Creating Summary, Labor, Materials, and Equipment + Fuel Reports

1. From the Homescreen, click on the More Options icon at the base of the left navigation.
   
2. The More Options menu opens. Select Reports to proceed.
   
3. The Reports dialogue opens. Reports are grouped on the left by category: Summary, Labor, and Equipment + Fuel. Click on any of the reports on the left side to get started.
   
4. The report dialogue opens in the right panel. Select the filter criteria that you wish to apply to your report and then click Generate Report. For more detail about report specifics, see below.
   

   Daily Cost Report	Delivers line items for labor and equipment costs, as well as total cost and cost to date with detail around the task associated with the cost for a single day. This report will open as a PDF in a new tab. Choose the following parameters for this report: Report Date: The date whose cost entries you wish to view. Project: The project whose cost entries you wish to view.
   Cost Code Summary Report	This report shows a day by day breakdown of entries registered against a project as Labor (by user), equipment (by piece of equipment), task progress (by task) and material delivery (by material) with summary month to date totals at the end of the row. Choose the following parameters for this report: Project: The project whose cost code entries you wish to view as a summary. Report Format: Choose to view the report as a PDF in a new tab, or as an .XLS spreadsheet document download. Month: Select the month whose cost code spending you would like summarized. Year: Choose the year corresponding with the month whose cost codes you would like summarized.
   Cost Detail Report	This report displays a line item and the corresponding details for every cost incurred within the category, project and timeframe selected. It is created as an .XLS spreadsheet document. Choose the following parameters for this report: Project: Select a specific project to view only costs incurred for that project, or choose the view costs for all projects. Time Period: Choose a range of dates or time period to be viewed in the report. Category: By default, all categories (Labor Time Entries, Equipment Logs, Material Deliveries, and Fuel Entries) will be displayed. Click to deselect any cost categories that should not appear in this report.
   Production Summary Report	This report shows a day by day summary broken into a Cost Code Summary, a Labor Summary, an Equipment Summary, and a Task Progress Summary. Month to Date totals appear at the end of each row.  Choose the following parameters for this report: Project: The project whose cost and production entries you wish to view as a summary. Report Format: Choose to view the report as a PDF in a new tab, or as an .XLS spreadsheet document download. Month: Select the month whose costs and production you would like summarized. Year: Choose the year corresponding with the month whose costs and production you would like summarized.
   Payroll Report	This report shows hours logged by user, by project and by cost code for the time period specified, as well as the wage type associated with the logged hours. Choose the following parameters for this report: Time Period: Choose a range of dates or time period to be viewed in the report. Report Format: Choose to view the report as a PDF in a new tab, or as an .XLS spreadsheet document download.
   Labor Time Log Detail Report	This report displays time entries by project and all of their corresponding details for the chosen timeframe. Choose the following parameters for this report: Project: Choose to view labor entries for all projects in the organization or for one specific project. Report Format: Choose to view the report as a PDF in a new tab, or as an .XLS spreadsheet document download. User: Choose to view a specific user's time entries or to view all available entries across the organization. Time Period: Choose a range of dates or time period to be viewed in the report.
   Equipment Log Detail Report	This report displays equipment log entries by project, by date, by equipment with details about cost codes, operators, tasks, etc. Choose the following parameters for this report: Project: Choose to view equipment log entries for all projects in the organization or for one specific project. Report Format: Choose to view the report as a PDF in a new tab, or as an .XLS spreadsheet document download. Equipment Type: Select a specific equipment type to filter this report, by default all equipment types will be displayed. Equipment: Select a specific piece of equipment to filter this report, by default all equipment will be displayed. Time Period: Choose a range of dates or time period to be viewed in the report.
   Equipment Inspection Report	This report displays equipment inspection entries by project, by date, by equipment with details about cost codes, operators, tasks, etc. Choose the following parameters for this report: Project: Choose to view equipment inspection entries for all projects in the organization or for one specific project. User: Choose to view a specific user's time entries or to view all available entries across the organization. Equipment Type: Select a specific equipment type to filter this report, by default all equipment types will be displayed. Equipment: Select a specific piece of equipment to filter Status: Choose to view all statuses (Normal, Monitor, Attention), or to filter entries to a single status. Time Period: Select a time period from the dropdown to limit the entries in the report to that time period. By default, the report will display the last month's equipment inspections.
   Fuel Log Report	Fuel log entries will be arranged by project, by fuel truck type, by equipment, and then by date. Choose the following parameters for this report: Project: Choose to view labor entries for all projects in the organization or for one specific project. Report Format: Choose to view the report as a PDF in a new tab, or as an .XLS spreadsheet document download. Fuel Truck: Select a specific fuel truck type to filter this report, by default all equipment types will be displayed. Time Period: Select a time period from the dropdown to limit the entries in the report to that time period. By default, the report will display the last month's fuel log entries.
   Material Log Detail Report	Material log entries will be arranged by project and then by date. Choose the following parameters for this report: Project: Choose to view labor entries for all projects in the organization or for one specific project. Report Format: Choose to view the report as a PDF in a new tab, or as an .XLS spreadsheet document download. Vendor: Select a specific vendor to filter this report, by default all vendors will be displayed. Time Period: Select a time period from the dropdown to limit the entries in the report to that time period. By default, the report will display the last month's material log entries.