Project/job reports
Detailed data about projects and jobs can be collected and exported from Plint in the following way.
- Go to Projects and filter out the relevant projects first
- If all projects are relevant, you can show all, but please note that the more projects you have, the longer it will take the system to collect the data.
- Click "Report".
- Use the form to decide what kind of data you want to include in your report.
- If you are only interested in summaries, choose data from Project fields and job statistics.
- By adding Job fields, you can add detailed job data. Each job will be shown as an additional row in the report.
- You can also combine the data, for example showing the Project title with each job row. See example below.
- Click "Generate" to render the report
- If you often create reports with the same settings, you can store them as a named preset with "Save settings".
- Pro tip: by storing project filters and report settings you can save a lot of time on recurring reports. Use the project filter to quickly select the scope of the report and report preset to select how the data should be presented.
- If you want to export the result, the following formats are available: XML, CSV and XLSX.
Some examples
The following examples should give you an idea of what's possible.
Simple project report
For each project, show title and delivery date, plus the number of jobs. This will result in two report rows.
Result
Report including job details
By adding fields for the individual jobs on the projects, an extra row will be added per job. Click "Merge" to show project and job data on the same row. This will duplicate the project info on each job info row.
Please note that this can result in very big reports, since each project can contain hundreds of jobs.
Result