View a Forms Report

Create a Forms Report to view basic information about the forms on a project in a PDF report. You can select how to group and sort the report.

The filters applied to the list of forms are applied to the report. If you want to filter the data in the report, apply a filter to the list of forms before generating the report. See Filter the List of Forms.
Note: If you have a large number of forms, this report could be very long. Use filters to limit the forms included and make the report more useful.
  1. Click on Forms in the header.
  2. Click the Actions button and select Forms Reports.
    The Forms Report window appears.
  3. In the Group By field, select the option for how you want to group forms on the report.
    • Created Date
    • Due Date
    • Issued By Organisation
    • Issued To Package
    • Issued To Organisation
    • Location
    • Status
    • Type
  4. In the Sort By field, select the option for how you want to sort the forms on the report.
    • Created Date
    • Description
    • Due Date
    • Issued By Organisation
    • Issued To Organisation
    • Issued To Package
    • Location
    • Reference
    • Status
  5. In the Image Size field, select the size for images attached to forms to appear in the report.
  6. If you want to include the plan drawing for this project, select Show Plan.
  7. If you want to include any photographs or other images associated with the forms on this project, select Show Images.
    View a brief video of the plan and image report options:

  8. Click View Report.
    The report opens in a new browser tab or window, depending on your browser settings.
  9. From within the report, you can click on an REF number to open or save the PDF of that form.