Reports
The Reports tab in the Insight module displays all reports generated in the past 30 days in:
- Project Management
- Field Management
- Document Management
You can also create, share, and schedule custom reports based on pre-defined templates.
The Recent and Saved tabs contain aggregated report data related to issues, checklists, documents, submittals, daily logs, and RFIs, allowing you to monitor and manage your project workflows at a high level.
Note: You must have access to Insight to view the Reports tab. The reports you can view are based on your access to project modules and the permissions associated with your role. For more information, see Visual Workflow: Get Started with Insight. Currently, only project administrators can create reports on the Reports tab.
Report Types in Insight
The table below lists the report types available in Insight.
| Module | Reports | Document Management | Issue Detail Issue Summary Document Log |
| Field Management | Checklist Summary Checklist Detail Issue Detail Issue Summary Daily Log Detail |
| Project Management | RFI Detail RFI Summary Submittal Item Detail Submittal Item Summary |
Note: The Issue Summary Report for Document Management and Field Management is available in PDF and Excel formats. The Excel format is recommended for larger data sets.
Data Limitations
The report types contain different limits on the amount of data included in each report. Refer to this table to see the limits on each data type.
| Report type | Format | Data type | Limit | Issue Detail | Issues | 500 |
| Pushpin snapshots | 500 | ||
| Photos | 2500 | ||
| Issue Summary | Excel | Issues | 10000 |
| Issues | 1000 | ||
| Checklist Detail | Excel | Checklists | 10000 |
| Checklists | 500 | ||
| Checklist images | 2500 | ||
| Checklist items | 1500 | ||
| Checklist Summary | Excel | Checklists | 10000 |
| Checklists | 1000 | ||
| Document Log | Excel | Documents | 20000 |
| Custom attributes | 100 |