Reports are an important part of PlanSwift. They give you a way of presenting the data about your Items in a logical format. In the Reports tab, you will have a default listing of different reports. Each report is specific to its filter, such as the example shown here.
You can customize these reports or create new report layouts anytime you want.
By the end of this Chapter, you should understand how to run reports, edit/customize them, and create new reports. You’ll also learn how to export and share Reports.
The Reports tab provides a means to generate and organize reports using estimating data from the Estimating tab. Reports are used to group, sort, filter, and dress up the estimating data for a nicer presentation. PlanSwift provides both a basic report engine and a Report Designer engine that allows for greater customization and dressing up.
The basic report engine utilizes several key features to refine what is included in the reports and how the reports are displayed (including Customize, Report Settings, Columns, and Page Setup).
The default Reports in PlanSwift are organized by different types: Takeoff (all digitized items), Subcontract, Material, Labor, Equipment, and Other; basically the five common cost categories.
Within these Reports, you can customize what information is displayed from the items with the Columns. See for details on selecting which columns you would like to have included within a report.
To adjust the appearance of your reports, click on the Report Settings button. Keep reading this chapter for more information.
The ReportDesigner engine is built on top of the Fast Reports engine and is not shown on the ribbon-bar by default. All Report Designer reports are built on top of basic reports. Check out Related Articles for more information on ReportDesigner
 Settings - Advanced | Reports Tab - New Report  |
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