Basics of Reports

Basics of Reports

Purpose:

To easily and quickly get you the data you need to help you run your business..

Background:

Within Contractor Foreman there are multiple pre-built reports for you to use. And we are adding more all the time.

Points to Remember:

All Reports are designed to provide you with all the data you need. To save your work, click the blue Save button.

Steps to Create a Report:

  1. Navigate to Main Menu.
  2. Click on
  3. Enterthe followinginformation:

Create a New Custom Report:

Bills Report:

  • Add a Column: Select from drop-down.
    • Amount Paid
    • Bill #
    • Date Added
    • Date Modified
    • Is Archived
    • Notes
    • Project
    • Term
  • Remove Column: Select from drop-down.
    • Amount
    • Balance Due
    • Bill Date
    • Due Date
    • Vendor
  • Add Filter: Select from drop-down.
    • Amount
    • Amount Paid
    • Balance Due
    • Bill #
    • Bill Date
    • Date Added
    • Date Modified
    • Due Date
    • Is Archived
    • Notes
    • Project
    • Term
    • Vendor
  • Name:
  • Description:

Change Orders Report:

  • Add a Column: Select from drop-down.
    • Approved By
    • Billed To
    • Date Added
    • Date Modified
    • Is Archived
    • Original Estimate
    • Requested By
    • Total
  • Remove Column: Select from drop-down.
    • Billing Status
    • CO #
    • Description
    • Order Date
    • Project
    • Subject
    • Time/Days Delay
  • Add Filter: Select from drop-down.
    • Approved By
    • Billed To
    • Billing Status
    • CO #
    • Date Added
    • Date Modified
    • Description
    • Is Archived
    • Order Date
    • Original Estimate
    • Project
    • Requested By
    • Subject
    • Time/Days Delay
    • Total
  • Name:
  • Description:

Contractors Report:

  • Add a Column: Select from drop-down.
    • City
    • Company Name
    • Date Added
    • Date Modified
    • Email
    • Fax
    • Is Archived
    • Notes
    • Phone
    • State
    • Tax ID
    • Title
  • Remove Column: Select from drop-down.
    • Cell
    • First Name
    • Last Name
    • Street
    • Street 2
    • Zip
  • Add Filter: Select from drop-down.
    • Cell
    • City
    • Company Name
    • Date Added
    • Date Modified
    • Email
    • Fax
    • First Name
    • Is Archived
    • Last Name
    • Notes
    • Phone
    • State
    • Street
    • Street 2
    • Tax ID
    • Title
    • Zip
  • Name:
  • Description:

Correspondence Report:

  • Add a Column: Select from drop-down.
    • # of Days Delayed
    • Change Order
    • Correspondence Type.
    • Date
    • Date Added
    • Date Modified
    • Description of issue.
    • Information Requested.
    • Is Archived
    • Issue Must be Resolved By
    • Notes
    • Notice Type
    • Plan Sheet Number
    • Referenced Area in Question
    • Resolution Date
    • Resolution or Response
    • Response Need By
    • Response Received
    • To
  • Remove Column: Select from drop-down.
    • From
    • Item #
    • Project
  • Add Filter: Select from drop-down.
    • # of Days Delayed
    • Change Order
    • Correspondence Type.
    • Date
    • Date Added
    • Date Modified
    • Description of issue.
    • From
    • Information Requested.
    • Is Archived
    • Issue Must be Resolved By
    • Item #
    • Notes
    • Notice Type
    • Plan Sheet Number
    • Project
    • Referenced Area in Question
    • Resolution Date
    • Resolution or Response
    • Response Need By
    • Response Received
    • To
  • Name:
  • Description:

Customers Report:

  • Add a Column: Select from drop-down.
    • City
    • Company Name
    • Date Added
    • Date Modified
    • Email
    • Fax
    • Is Archived
    • Phone
    • State
    • Title
  • Remove Column: Select from drop-down.
    • Cell
    • First Name
    • Last Name
    • Street
    • Street 2
    • Zip
  • Add Filter: Select from drop-down.
    • Cell
    • City
    • Company Name
    • Date Added
    • Date Modified
    • Email
    • Fax
    • First Name
    • Is Archived
    • Last Name
    • Phone
    • State
    • Street
    • Street 2
    • Title
    • Zip
  • Name:
  • Description:

Employee Write Up's Report:

