STEPS TO CREATE A CUSTOM REPORT


Note: It's always easier to find a report that is close to what you want and customize and change the constraints, rather than create a new report. 


Step 1: In Report Home, go to Project Tab then click on "Create Custom Report" in the upper right. 


Step 2: An Available Fields selection menu will appear. Choose your categories (recommended standard fields are shown below) and customize your report. 

  • Underlined categories have a filter option
  • Use Ctrl + F to find the field you are looking for



Step 3: Boolean Search - In the example below, the report will be limited to projects within the past 5 years. 

Note: In the Boolean search area, don't include searches for categories that are underlined - ie: Firm Org Division/Office, Delivery Method



Step 4: After the selections are made, click 'Save & Continue' at the bottom of the screen


Step 5: Save the Custom Report (See below for Naming Conventions)


SAMPLE REPORT GENERATED

Design-Build Projects in the Bay Area Building Group that in the past 5 years. 



NAMING CONVENTIONS

If the report is associated with a Division: Firm Org Division/Office_Firm Org - Primary Market


If the report is associated with a Market Sector: Firm Org_Primary Market + any other descriptors


If the report is associated with all of a Sector or Division: Healthcare_ALL