About Operational Reporting with Viewpoint Analytics

Operational Reporting allows you to access your Team data using Viewpoint Analytics. You can create and modify reports to visualize the data, and easily share those reports with others in your organization. Currently, you can view and create reports for Submittals, Daily Logs, and RFIs.

Note: In order to view or create reports, a user must first be assigned an Analytics role by the Enterprise Admin. See Edit a User for details on editing a user's access level.
Note: If your company’s subscription for Vista or Spectrum is part of our Trimble Construction One contract, and if your company is located in North America, you can take advantage of Viewpoint Analytics to analyze data for your ERP as well as your Team data. For all other North America customers, you can take advantage of Operational Reporting, which provides Analytics reporting for your Submittals, Daily Logs, and RFI data.
With Operational Reporting, you can take advantage of your project data in a number of ways:
  • View a pre-set standard report to analyze Submittals, RFIs, or Daily Logs data for your projects. You can access standard reports for project data in two ways:
    • From the ViewpointOne home page, under Analytics, select View Standard Reports.
    • From the Submittals, RFIs, or Daily Logs tab in your project, select the Reporting option, and then select a report from the drop-down menu. In this case, the report shows only data that applies to that project. For details, see View a Standard Report.
  • Create a custom report to analyze specific Submittals, Daily Logs, or RFI information for your project. You can create a custom report in two ways:
    • From the ViewpointOne home page, under Analytics, select the plus icon. For details, see Create a Report from the Home Page.
    • From the Submittals, RFIs, or Daily Logs tab in your project, select the Reporting option, and then select the new report option from the drop-down menu. In this case, the report shows only data that applies to that project. For details, see

    Create a report in the My Reports folder to make it available only to your account. Create a report in the Public Reports folder to make it available to all Viewpoint Analytics users in your enterprise.

    Tip: If you create a report in the My Reports folder and want to make it available in the Public Reports folder, you can open the report, select the Additional Options button , and then Copy Report to save a copy of the report to Public Reports. Note that this requires an Analytics role of Admin.
  • Open a public report directly from your project dashboard. For details, see Access Public Reports from the Project Dashboard.

The Viewpoint Analytics Help includes detailed information about viewing and creating reports in Viewpoint Analytics.
Note: Data from Team (for example, Submittals) is updated every five minutes. Note that Viewpoint Analytics only provides data for projects that are available in Team.