Reports Tab
The Reports tab provides structured, exportable document control reports for the active project. Use these reports for project status updates, client deliverable evidence, external audits, and project closeout packages. Each report can be filtered before export and is generated live from the current register state.
Available reports
Document Register Export
A full or filtered snapshot of the document register, including all metadata fields and current status. Use for handover packages and audit evidence of document completeness.
| Filter option | Options |
|---|---|
| Status | One or more statuses (Draft, Approved, Under Review, etc.) |
| Discipline | One or more discipline codes |
| Document type | One or more document type codes |
| Zone | One or more zone codes |
| Package | Specific work package reference |
| Date range | Created date or last updated date |
| Owner | Specific team member |
Export formats: Excel (full field set), PDF (summary table)
Transmittal Register
A log of all issued transmittals for the project, with issue dates, recipients, acknowledgement status, and document lists.
| Column | Description |
|---|---|
| Transmittal number | Auto-generated reference |
| Title | Transmittal title |
| Purpose | For Approval, For Review, For Information, As Requested |
| Issue date | Date the transmittal was dispatched |
| Recipients | Primary and CC recipients |
| Document count | Number of documents in the transmittal |
| Acknowledgement status | Pending / Partial / Complete with timestamp for last acknowledgement |
Filter options: Date range, purpose, recipient, acknowledgement status, document reference
Export formats: Excel, PDF
Workflow Status Summary
A summary of all workflows created for the project, showing template used, initiator, current status, step completion rates, and time in review.
| Column | Description |
|---|---|
| Workflow reference | Document number + workflow name |
| Template | Workflow template used |
| Initiator | Team member who started the workflow |
| Started | Start date |
| Status | Active, Completed, Rejected, Overdue, Cancelled |
| Steps completed | e.g., "2 / 4" |
| Duration (days) | Calendar days since workflow started |
Filter options: Date range, template, initiator, status
Export formats: Excel, PDF
Review Response Summary
Analyses reviewer performance: response rates, average response time, overdue frequency, and decision breakdown (approve / approve with comments / reject / no response).
| Metric | Description |
|---|---|
| Reviewer name | Team member |
| Steps assigned | Total steps assigned in the period |
| Steps completed | Steps where a response was submitted |
| Response rate | Completed / assigned (%) |
| Average response time | Mean calendar days from step activation to response |
| Overdue count | Steps where response was submitted after due date |
| Decision breakdown | Count of approve / approve with comments / reject responses |
Filter options: Date range, reviewer, template, document type
Export formats: Excel, PDF
Correspondence Log
A filtered log of all correspondence items (RFIs, NCRs, TQs, etc.) with type, status, sender, recipients, dates, and response status.
Filter options: Date range, type (RFI/NCR/TQ/etc.), status, sender, recipient, priority
Export formats: Excel, PDF
Overdue Actions Report
A consolidated list of all items currently past their due date, grouped by type and owner. Used for escalation reporting and SLA compliance monitoring.
Filter options: Item type (workflow step / transmittal / correspondence), responsible user, date range, project
Export formats: Excel, PDF
Exporting a report
- Select the report from the Reports tab.
- Apply filters as needed.
- Click Export.
- Choose PDF or Excel.
- The report downloads immediately. Large reports may take a few seconds to generate.
Related
- Audit Trail — event-level export for compliance evidence
- Transmittals Guide — transmittal lifecycle detail
- Work Packages Guide — package-level reporting