---
title: Reports
summary: Find the right report for your project, from daily site reports to monthly management reports, and learn which screen produces it.
menu: Reports
route: /reports/generate
who: 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.](../media/report-generate-start.png)

## 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](generate-report.md) |
| To see the daily report of a date range on the screen | **Daily Report** | [Daily report](daily-progress-report.md) |
| A management report for the client or the head office | **Report Generation**, type **MIS** or another summary type | [Generate a report](generate-report.md) |
| The same report sent by e-mail or WhatsApp on a fixed day | **Schedule this Report** | [Schedule a report](schedule-report.md) |
| Totals of one list that I can click into, level by level | **Report view** on a list screen | [Drilldown reports](drilldown-reports.md) |

Two short books give the quick answers for the most asked reports: [Daily summary](../daily-summary/index.md) and [Schedule summary](../schedule-summary/index.md).

## 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.](../media/report-generate-types.png)

## 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. |

## Related pages

- [Generate a report](generate-report.md)
- [Daily report](daily-progress-report.md)
- [Schedule a report](schedule-report.md)
- [Drilldown reports](drilldown-reports.md)