---
title: Generate a report
summary: Choose a project and a report type, set the period and the sections, and download the report as a PDF or Excel file.
order: 1
menu: Reports
route: /reports/generate
who: People who have the Add Reports permission.
---

The **Report Generation** screen builds reports of every type. The form changes when you choose a **Report Type**. It shows only the fields that this type needs.

For example, you choose **Daily (Summary)**, a date range, and the areas **Site Progress** and **Labour Details**. Superwise builds one file with those two areas for those days.

![The first choices of the form. Mark 1 is Project. Mark 2 is Report Type.](../media/report-generate-start.png)

## Before you start

- Enter the data first. A report only shows what people have already entered.
- You need the Add permission on Reports.

## How to generate a report

1. Click **Reports** in the left menu.
2. In **Project**, choose the project.
3. In **Report Type**, choose the type.

![The list of report types.](../media/report-generate-types.png)

4. Fill the fields that appear. The tables below list them for each type.
5. Click **Generate Report**. Superwise builds the file and your browser downloads it.

If the button is not active, the project or the report type is not chosen.

## How to generate a daily summary for a day or a range

![The form for Daily (Summary) with a date range. Mark 1 is Report Type. Mark 2 is Report Date Type. Mark 3 is Report Section. Mark 4 is Report Dates. Mark 5 is Report Format. Mark 6 is Generate Report.](../media/report-generate-daily-summary.png)

1. In **Report Type**, choose **Daily (Summary)** (mark 1).
2. In **Report Date Type**, choose **Single** for one day or **Range** for several days (mark 2).
3. In **Vendor (optional)**, choose a vendor to see only that vendor. Leave it empty for **All vendors**.
4. In **Report Section**, choose one or more areas (mark 3). The choices are:
   - **Site Progress**, **BOQ Measurement Sheets** and **Material Inventory**.
   - **Material Deliveries**, **Site Issues** and **Labour Details**.
   - **Tools Inventory**, **Site Attendance** and **Materials Supplied**.
   - **Material Indents** and **Checklists**.
5. For **Single**, choose **Report Date**. For **Range**, choose the first and the last day in **Report Dates** (mark 4). You can click **Planned Start**, **Actual Start**, **Planned Finish** or **Actual Finish** to fill a date from the project.
6. In **Report Format**, choose **PDF** or **XLS** (mark 5).
7. Click **Generate Report** (mark 6).

If you choose no area, Superwise shows **Please select at least 1 Report Section**.

## What each report type asks for

| Report Type | Fields |
| --- | --- |
| **Daily** | **Report Date Type**, then **Report Date** or **Report Dates**. **Include Checklist**, **Include Delivery Images**, **Include Debit/Credit note Images**, **Force Inventory Table**, **Report Format**. After you tick **Force Inventory Table**, **Exclude Resources Not In Stock** also appears. |
| **Daily (Summary)** | **Report Date Type**, the date or the dates, **Vendor (optional)**, **Report Section**, **Report Format**. |
| **MIS** | **Page Size**, **Include Cover Page?**, and then fields for the size. See the next section. |
| **Monthly Summary** | **Month Selection**, **Images**, **Report Format**. Click **Show images of the period** to choose pictures for the report. |
| **Schedule Summary (Package-wise)** | **Report Date**, **Area Level**, **Report Format**. |
| **Cost Summary (Package-wise)** | **Area Level**, **Report Format**. |
| **Cost Summary (Template-wise)** | **Report Format**. |
| **Portfolio Summary** | **Report Format**. |
| **Task-wise Cash Outflow (as per Budget)** | No other field. |
| **BOQ-wise Cash Outflow (as per Budget)** | No other field. |

**Area Level** is a word that you type, such as Flat, Floor or Slab. It is case-sensitive. The two package-wise reports need it. Superwise shows **Search string is needed to generate Package-wise Summary Report** if it is empty.

## How to generate an MIS report

1. In **Report Type**, choose **MIS**.
2. In **Page Size**, choose **A2** or **A4**.
3. For **A2**, choose one **Report Section**. The choices are:
   - **Task Summary**, **Task Forecast**, **Task Forecast (at Budgeted Rate)** and **Task Forecast (% Completion)**.
   - **BOQ Summary**, **BOQ Forecast** and **BOQ Forecast (at Budgeted Rate)**.
4. For **A4**, choose one or more sections. The choices are:
   - **Task Summary (Cost-wise)**, **Task Summary (Schedule-wise)** and **Baseline Schedule**.
   - **Labour Report**.
   - **Material Consumption Forecast**, **Material Procurement Schedule**, **Material Variation Report** and **Unplanned Material Purchases**.

![The A4 sections of the MIS report. Mark 1 is Page Size. Mark 2 is Report Section.](../media/report-generate-mis-a4.png)

5. Fill the extra fields that appear. See the table below.
6. Click **Generate Report**.

| Field | When it appears |
| --- | --- |
| **Include Cover Page?** | For every MIS report, except A2 **Task Forecast (% Completion)**. |
| **Include Cost Graph** | A2 **Task Summary**, **Task Forecast**, **BOQ Summary**, **BOQ Forecast**. |
| **Tasks Summary Level** | A2 task sections. A4 **Task Summary (Cost-wise)**, **Task Summary (Schedule-wise)** and **Baseline Schedule**. |
| **BOQ Summary Level** | A2 BOQ sections. |
| **Quantity Based Report?** | A2 **BOQ Summary** and **BOQ Forecast**. |
| **Forecast Type** and **Forecast Start Date** | The forecast sections. **Forecast Type** is **WEEKLY** or **MONTHLY**. The start date must be after today. |
| **Report Dates** | A2 **Task Summary** and **BOQ Summary**. A4 **Labour Report**, **Task Summary (Cost-wise)**, **Task Summary (Schedule-wise)** and **Baseline Schedule**. |
| **Images** | A4 **Task Summary (Schedule-wise)**. |

## What the fields mean

| Name | What it means |
| --- | --- |
| **Project** | The project of the report. |
| **Report Type** | The kind of report. |
| **Report Date Type** | **Single** is one day. **Range** is many days. |
| **Report Dates** | The first and the last day. |
| **Vendor (optional)** | Limits the report to one vendor. |
| **Month Selection** | The month of a monthly report. |
| **Page Size** | The paper size of an MIS report. |
| **Report Section** | The areas or sections that the report holds. |
| **Include Cover Page?** | Adds a cover page. |
| **Force Inventory Table** | Always prints the inventory table. |
| **Exclude Resources Not In Stock** | Leaves out resources with no stock. |
| **Report Format** | **PDF** or **XLS**. A2 **Task Forecast (% Completion)** is always **XLS**. |

## If something goes wrong

| What you see | What to do |
| --- | --- |
| **Please select at least 1 Report Section** | Choose an area in **Report Section**. |
| **Search string is needed to generate Package-wise Summary Report** | Type an **Area Level**. |
| **The generated Report does not contain any data** | Choose another period. |
| **Please select a date range for the project** | Choose the dates, or click **Planned Start** and the other date shortcuts. |
| **An error occurred while generating the report. Please try again later** | Try again. If it fails again, tell your administrator. |

## Related pages

- [Reports](index.md)
- [Schedule a report](schedule-report.md)
- [Daily report](daily-progress-report.md)
- [Daily summary](../daily-summary/index.md)
- [Schedule summary](../schedule-summary/index.md)