Report

The Report tab within the Activities module contains a set of automated reports relating to certain user and correspondence form data within RIB CX. These can be useful for monitoring the effectiveness of certain correspondence types, user activities as well as many other aspects of a project performance within RIB CX.

To create these reports go to Activities → Reports → Name of the report (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

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.

To create a Related Report : 

Step 1 : Select a Parent form from 'Form Type' in the dropdown menu. For example, in this case we choose Lot - Work Lot

Step 2 : Select a Filter Criteria. For example in this case we chose All Work Lots with Status of Open

Step 3 : You can leave the radio button on 'Related Forms' - which will find all the related forms to the parent form. OR

You can click Document List User Field to show results based on document list user field. This displays the related forms per row on a form with document list user field. 

First select the document list user field option and pick the list control that you wish to report on. Then select the document list user field from within that list.

Step 4 : Pick the child form from 'Related form Types' dropdown menu

Step 5 : You can edit fields you would like to see on the report by clicking 'Fields To Display' 

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 it needs to contain :

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