Filtering & Exporting
Narrowing a report by date range and dimension, and getting the result out as a spreadsheet or a printed PDF.
- The date-range dropdown sits at the top of every report, defaulting to All time
- Custom range... opens two calendars — pick From and To, then Apply
- Filter dropdowns are multi-select; each shows a count when it is active
- Clear appears once anything is set and resets every filter at once
- Share opens Share & Export — Export as CSV or Print / Save as PDF
- CSV exports exactly what your filters left on screen
The Date Range
One dropdown, at the top of every report. The presets are:
- Last 7 days
- Last 30 days
- Last 90 days
- This month
- This quarter
- All time — the default
- Custom range... — reveals two calendars, From and To, with Cancel and Apply
What the range actually filters differs by report, because each one is measuring a different date:
| Report | The date range applies to | Filters offered |
|---|---|---|
| Progress | When each work item was created | Status, Assignee, Priority |
| Issues | When each issue was raised | Status, Assignee, Priority |
| Inspection / QC | The inspection date | Status, Collection, Assignee |
| Schedule / Overdue | The item's due date | Assignee, Priority |
| Materials | The delivery charts | Unit |
| Project Summary | — | None |
Two reports behave differently
On Materials, the date range moves the delivery and spend charts; the materials table, budget and stock figures always reflect the current position. Project Summary always shows the whole project — that is what makes it a clean one-page snapshot.
The Filters
Each filter is a dropdown of checkboxes — tick as many values as you want. The dropdown shows a count once anything is ticked, and a search box appears when a filter has more than five options. If a search matches nothing, it says No results.
The fixed option lists:
| Filter | Options |
|---|---|
| Priority | Critical, High, Medium, Low, None |
| Status (Issues) | Open, In Progress, Fixed, Closed |
| Status (Inspection / QC) | Not Started, In Progress, Completed, Cancelled |
| Status (Progress) | Your project's own workflow statuses |
| Assignee | Everyone with work assigned on this project |
| Collection | The inspection collections in use |
| Unit | The units your materials are measured in |
Clear appears next to the filters as soon as one is set, and resets the lot. Everything on the page — figures, charts and table — follows the filters together.
Exporting
Set the view you want
Filters apply to the export, so narrow the report first. Exporting an unfiltered report gives you every record.
Open Share & Export
Click Share in the report header. The Share & Export dialog opens.
Choose a format
Export as CSV downloads the filtered rows as a spreadsheet file. Print / Save as PDF opens your browser's print dialog, from which you can save the report as a PDF snapshot exactly as it appears.
CSV for the numbers, PDF for the picture
CSV carries the underlying rows, so it is what you want for further analysis in a spreadsheet. The printed PDF keeps the charts and the layout, which is better for circulating. For something a client should receive, use a Client Report instead.
Related
- The Six Reports
- Sharing a Report — share links, for client reports