Create and edit Custom Reports to be made available to a certain project in your company
You can access Project Reports by clicking into a project and navigating to the Reports tool:
How to create a Project Report:
SmartPM has Pre-Built reports that will be accessible in any project you create in SmartPM. These reports will show under the Pre-Bult reports section. You may want to customize your own report for a certain project where you can choose exactly what information/cards will be included in your custom report.
- You will start by clicking the blue "Create Report" button.
- You will be brought to the report configuration tool, where you can add Pages. Each Page can include different types of cards for the report (Chart, Info, Table, Narrative, Gantt).
- Once you have added the Pages and Cards that you want the report to include, enter a name at the top of the Report. Then click "Create".
- Now you will see the new report you created under the Reports Made for this Project section.
How to Edit/Copy/Delete a project report:
Once a custom report has been created, you have the option to Edit, Copy, or Delete your custom report at anytime.- Click the pencil icon to enter the report configuration tool where you can edit any of the report configurations. Once you save any edited changes, the report will reflect these updates going forward.
- Click the duplicate paper icon to copy your existing report into a new report.
- Click the trash bin icon to delete the report. Once a report is deleted, you will be unable to recover the report.
