Reports and printing

The Reports menu on the Schedule’s top toolbar is where the schedule comes off the screen: a printed chart for the site office, a lookahead for the trades, and reports that answer the questions you get asked every week.

Printing the chart

Reports › Print or save as PDF… asks what to print:

Choose	What you get
The whole job	Every task, start to finish
Lookahead next 2, 3 or 6 weeks	Only the tasks happening in those weeks
Dates I choose	Any stretch you set

Then tick what to show: the trade on each task, the booked dates, the baseline. Leave out finished tasks keeps a job six months in down to what is left. If the Stage picker is set, only that stage prints.

It prints landscape: the task list on the left, the bars scaled to fit the page, the headings repeated on every page and a line for today. The link arrows are left off on purpose — on paper they turn into a tangle nobody can follow.

To get a file, choose Save as PDF as the printer. For a long job, A3 keeps it readable.

Lookahead

Reports › Lookahead (2, 3 or 6 weeks)… goes straight to the short version. It keeps only the tasks happening in those weeks — including ones already under way — plus the groups they sit in, so each task still reads in context.

It is the sheet for a site meeting or a trade: what is on, and who is on, over the next fortnight or so. Nobody on site needs the whole programme.

This job

Report	What it shows
Who is doing what	The tasks grouped by trade. Tick to include finished work
Due and upcoming	What is late, what should have started, and what starts or finishes in the next 7, 14 or 28 days
Progress	Each stage: tasks, finished, percent done, planned finish and how many are late. Then every task with its status — Finished, Under way, Should have started, Late, Not started — and its delay days
Progress claims	Each contract stage, the task it is linked to, that task’s percent done, the expected date, and Ready to claim once the task is 100% done
Delay report	The delays recorded on this job
Export tasks to Excel	Every task, in outline order, as a file Excel opens

Progress weights percent done by working days, so a finished ten-day frame counts for more than a finished one-day clean. It is the honest answer to “how far along are we?”

Progress claims also shows each stage’s amount including GST, and the total ready to claim, if you are allowed to see cash flow. Stages are linked to tasks under Contract stages. A claim that is ready and not yet sent is money you are waiting for without asking.

Export tasks to Excel has the dates, days, percent done, critical path, float, delay days, trade, booked dates and booking status, milestone and note for each task — and the cost, if you are allowed to see it.

All jobs

The same questions, across the business. These only include jobs you have access to.

Report	What it shows
Due and upcoming	As for one job, and includes late work from the last six months
Who is doing what	Each trade’s work over the next 7, 14, 28 or 56 days — booked dates where there is a booking, otherwise planned
Progress	Each job side by side: site manager, tasks, finished, percent done, late, delay days and the last finish date
Delays	Delays recorded in the last 30, 90, 180 or 365 days — by job, by cause, and every delay

Delays by cause is the one to look at once a quarter. If one supplier or one inspection keeps turning up, that is a conversation worth having before the next job.

Printing and downloading a report

Every report has Print, which prints portrait, and Download for Excel, which gives you the same rows as a file to sort, filter or send on.

Take the lookahead to the site meeting

A two-week lookahead, printed with trades and booked dates, is the agenda: go down it, confirm each trade, and anything nobody can vouch for is the thing to chase.