Imports/Exports

Importing Your Own .pdf Files

You can drag and drop or select your own .pdf files to include as main sections in the report. Some examples could be a custom title page that you designed, an executive summary for your report and project, or any other custom collateral that you’d like to include.

To import files as sections, drag them onto the file area beneath the list of sections.

You can preview and edit filters (configure) any section in the report before exporting it by clicking on the menu button for any section.

You can change the order and hierarchy of the sections by dragging them to their new spot. The order and hierarchy they’re shown in the Report Builder will be the order and hierarchy the bookmarks are shown in the final .pdf file.

Export the .pdf File

Finally, when the report is set up satisfactorily, it can be exported to a .pdf file by clicking ‘Export to a .PDF File’ from the Options menu.

Export as a .zip Archive

You can export the report as a fully offline version using this option. This option will cause the report builder to download all files for the selected items in the report into a folder structure within the .zip file, and the hyperlinks within the .pdf report will reference these files. For the links to work, the main folder within the .zip file must be extracted and then remain in the same folder structure.

Normally this option is not required and is used when long term external retention requirements are necessary, or it is being used as a backup. As long as the project remains in your Bluerithm account, the live links the report builder normally builds will direct to the file location on the Bluerithm servers.

Report File Location

Once complete, the report file will be listed in the Report Exports folder on the Files page of the project.

There are presently two types of Excel reports to select from: Work Matrix and Issue Log.

Work Matrix Report

The Work Matrix Report is a matrix / table layout that includes a way to quickly view the status of all work on an entire project. It is especially useful when the same work item(s) are repeated on many different systems or subitems.

Issue Log

The Issue Log is a traditional spreadsheet-based representation of the issues on a project. It will include all issues on the selected project.