  • Add a Column: Select from drop-down.
    • Date Added
    • Date Modified
    • Is Archived
    • Notes
  • Remove Column: Select from drop-down.
    • Discipline Type
    • Employee
    • Incident
    • Occurrence Type
    • Writeup date
  • Add Filter: Select from drop-down.
    • Date Added
    • Date Modified
    • Discipline Type
    • Employee
    • Incident
    • Is Archived
    • Notes
    • Occurrence Type
    • Writeup date
  • Name:
  • Description:

Employees Report:

  • Add a Column: Select from drop-down.
    • City
    • Company Name
    • Date Added
    • Date Modified
    • DOB
    • Email
    • Employee ID
    • Fax
    • Group
    • Hired Date
    • Is Archived
    • Notes
    • Phone
    • Released Date
    • SSN/ID
    • State
    • Title
    • Wage (Hr)
  • Remove Column: Select from drop-down.
    • Cell
    • First Name
    • Last Name
    • Street
    • Street 2
    • Zip
  • Add Filter: Select from drop-down.
    • City
    • Company Name
    • Date Added
    • Date Modified
    • DOB
    • Email
    • Employee ID
    • Fax
    • First Name
    • Group
    • Hired Date
    • Is Archived
    • Last Name
    • Notes
    • Phone
    • Released Date
    • SSN/ID
    • State
    • Street
    • Street 2
    • Title
    • Wage (Hr)
    • Zip
  • Name:
  • Description:

Estimates Report:

  • Add a Column: Select from drop-down.
    • Billed To
    • Date Added
    • Date Modified
    • Estimate #
    • Expiration Date
    • Is Archived
    • Notes
    • Project
    • Tax
    • Total
  • Remove Column: Select from drop-down.
    • Approved Type
    • Customer
    • Estimate Date
    • Scope of Work
    • Title
  • Add Filter: Select from drop-down.
    • Approved Type
    • Billed To
    • Customer
    • Date Added
    • Date Modified
    • Estimate #
    • Estimate Date
    • Expiration Date
    • Is Archived
    • Notes
    • Project
    • Scope of Work
    • Tax
    • Title
    • Total
  • Name:
  • Description:

Expenses Report:

  • Add a Column: Select from drop-down.
    • Account
    • Bank/Credit Account
    • Cost Code
    • Date Added
    • Date Modified
    • Expense Reason
    • Is Archived
    • Project
    • Vendor
  • Remove Column: Select from drop-down.
    • Amount
    • Expense Date
    • Expense Name
  • Add Filter: Select from drop-down.
    • Account
    • Amount
    • Bank/Credit Account
    • Cost Code
    • Date Added
    • Date Modified
    • Expense Date
    • Expense Name
    • Expense Reason
    • Is Archived
    • Project
    • Vendor
  • Name:
  • Description:

Incidents Report:

  • Add a Column: Select from drop-down.
    • Any Injuries
    • Date Added
    • Date Modified
    • Describe OSHA Violation
    • Description
    • Injury Description
    • Notes
    • OSHA Violation
    • People Involved
    • People Notified
    • Steps Taken to Correct
    • Witness
  • Remove Column: Select from drop-down.
    • Date
    • Incident #
    • Notified Date
    • Project
    • Type
  • Add Filter: Select from drop-down.
    • Any Injuries
    • Date
    • Date Added
    • Date Modified
    • Describe OSHA Violation
    • Description
    • Incident #
    • Injury Description
    • Notes
    • Notified Date
    • OSHA Violation
    • People Involved
    • People Notified
    • Project
    • Steps Taken to Correct
    • Type
    • Witness
  • Name:
  • Description:

Inspections Report:

  • Add a Column: Select from drop-down.
    • Agency
    • Assigned To
    • Date Added
    • Date Modified
    • Inspected By
    • Inspection Date
    • Inspection Status
    • Notes or Corrections Needed
    • Permit Expiry Date
    • Project
  • Remove Column: Select from drop-down.
    • Inspection #
    • Inspection Type
    • Permit #
  • Add Filter: Select from drop-down.
    • Agency
    • Assigned To
    • Date Added
    • Date Modified
    • Inspected By
    • Inspection #
    • Inspection Date
    • Inspection Status
    • Inspection Type
    • Notes or Corrections Needed
    • Permit #
    • Permit Expiry Date
    • Project
  • Name:
  • Description:

Invoices Report:

