Reports

Reports is a project module; it is not available on sites. The page has four tabs:

• Registers: live project registers with CSV export.
• Templates: starter and saved report templates.
• Runs: report runs for this project, newest reporting period first.
• Schedules: automatic weekly or monthly report runs.

The Roster — 14-day outlook card shows workers, assignments, expected and worked shifts, Attendance, Leave usage and Fatigue flags, with a per-crew table.

Below the card, choose RFI Register, NCR Register, Tasks, HSE Register or Resources. Each register shows a count and a link to its module. Use the search box to find items, and click a column heading to sort. To filter, click the filter icon on a column, tick values and click Apply.

Click Export CSV to download the active register. The file contains only the rows that match your current search and filters.

The Starter Templates are Weekly Progress Report, Monthly Progress Report, Weekly HSE Report, Weekly Operations Package, Weekly Commercial Package, Weekly Client Digest and Monthly HSE Report.

To build a saved template, click Customise on a starter, or click New Template:

1. Enter a Template Name.
2. Set Scope (Project or Organisation), Frequency (Weekly or Monthly) and Category (Progress, HSE or Executive).
3. Tick the sections to include, set each to Manual, Auto or Hybrid, and reorder them with the arrows.
4. Click Save Template.

Organisation templates are available to every project in the organisation.

1. On the Runs tab, click New Report, or click Create Run on a template.
2. Select a Saved Template or a Starter Template.
3. Optionally enter a Run Title. A blank title is generated from the template name and period.
4. Check Period Start and Period End, then click Create Report.

The run editor opens. Sections linked to project data show a summary, metrics and tables for the period, for example open, completed and overdue tasks, or RFIs raised, responded and overdue. Type narrative in each Commentary box. AI Draft Narrative, Executive Summary, Regenerate Section and Improve Wording draft text for you; review all generated text before you issue the report.

Click Refresh Auto Data to recapture project data for the period. Your commentary is kept. Set Status to Draft, Issued or Archived, then click Save. Click DOCX to download the run as a Word file.

A schedule creates a report run from a saved template and notifies recipients.

1. On the Schedules tab, click New Schedule.
2. Select the Template, enter a Name and choose a Frequency.
3. Set Timezone, Send Hour and Send Minute. Weekly schedules also need Weekday (0=Sun); monthly schedules need Day of Month.
4. Enter Recipient User IDs and Recipient Emails, separated by commas.
5. Tick Deliver in-app, Deliver email or both, then click Save Schedule.

Weekly runs cover the seven days ending the day before the send date. Monthly runs cover the previous calendar month. Recipients receive a link to the report, not an attachment, and need a TaskRox sign-in to open it.

Click Run now to run a schedule immediately. Click Show history to see each run's status and recipient count. A failed run is retried after 15 minutes.

Access is controlled by the Reports module permission.

The Logistics Outlook section of a run is hidden from users who cannot view roster travel.