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Report Builder

What this page is

Report Builder is where you generate structured reports from project and operational data.

Who uses it

  • Project managers
  • Supervisors
  • Admin and leadership users needing summaries

When to use it

  • Daily/weekly reporting cycles
  • End-of-period reviews
  • Client update preparation
  • Internal performance tracking

What this page is for

Use this page to turn operational records into clear reports for decision-making and communication.

Main actions

  • Select report type and filters
  • Choose date ranges/projects
  • Generate and review report outputs
  • Export or share report results

Step-by-step (common workflow)

  1. Open Report Builder.
  2. Select the report type you need.
  3. Apply filters (project, date range, etc.).
  4. Generate the report.
  5. Review results for accuracy.
  6. Export/share as required.

Connections

This page directly affects:

  • Management reporting and planning
  • Client reporting deliverables
  • Payroll/commercial cross-checks
  • Audit and performance review workflows

Common mistakes

  • Using the wrong date range
  • Running reports without required filters
  • Sharing draft reports before verification

Quick tips

  • Save or note your common filter setups.
  • Always verify totals before sharing externally.
  • Use consistent reporting periods each cycle.