The reports feature lets you view detailed reports for specific activity on a project. This lets you see the degree of activity on a project for each bidder.
You can print or export any of the reports as either an Excel spreadsheet or a PDF document.
To print or export a report,
with the report displayed in the window, select from following:
Print - The report opens in a new window in PDF format. From here you can print and save the file using your local device.
Export - The export runs and you are prompted to download the file. Follow the instructions on your system to save the file.
Viewing reports
The following table describes the activity reports you can view for a project.
Report
Description
Change History
Displays the changes to the project, such as adding trade codes and uploading project documents.
Click Show Details to see the details of the change.
Detail information includes the details and date and time of the change, the event triggering the change report, the user making the change and any notes about the change.
Project View Activity
Displays a list of who has viewed the project. Information includes the company name and contact, the date and time and the action performed.
Document Activity
Displays a list of who has viewed documents for the project. Information includes the company name and contact, the date and time and the action performed.