Analytics — Overview
Six built-in reports built from your project's live data — what the hub shows and how every report page is laid out.
The Analytics tab of the Reports hub holds six read-only reports. Each is built from your project's live data the moment you open it — work items, snagging and issues, inspections, materials and deliveries — so there is nothing to run, schedule or refresh.
The Hub
Click Reports in the sidebar. The hub opens on Analytics, a grid of six cards. Each card names the report, describes it in a line, and carries the current figure that matters most for it.
| Card | Figure on the card |
|---|---|
| Progress | Percentage complete |
| Issues | Open items |
| Inspection / QC | Pass rate |
| Schedule / Overdue | Overdue count |
| Materials | Materials tracked |
| Project Summary | Percentage complete |
Click a card to open the full report.
A new project shows zeros
The figures are computed from whatever the project holds right now. On a project with no work items, issues or materials yet, the cards read 0 and the charts inside each report show No data — that is the empty state, not a fault.
How a Report Page Is Laid Out
Every one of the six uses the same chrome:
- A back link to Reports and the report title
- A date-range selector — one dropdown, defaulting to All time (not on Project Summary, which always covers the whole project)
- Zero or more filter dropdowns, each a multi-select with a count when it is active
- Clear, which appears once any filter is set
- Share, which opens the Share & Export dialog
- The report body: headline figures, then charts, then a table of the underlying records
Tables are searchable and paged. On a narrow screen they scroll sideways with the first two columns pinned, so you keep the identifier in view.
Related
- The Six Reports — what each one answers
- Filtering & Exporting — date ranges, filters, CSV and PDF
- Client Reports — the same data, composed for a client
Questions
Why aren't my daily logs in any of these reports?
The six reports read work items, issues, inspections, materials and deliveries. Daily logs feed client reports instead: manpower, delays, safety, weather and photos.
Can I send an analytics report to the client?
Only as a file. Share gives you Export as CSV or Print / Save as PDF, and you send that yourself. For a branded document with a link, make a client report.
Who can see analytics?
Anyone on the project can open Reports. Each report counts only what your role lets you see: if your role shows you only your own issues or inspections, the report counts only those, and a kind of record your role can't read shows as zeros. Roles are set in Settings → Members & Roles.
Not a user yet? The Reports & Analytics feature page shows the module in context, and where to book a demo.