Generate a report
Required role: Manager or Collaborator.
Prerequisites: a project with issues in it.
Generate a report
- Open the project's Reports area and select New Report.
- Choose a starting point:
- A saved template — everything is preset; skip to step 6.
- Custom — configure it yourself.
- Set the filters that decide which issues are included: status, assigned company, zone, trade, phase, priority, due date, detection date, and more.
- Choose the format — PDF, Excel, or CSV.
- Configure the presentation:
- Group by — Zone, Company, Trade, or Phase.
- Sort by — Issue number or Detection date, ascending or descending.
- Fields — which columns appear (see below).
- Images and drawings — see Photos and drawings.
- Cover page — see Customize the cover page.
- Select Generate.
Result: the report is queued and starts building in the background. It appears in the report list with the status Pending, then Processing, then Completed. You can leave the screen — generation continues.
- When it's Completed, choose Download.
You can save the settings you just configured as a reusable template in the same step — tick the save-as-template option before generating. See Report templates.
If a report ends as Failed, open it to see the error message. The most common causes are filters that match no issues at all, or a very large report with full-resolution images — try a lower image quality.
Choose which fields appear
Some columns are always present: issue number, title, status, zone, zone path, created date, and the completed, validated, and refused dates.
On top of those you can add:
Priority, Phase, Trade, Company, Drawing, Due date, Detected at.
Result: only the columns you picked are printed, so a report for a contractor can stay narrow and readable.
Leave the field selection alone to get Builddar's defaults. Explicitly choosing no optional fields gives you the required columns only — that's a different thing from not choosing.
Photos and drawings
PDF reports can carry visual evidence. Each of these can be turned on or off:
- Issue images — the before/after photos attached to each issue. On by default.
- Drawing pins — a zoomed crop of the drawing around each issue's pin, printed on the issue card.
- Drawing overview — a full-page section per drawing, showing every pin on it.
You can also set the image quality:
| Quality | Roughly | Use when |
|---|---|---|
| Low | ~100 KB per image | Emailing a large report. |
| Medium | ~300 KB per image | The default — good balance. |
| High | Full resolution | Print, or close inspection of defects. |
High quality on a report with hundreds of photos produces a very large file and takes noticeably longer to build. Prefer medium unless you need print quality.
Customize the cover page
- Report title — replaces the default title.
- Subtitle — shown under the project name, for example the address or the phase.
- Notes — a free-text information card on the cover.
- Logos — pick which of the project's logos appear, and in what order.
- Generated by — show or hide who produced the report.
- Actor names — show or hide who detected, completed, validated, or refused each issue on the issue cards.
Preview before you commit
Before generating, you can preview the structure of the report — how the groups and pages will lay out — so you can adjust grouping or filters without waiting for a full build.
Manage generated reports
The Reports list shows every report with its number, format, status, size, and who generated it.
- Download — get the file.
- Send by email — see Email a report.
- Delete — remove a report you no longer need.