Strategically create reports based on client requirements and your internal goals

Reporting

Checklist options

Choose what reports to include and in what order

Sectors Pie Portion

Report on the whole project and any sub-element sector

Cost Sell Profit

Create both “sell-side” and “cost-side” reports

Lock Secure Unlock Control

Export editable or non-editable formats for your clients

Reports Dashboard

Complete flexibility and control to create the required report structure

Select which reports to include, and what sectors to include, in the order of your choosing

Reports Dashboard Options Order Management

Customise terminology and language to suit your business needs

Multiple Currencies

Currencies

Declared Margin

Declared Margin Name

Rate of Measure

Rate of Measure

Tax Codes

Tax Name

Profit Name

Profit Name

As much or as little detail and analysis as strategically required

Cover page of a cost report

Customisable Cover Page

Sector summary report with financial details

Sector Summary Report

Summary report

Summary Report

Project quantity and rate report

Detailed Report - Quantity & Rate

Detailed standard project report

Detailed Report - Standard

Detailed custom project report

Detailed Report - Custom

Options report quantity and rate

Option Report - Quantity & Rate

Options report standard

Option Report - Standard

Options report custom

Option Report - Custom

Specifications report detail

Specification

Exclusions Clarifications report customisable

Exclusions

Terms Conditions Contract

Terms & Conditions

Design Internal Cost

Design

Progress claim summary report

Progress Claims - Summary

Progress claim detail report

Progress Claims - Detailed