-project reporting
- Ability to filter by Role/Company
Waiting on Report
The waiting-on-report enables users to view forms that are currently waiting on a user across multiple projects. This provides greater visibility into the status of construction project workflows, allowing for more effective tracking.
Features include
- Cross-project reporting
- Ability to filter by Module/Form Type
- Ability to filter by Company/User
- Ability to group by module then and form type or form type then user
- Ability to drill through into the detail and see the forms waiting on a single user.
Related Report
This report enables users to report on the progress of linked forms to a parent form, with the ability to drill through into the details of each form. This provides greater visibility into the status of particular progress. Eg the completion of Work Lots.
Additionally, with this release, you can save this report so that it can be run at a future time allowing you to tailor this report to various processes.
Features include
- Selecting a parent form
- Selecting the fields to display for the parent form
- Ability to filter criteria for the parent form.
- A table view of results allows you to drill through into the details.
- Progress reporting for each parent form using the related forms (Open, Late, Closed)
- Ability to save the report for future access.
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Some forms can have multiple lists. You can only report on one at a time. |
Step 6 : You can click into the parent form to see the related/child forms
Filtering Related Report
Users can filter the related report by clicking the filter icon.
In the example below, Title has be filtered by manually typing in the word (Demo) it needs to contain :
If you are looking for two words in the report, you can use the OR search function :
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Currently RIB CX does not support other search functions like AND, "Exact Match", Wild Card* when it comes to filtering the report This is the case whether the user field you are searching for lives inside a List table or outside of it |
Related Report - Grouping in Sub-Table by Form Type
If there are different types of forms, they will show in groups under the parent form
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You can 'Save Report' to access it later or export to Excel. If you need to go back to the criteria, click Edit Criteria. |