How to View Reports
The Reporting module allows administrators, project managers, and site managers to generate detailed reports based on project data, tasks, engineer submissions, score calculations, and installation progress.
Reports provide valuable insight into project performance and help stakeholders monitor project completion, engineer productivity, installation activities, and revenue progress.
All reports can be viewed directly within the system and exported to Microsoft Excel for further analysis and distribution.
Accessing the Reporting Module
Purpose: The Reporting module provides access to project reporting and analytics tools.
Steps:
- Navigate to Task Management > Reporting.
- The Reporting page will open.
- Use the available filters to generate reports.
Understanding the Reporting Screen
The Reporting screen allows users to generate customized reports based on project information.
The reporting screen includes:
- Select Project filter.
- Field selection dropdown.
- Sector selection filter.
- Search button.
- Report results table.
- Download Excel option.
Selecting Projects
Purpose: Reports must be generated against one or more projects.
Steps:
- Locate the Select Project dropdown.
- Select one or more projects.
- Verify the selected projects.
Multiple projects can be selected simultaneously when generating consolidated reports.
Selecting a Report Field
Purpose: The selected field determines how report data will be grouped and displayed.
Steps:
- Locate the Field dropdown.
- Select the required reporting field.
Common reporting fields include:
- Sector
- Zone
- Component ID
- Path
- Component ID Path
- Cable / Device Type
- Component Category
- Installation Type
Available fields may vary depending on the project configuration and imported project data.
Selecting Sectors or Categories
Purpose: Additional filters allow users to narrow report results and focus on specific project areas.
Steps:
- Select one or more sectors from the available list.
- Select additional categories if required.
- Verify the selected filters.
Generating a Report
Purpose: Generate a report using the selected project and filter criteria.
Steps:
- Select one or more projects.
- Select a reporting field.
- Select sectors or categories if required.
- Click Search.
- Wait for the report to load.
The report results will be displayed on the screen.
Understanding Report Results
The report results display summarized project information grouped according to the selected field.
Report results may include:
- Total Components.
- Total Tasks.
- Total Installations.
- Total Points.
- Completed Points.
- Remaining Points.
- Total Revenue.
- Completed Revenue.
- Remaining Revenue.
- Completion Percentage.
- Cable Length Totals.
- Device Quantities.
The exact values displayed depend on the selected report type and project configuration.
Viewing Reports by Sector
Purpose: Analyze project progress based on sectors.
Steps:
- Select the required project.
- Select Sector as the reporting field.
- Select one or more sectors.
- Click Search.
The report will display installation and performance data grouped by sector.
Viewing Reports by Zone
Purpose: Analyze project progress based on zones.
Steps:
- Select the required project.
- Select Zone as the reporting field.
- Select one or more zones.
- Click Search.
The report will display project data grouped by zone.
Viewing Reports by Component
Purpose: Monitor installation progress and completion at the component level.
Steps:
- Select the required project.
- Select Component ID or Component ID Path.
- Click Search.
The report will display information grouped by component records.
Viewing Reports by Cable or Device Type
Purpose: Analyze installation activities based on equipment categories.
Steps:
- Select the required project.
- Select Cable / Device Type as the reporting field.
- Click Search.
The report will display information grouped by cable or device categories.
Exporting Reports to Excel
Purpose: Download report data for offline review, customer reporting, or additional analysis.
Steps:
- Generate the required report.
- Review the report results.
- Click Download Excel.
- Wait for the file to download.
- Open the Excel file for review.
Using Reports for Project Monitoring
Reports provide valuable information for tracking project performance and identifying areas that may require attention.
Reports can be used to:
- Monitor installation progress.
- Track engineer productivity.
- Review completion percentages.
- Identify delayed work.
- Monitor project revenue.
- Prepare customer updates.
- Support project review meetings.
- Validate project completion status.
Relationship Between Reports and Engineer Submissions
Reports are generated using project information and data submitted by engineers through the mobile application.
As engineers submit installation updates, testing results, comments, photographs, and completion information, report data is automatically updated.
This ensures that reports always reflect the latest project information available within the system.
Best Practices
- Review reports regularly throughout the project lifecycle.
- Verify engineer submissions before relying on report data.
- Use filters to focus on specific project areas.
- Export reports for project meetings and customer updates.
- Monitor completion percentages frequently.
- Review revenue completion against project targets.
- Generate reports after significant engineer submissions.
- Validate report results before project closure.
Frequently Asked Questions
Can I generate reports for multiple projects?
Yes. Multiple projects can be selected simultaneously when generating reports.
Can I export reports?
Yes. Reports can be exported to Microsoft Excel using the Download Excel option.
Why do report values change over time?
Report values are automatically updated as engineers submit new information and project data changes.
Can I filter reports by sector or zone?
Yes. The Reporting module supports filtering by sectors, zones, and other project-specific fields.
Summary
The Reporting module provides comprehensive project reporting capabilities that allow administrators and managers to monitor project progress, analyze installation data, review engineer performance, and track project completion. By using project filters and reporting fields, users can generate detailed reports and export them for further analysis and reporting purposes.