  • Add a Column: Select from drop-down.
    • Authorized By
    • Date Added
    • Date Modified
    • Description
    • End Date
    • Is Archived
    • Notes
    • Start Date
    • Status
    • Tax
    • Term
    • Total
  • Remove Column: Select from drop-down.
    • App Number
    • Customer
    • Due Date
    • Invoice #
    • Invoice Date
    • Project
    • Retainage
  • Add Filter: Select from drop-down.
    • App Number
    • Authorized By
    • Customer
    • Date Added
    • Date Modified
    • Description
    • Due Date
    • End Date
    • Invoice #
    • Invoice Date
    • Is Archived
    • Notes
    • Project
    • Retainage
    • Start Date
    • Status
    • Tax
    • Term
    • Total
  • Name:
  • Description:

Leads Report:

  • Add a Column: Select from drop-down.
    • Access/Gate Code
    • Assigned To
    • City
    • Company Name
    • Date Added
    • Date Modified
    • Email
    • Fax
    • Is Archived
    • Lead Value
    • Notes
    • Opportunity Name
    • Phone
    • Project Type
    • Quality
    • Referral Source
    • Stage
    • State
    • Title
  • Remove Column: Select from drop-down.
    • Cell
    • First Name
    • Last Name
    • Street
    • Street 2
    • Zip
  • Add Filter: Select from drop-down.
    • Access/Gate Code
    • Assigned To
    • Cell
    • City
    • Company Name
    • Date Added
    • Date Modified
    • Email
    • Fax
    • First Name
    • Is Archived
    • Last Name
    • Lead Value
    • Notes
    • Opportunity Name
    • Phone
    • Project Type
    • Quality
    • Referral Source
    • Stage
    • State
    • Street
    • Street 2
    • Title
    • Zip
  • Name:
  • Description:

Misc. Contacts Report:

  • Add a Column: Select from drop-down.
    • City
    • Company Name
    • Date Added
    • Date Modified
    • Email
    • Fax
    • Is Archived
    • Notes
    • Phone
    • Services Provided
    • State
    • Title
  • Remove Column: Select from drop-down.
    • Cell
    • First Name
    • Last Name
    • Street
    • Street 2
    • Zip
  • Add Filter: Select from drop-down.
    • Cell
    • City
    • Company Name
    • Date Added
    • Date Modified
    • Email
    • Fax
    • First Name
    • Is Archived
    • Last Name
    • Notes
    • Phone
    • Services Provided
    • State
    • Street
    • Street 2
    • Title
    • Zip
  • Name:
  • Description:

Notes Report:

  • Add a Column: Select from drop-down.
    • Date Added
    • Date Modified
    • Is Archived
    • Notes
    • Private: Visible only to me
    • Status
  • Remove Column: Select from drop-down.
    • Project
    • Title
  • Add Filter: Select from drop-down.
    • Date Added
    • Date Modified
    • Is Archived
    • Notes
    • Private: Visible only to me
    • Project
    • Status
    • Title
  • Name:
  • Description:

Payments (Invoice) Report:

  • Add a Column: Select from drop-down.
    • Date Added
    • Date Modified
    • Invoice #
    • Is Archived
    • Payment Date
  • Remove Column: Select from drop-down.
    • Amount
    • Approval Status
    • Payment Notes
    • Payment Type
  • Add Filter: Select from drop-down.
    • Amount
    • Approval Status
    • Date Added
    • Date Modified
    • Invoice #
    • Is Archived
    • Payment Date
    • Payment Notes
    • Payment Type
  • Name:
  • Description:

Projects Report:

  • Add a Column: Select from drop-down.
    • Budget Amount
    • Completion Date
    • Contract Amount
    • Customer
    • Date Added
    • Date Modified
    • End Date
    • Notice to Proceed
    • Permit Details
    • Project Description
    • Project Status
    • Project Type
    • Retention
    • State
    • Warranty Start Date
    • Zip
  • Remove Column: Select from drop-down.
    • Budget Amount
    • City
    • Internal Notes
    • Project ID
    • Project Name
    • Start Date
    • Street
    • Street 2
  • Add Filter: Select from drop-down.
    • Budget Amount
    • City
    • Completion Date
    • Contract Amount
    • Customer
    • Date Added
    • Date Modified
    • End Date
    • Internal Notes
    • Notice to Proceed
    • Permit Details
    • Project Description
    • Project ID
    • Project Name
    • Project Status
    • Project Type
    • Retention
    • Start Date
    • State
    • Street
    • Street 2
    • Warranty Start Date
    • Zip
  • Name:
  • Description:

