Reports

Find the right report for your project, from daily site reports to monthly management reports, and learn which screen produces it.

Where to find it: Reports
Who can use it: People who have the View Reports permission. Generating a report needs Add. Scheduling needs Edit.

Reports collect the data that people enter in Superwise into one document. You do not type anything into a report. You choose a project, a report type and a period, and Superwise builds a PDF or an Excel file.

For example, Acme Heights needs a report of what happened on site yesterday. The site engineer opens Reports, chooses Daily (Summary), chooses yesterday's date and downloads a PDF.

This book is about the Reports item in the left menu. Some companies see Report Generation when they click Reports. Other companies see Daily Report. The two screens are described in this book.

The Report Generation screen. Mark 1 is Project. Mark 2 is Report Type. Mark 3 is the list of scheduled reports.

Which screen do I use

I want	Use	Chapter
A report of one day, or of a few days, with a choice of sections	Report Generation, type Daily or Daily (Summary)	Generate a report
To see the daily report of a date range on the screen	Daily Report	Daily report
A management report for the client or the head office	Report Generation, type MIS or another summary type	Generate a report
The same report sent by e-mail or WhatsApp on a fixed day	Schedule this Report	Schedule a report
Totals of one list that I can click into, level by level	Report view on a list screen	Drilldown reports

Two short books give the quick answers for the most asked reports: Daily summary and Schedule summary.

What the report types are

Report Type	What it gives you
Daily	The daily progress report of one day or a date range.
Daily (Summary)	A short report of the areas that you choose, for one day or a date range.
MIS	A management report in A2 or A4 size, with sections that you choose.
Task-wise Cash Outflow (as per Budget)	The cash outflow of each task, as per the budget.
BOQ-wise Cash Outflow (as per Budget)	The cash outflow of each bill of quantities (BOQ) item, as per the budget.
Monthly Summary	A summary of one month.
Schedule Summary (Package-wise)	The schedule, one line for each package.
Cost Summary (Package-wise)	The cost, one line for each package.
Cost Summary (Template-wise)	The cost, one line for each template.
Portfolio Summary	A summary over projects.

The list of report types in Report Type.

Before you start

Select the project at the top of the screen, or choose it in Project on the form.
The data must be entered first. A report of a day with no entries has no data. Superwise then shows The generated Report does not contain any data.
To generate you need the Add permission on Reports. To schedule you need the Edit permission.

Rules to know

The format is PDF or XLS (Excel). One report type, Task Forecast (% Completion), can only be Excel.
Reports are read-only. They never change your data.
You cannot choose a future date for a daily report.

If something goes wrong

What you see	What to do
You cannot see Generate Report.	You do not have the Add permission on Reports.
The generated Report does not contain any data	The period has no entries. Choose another date or period.
An error occurred while generating the report. Please try again later	Try again. If it fails again, tell your administrator.