Reports window

Cost To Complete generates a number of formatted reports to present your data effectively to colleagues or customers. With a range of options unique to each report, a clear and concise breakdown of what is essential can quickly be printed, exported, or sent using an intuitive report interface.

Reports window

The Reports window is separated into two panes, the Available Reports in the upper pane and the Selected Reports in the lower pane.

Available Reports

The Available reports section of the Reports window lists all the reports that can be generated from within Cost To Complete. The reports that can be selected and printed are:

Name Description
Budget Performance Prints an overview of the values as seen in the Budget Performance window.
Estimates to Complete Prints a summary of the Cost Estimate for each Cost Code for a selected record date.
Estimates to Complete – Resource Summary Prints the breakdown of the resources consumed on a selected record date.
Resources Prints a lists all resources available within the project.
Cost Codes Prints a summary for all the codes used within the project.
Project Properties Prints an overview of the details as seen in the Project Properties window.

Note: The reports can be ordered alphabetically by clicking the option in the right-click context menu.

If there are reports that are not required, each report can be removed from view by selecting the Remove from view option from the Available reports right-click context menu or use the Remove Report button to the right of the window.

Reports can be reinstated to the view by using the Restore removed reports option in the Available reports context menu or the Restore Reports button then selecting the reports to be restored.

Selected Reports

The Selected Reports section lists the reports that have been marked as selected and are readily available to be formatted, printed or exported.

Note: Reports can be marked as selected by double-clicking on the report name in the Available Reports section or by clicking the Select option in the right-click context menu.

Once a report has been transferred to the selected reports section, it can then be formatted and either printed or exported to a number of file types. The export file types available are:

  • Excel (.XLS)
  • Spreadsheet (.CSV)
  • Clipboard
  • Adobe Acrobat Document (.PDF)

Selected reports can also be saved in a Report Group, where a standard set of reports required to be printed are coupled together. Formatting Options of the reports will be maintained if the option is not project specific (such are a sort order). Project-specific formatting options (such as the selection of a specific Record Date) is not maintained. The reports that make up a Report Group are marked as selected anytime a report group is opened.

Updated on September 27, 2018

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