Ad hoc reports

You can create ad hoc reports that are organized based on custom data views. You can also customize them by editing fields in the header and footer.

  • In most cases, numbers in a report are rounded to whole numbers.
  • If a report isn't downloaded, add trimble.com to the list of allowed sites for pop-ups, or turn off the pop-up blocker.
  • For best results, open PDFs in Adobe Acrobat Reader.

Viewing, saving, and distributing options

The following options are available for viewing, saving, and distributing reports:
  • View: The report is displayed in your browser.
  • Download: The report is downloaded to your computer.
  • Email: The report is sent as an email attachment.
    Note: If you select Excel as the report format, the Email option isn't available.
    If the recipient is not a user or contact in the current portfolio or project, enter their complete email address and select the option to add them as an external user.
    Note: External email addresses cannot be added by pressing the Enter key. You must explicitly select the Add button in the drop-down menu.

    Emailing reports or printing to email logs a detailed audit trail under the record's History tab, recording all To, CC, and BCC recipient addresses.

You can also preview and generate the ad hoc report from the settings after you customize the header and footer for the data view.

Figure 1. View list in the RFI data view

Create an ad hoc report

You can create an ad hoc report with a customized header and footer.

If the report contains a large number of columns, you can adjust the paper size when you print the report to PDF.

Figure 2. Changing the paper size
  1. Create or open a custom view
  2. Optionally, you can customize the report header and footer for this data view.
    1. In the View list, select (Settings) by the custom data view.
    2. On the Report Settings tab, drag and drop fields between the Removed Fields and Displayed Fields sections.
    3. Select Save.
  3. Optionally, in the data view, select the checkbox () for each item that will be included.
    Note:
    • The Ad-Hoc Template tab isn't displayed if a single item is selected.
    • If no checkboxes are selected, all the items in the current view are included in the report.
  4. On the navigation toolbar, select (Print Report).
    Alternatively, in the View list of the data view, select (Print Report).
  5. In the Print Report dialog, select the Ad-Hoc Template tab.
  6. Optionally, set the report options.
    1. Select a different custom view.
      Note: The filters in the selected view are applied to the items that were originally included and may result in an empty report.
    2. Edit the report name.
  7. Optionally, to include items from projects that you have access to, select (Open) in the Projects list, and then select the projects.
    • The Projects list is only displayed in the Print Report dialog if you select (Print Report) while no items are selected.
    • The search filters, including search terms, in the current project are applied in each selected project.
    • Feature, record, and field permissions are applied in each selected project.
  8. On the button, select , and then select an option:
    • View
    • Download
    • Email
    1. Optionally, you can edit the subject line.
    2. In the To field, select to choose a contact, or select to find or create a contact.
      Note: To receive a copy of the email, select your name in the To, CC, or BCC field.
    3. Optionally, in the Body field, enter a message.
      Tip: To format the message, select the text, and then select a button on the toolbar.

      1. Select the font type.

      2. Select the text size.

      3. Apply a character style.

      4. Change the text or background color.

      5. Insert a numbered or bulleted list.

      6. Decrease or increase the indent.

      7. Remove all applied styles.

      Note the following:
      • The indent, text size, and font type aren't applied in emails.
      • Emails don't include images that are pasted into the message.
    4. If the PDF report is for a single item with linked files, select the files and how they will be included in the report.
      Note: For the Attachment option, linked files are attached in a ZIP folder or attached directly to the email, depending on the report setting.

      (See Report templates.)

    5. Select Send.