Punchlists Report:

  • Add a Column: Select from drop-down.
    • Date Modified
    • Is Archived
  • Remove Column: Select from drop-down.
    • Date Added
    • Name
    • Project
    • Punchlist #
  • Add Filter: Select from drop-down.
    • Date Added
    • Date Modified
    • Is Archived
    • Name
    • Project
    • Punchlist #
  • Name:
  • Description:

Purchase Orders Report:

  • Add a Column: Select from drop-down
    • Approved By
    • Date Added
    • Date Modified
    • FOB Point
    • From
    • Is Archived
    • Notes
    • PO #
    • Ship To
    • Shipped Via
    • Total
  • Remove Column: Select from drop-down.
    • Billing Status
    • Order Date
    • Project
    • Subject
    • Supplier
    • Term
  • Add Filter: Select from drop-down.
    • Approved By
    • Billing Status
    • Date Added
    • Date Modified
    • FOB Point
    • From
    • Is Archived
    • Notes
    • Order Date
    • PO #
    • Project
    • Ship To
    • Shipped Via
    • Subject
    • Supplier
    • Term
    • Total
  • Name:
  • Description:

Schedule Report:

  • Add a Column: Select from drop-down.
    • Description
    • Duration
    • Employee
    • Planned/Original Date
    • Project
    • Type
  • Remove Column: Select from drop-down.
    • Assigned To
    • End Date
    • Start Date
    • Task Name
  • Add Filter: Select from drop-down.
    • Assigned To
    • Description
    • Duration
    • Employee
    • End Date
    • Planned/Original Date
    • Project
    • Start Date
    • Task Name
    • Type
  • Name:
  • Description:

Schedule of Values Report:

  • Add a Column: Select from drop-down.
    • Description
    • Project
  • Remove Column: Select from drop-down.
    • MU
    • Qty
    • Source
    • Subject
    • Total
    • Unit Cost/Unit
  • Add Filter: Select from drop-down.
    • Description
    • MU
    • Project
    • Qty
    • Source
    • Subject
    • Total
    • Unit Cost/Unit
  • Name:
  • Description:

Sub-Contracts Report:

  • Add a Column: Select from drop-down.
    • Agreement #
    • Date
    • Date Added
    • Date Modified
    • Is Archived
    • Issued By
    • Response
    • Total
    • Work Retainage %
  • Remove Column: Select from drop-down.
    • Project
    • Sub-Contractor
    • Subject
  • Add Filter: Select from drop-down.
    • Agreement #
    • Date
    • Date Added
    • Date Modified
    • Is Archived
    • Issued By
    • Project
    • Response
    • Sub-Contractor
    • Subject
    • Total
    • Work Retainage %
  • Name:
  • Description:

Time Cards Report:

  • Add a Column: Select from drop-down.
    • Any Injury?
    • Cost Code
    • Date Added
    • Date Modified
    • Injury Notes
    • Is Archived
    • Tag
  • Remove Column: Select from drop-down.
    • Clock In
    • Clock Out
    • Notes
    • Project/Location
    • Type
  • Add Filter: Select from drop-down.
    • Any Injury?
    • Clock In
    • Clock Out
    • Cost Code
    • Date Added
    • Date Modified
    • Injury Notes
    • Is Archived
    • Notes
    • Project/Location
    • Tag
    • Type
  • Name:
  • Description:

To Do's Report:

  • Add a Column: Select from drop-down.
    • Date Added
    • Date Modified
    • Description
    • Due Date
    • Notes
    • Private: Visible only to me
    • Tag
  • Remove Column: Select from drop-down.
    • Priority
    • Project
    • Status
    • Task Name
    • To Do Date
  • Add Filter: Select from drop-down.
    • Date Added
    • Date Modified
    • Description
    • Due Date
    • Notes
    • Priority
    • Private: Visible only to me
    • Project
    • Status
    • Tag
    • Task Name
    • To Do Date
  • Name:
  • Description:

Vehicle Logs Report:

