Project Log Report screen

Use the Project Log Report screen to create a simple report of information by project. The report can be generated in one of three different formats, where each format displays different set of information. You can print or save this report.

Available formats for the Project Log Report include:

  • Project Location List - lists project names and addresses in a portrait orientation. If a project includes directions, the directions are printed under the address.
  • Project Gross Profit - lists both the estimated and actual amounts for contract, budget, and profit in a landscape orientation. Estimated and actual amounts are totaled by company.
  • Project Cash Flow - shows cash received, cash paid, and net cash flow by project in a portrait orientation. Amounts are totaled by company.

Start with one of the formats listed above and modify as needed to show the desired information.

To open the Project Log Report screen, go to Projects > Reports > Project Log Report.

You can control the output of the Project Log Report by entering details in one or more of the following fields on the Options tab:
  • Select Format - Select the format to use for this report.
  • Period Start Date - Enter the start date for the report, select the date from a date picker, or enter a date formula. If you want to save the information in the date field when you save the report options, you must use a date formula.
  • Period End Date - Enter the end date for the report, select the date from a date picker, or enter a date formula. If you want to save the information in the date field when you save the report options, you must use a date formula.
  • Exclude Projects Completed Through - Select the date through which to exclude completed projects.
  • Company - Select to choose one or more companies for the report. If no companies are selected, all companies appear in the report.
  • Division - Select one or more divisions for the report. If no divisions are selected, all divisions appear in the report.
  • Project - Select one or more projects for the report. If no projects are selected, all projects appear in the report.
  • Project Status - Select the project status for the report. Select Both to show both active and inactive projects in the report.
  • Project Classification - Select one or more project classifications for the report. If no classifications are selected, all classifications appear in the report.
  • Project Manager - Select one or more project managers for the report. If no project managers are selected, all project managers appear in the report.
  • Customer - Select one or more customers for the report. If no customers are selected, all customers appear in the report.
  • Exclude Projects with Contracts < - Enter a contract amount below which projects should be excluded from the report. Enter 0 to include all projects in the report.
  • Summarize Projects with Contracts < - Enter a contract amount below which projects are summarized in the report. A single summary line is shown in the report for all projects that fall below this amount, including projects below the amount entered in the Exclude Projects with Contracts < field.
  • Transactions To Include - Select Posted to show only posted transactions in the report. Select Posted and Pending to show both posted and pending transactions in the report. Select Posted, Pending and Committed to show all transactions in the report.
  • Include Pending COs in Contract Amount - Select the checkbox to include amounts from pending change orders in the Gross Profit report when sorting by Contract Amount. This affects the order in which projects are listed. Clear the checkbox to include only amounts from approved change orders in the Gross Profit report.
  • Consolidate Sub Projects and Master Project - Select the checkbox to show the sum of cost codes across master and subprojects, when the cost codes match. Clear the checkbox to show subproject details.
  • Sort By - Select Project Manager to sort the report by project manager. Select Division to sort the report by division. Select Project to sort the report by project. Select Contract Amount to sort the report by contract amount from highest to lowest.
  • Round Values to Whole Dollars - Select No to show all dollar amounts in the report without rounding. Select Yes to round all dollar amounts in the report to the nearest dollar.
Tip: You can use the Modify Reports screen to customize the format and layout of this report.