Reports and Exports

Summary

There are several types of reports that Bluerithm can create for you. This article will cover the configuration options, and the different report types. Reports are run on a per-project basis.

There are two types of reporting tools in Bluerithm:

• Report Builder is for building any size (small to very large) progress and final reports (.pdf files) as complete, bookmarked files.
• Excel Exports has options for simple exports of specific project information (.xlsx files). Email When Ready is ticked by default, so we email you a link when the file is ready.

Here's an overview video of the reporting tools.

Ways to Run Report Exports

1. Through individual work items and issues. See Individual Work/Issue Reports article
2. Through Equipment Properties. See Equipment Properties in Reports article
3. Using Report Builder outlined in the Report Builder article.
4. From the Reports list: click Export next to any saved report to export it to PDF without opening it. See Export a saved report from the Reports list below.

Report Section Types

Reports can consist of as many or as few sections, depending on the need. See Report Section Types for differential delineations and explanations of each type.

Imports/Exports

Importing and exporting sections of or complete reports, PDF or Excel configurations, is outlined in the Imports/Exports article.

Export a saved report from the Reports list

In the new Bluerithm (app.bluerithm.com), every saved report in the Reports list has its own Export button in the Delivery column, with Schedule, so you don't have to open the report first.

1. Open the project, then Reports.
2. Click Export next to the report.
3. In Export a PDF Report, choose your options: Export as .zip Archive, Include Page Numbers, Email Me When the Report is Ready (ticked by default) and, to send the PDF to others on the project, Email Other Project Members.
4. Click Build Report. We email you a link when the PDF is ready. Let the report finish before you change the report's setup.

The Export button inside a report opens the same dialog. The link in the email works for 7 days. If you can open the project's Files page, the PDF is also saved in its Reports folder.

Who can use Reports

• Account Admins and Users build, edit, schedule and export reports.
• Privileged Guests see Reports on the projects they're members of. They can open and preview saved reports, export them to PDF and run the Excel exports; their PDF, Issue Log and Task Matrix files always arrive by email. They can't create, edit, copy, delete or schedule reports.
• Guests don't have Reports.

For a Privileged Guest, Email Me When the Report is Ready is always ticked:

More on roles: User Roles.