  • Add a Column: Select from drop-down.
    • Date Modified
    • End Mileage
    • Is Archived
    • Last Oil Change
    • Last Tire Rotation
    • Needs Maintenance
    • Notes
    • Project
    • Purpose
    • Start Mileage
    • Toll ($)
    • Total Miles Based on Tripe Mileage
  • Remove Column: Select from drop-down.
    • Date Added
    • Destination
    • Employee
    • Start Location
    • Vehicle
  • Add Filter: Select from drop-down.
    • Date Added
    • Date Modified
    • Destination
    • Employee
    • End Mileage
    • Is Archived
    • Last Oil Change
    • Last Tire Rotation
    • Needs Maintenance
    • Notes
    • Project
    • Purpose
    • Start Location
    • Toll ($)
    • Total Miles Based on Tripe Mileage
    • Vehicle
  • Name:
  • Description:

Vendor Report:

  • Add a Column: Select from drop-down.
    • Account
    • Billing Rate (Hr)
    • City
    • Company Name
    • Date Added
    • Date Modified
    • Email
    • Fax
    • Is Archived
    • Name on Check
    • Notes
    • Opening Balance
    • Phone
    • State
    • Tax ID
    • Term
    • Title
    • Website
  • Remove Column: Select from drop-down.
    • Cell
    • First Name
    • Last Name
    • Street
    • Street 2
    • Zip
  • Add Filter: Select from drop-down.
    • Account
    • Billing Rate (Hr)
    • Cell
    • City
    • Company Name
    • Date Added
    • Date Modified
    • Email
    • Fax
    • First Name
    • Is Archived
    • Last Name
    • Name on Check
    • Notes
    • Opening Balance
    • Phone
    • State
    • Street
    • Street 2
    • Tax ID
    • Term
    • Title
    • Website
    • Zip
  • Name:
  • Description:

Work Order Report:

  • Add a Column: Select from drop-down.
    • Approved By
    • Assigned To
    • Billed To
    • Date Added
    • Date Modified
    • Is Archived
    • Issued By
    • Location
    • Notes
    • Order #
    • Project
    • Response
    • Service Date
    • Status
    • Total
    • Work Description
  • Remove Column: Select from drop-down.
    • Drawing
    • Subject
    • Type
  • Add Filter: Select from drop-down.
    • Approved By
    • Assigned To
    • Billed To
    • Date Added
    • Date Modified
    • Drawing
    • Is Archived
    • Issued By
    • Location
    • Notes
    • Order #
    • Project
    • Response
    • Service Date
    • Status
    • Subject
    • Total
    • Type
    • Work Description
  • Name:
  • Description:

Saved (Custom) Reports:

Here you will find all the Custom Report that you have saved.

Time Card Report:

· Time Card by Employee:

A basic report that shows how much time the employee worked during a given time period. Includes modified time cards. Fields Shown; Employee, Time.

· Employee Hours by Project:

A basic report that shows how much time the employee spent on a given project per time period. Includes modified time cards. Fields Shown; Project, Employee, Time Per Project

· Employee Hours by Cost Code:

A simple report that shows how much time the employee spent on a given cost code per project. Included modified time cards. Fields Shown; Employee, Project, Cost Code, Time Per Code.

· Total Time by Employee:

A detailed daily report of an employee's time card activity. Fields Shown; Employee, Date, Project, Clock In, Clock Out, Total Breaks, Work Hours, Total Hours, Modified Clock In, Modified Clock Out, Modified Total Breaks, Modified Work Hours, Modified Total Hours.

· Total Time by day of week:

A basic report that shows the total time worked per employee regardless of Project or Cost Code. Includes modified time cards. Fields shown; Employee, Date, Time & Total.

· Total Time by Activity:

A detailed report that shows each unique event based on Project, Cost Code, Date or Employee. Includes modified time cards. Fields Shown; Date, Employee, Employee #, Project, Project #, Tags, Cost Code, Time, Notes

Payment Report:

· Payment by Customer

· Payment by Project

Job Costs:

· Budget vs Actual Labor Report

· Job Costing Per Project

· Job Cost Report (Detailed)

Contract & Renewals:

· Contractors Licenses

· Contractors Insurance

· Employee Training

· Contacts

Punchlists by Submittals:

· Punchlist by Project

· Punchlist by Assigned To

· Submittals

Equipment Report:

· Equipment Log by Total Hours

· Equipment Log by Usage

· Equipment Log by Location

· Insurance, Registration & Inspection

Vehicle Report:

· Vehicle Log by Date Range

·&n

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