Report
- Former user (Deleted)
- Rebecca David
- Jane Padgett
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 → Click report type.
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.
Form Type
Select a form from 'Form Type' dropdown menu. For example, in this case we chose Lot - Work Lot.
Filter Criteria
Select a Filter Criteria. For example in this case we chose Standard Fields > Status.
Select an operator. In this case we chose equals.
Select the status. In this case we chose Open.
Select further criteria if required.
Show Results Based On
Select what the results will be based upon:
Related Forms - this will find all the related forms to the form chosen in the criteria above.
Document List User Field - this will show results based on a document list user field. This displays the related forms per row on a form with a document list user field.
Related Forms
When choosing related forms you will need to choose what related forms will form part of the search.
The count of forms is displayed directly in sub-table headers, providing quick insights into the number of items within each section. Counts are displayed dynamically for all sub-tables where applicable.
Document List User Field
When choosing the document list user field option you will need to select:
List Control - Choose the table list your document list user field is on.
Select Document List User Field - Choose the document list user field you wish to report on.
Some forms can have multiple lists. You can only report on one at a time.
Fields to Display (List) - Choose which fields from the list table you want to display in your search.
Progress Bar Style
This is a visual representation of related forms which has two options:
Standard: Displays the categories Open, Late, and Closed.
Open/Closed Only: Combines Late and Open into a single Open category while keeping Closed as a separate category.
Open/Closed Only style
A colour picker allows users to customise the colours for Open and Closed categories, ensuring alignment with organisational preferences.
The configured Progress Bar Style and chosen colours will be reflected in the Related Forms table progress, providing a consistent and visually clear status display.
Standard (Open, Late, Closed)
Displays Green for Closed forms and Red for Open or Late forms.
Navigating the Results
If there are different types of forms, they will show in groups under the parent form.
Click into the parent form to see the related/child forms
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:
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
You can 'Save Report' to access it later or export to Excel. If you need to go back to the criteria, click Edit Criteria.