Reports

New Report
Creating a new custom Report in PlanSwift allows you to view data and information that fits the criteria you need. If you go to the Reports tab now, you wil...
Wed, 13 Feb, 2019 at 10:37 AM
Page Setup
The Page Setup button allows you to set details about the report page layout, such as paper size, orientation, margins and scaling. Specific sett...
Wed, 13 Feb, 2019 at 10:46 AM
Report Layout
The Report Layout allows you to select the look and content of reports.  You can select from predefined reports or create your own. 1. Allows you to cre...
Wed, 13 Feb, 2019 at 10:47 AM
Report Filters
Report Filters determine what actually shows up in the report. PlanSwift uses the 5 typical cost categories: Subcontract, Material, Labor, Equipment and Oth...
Wed, 13 Feb, 2019 at 10:51 AM
Report Grouping
In your Reports, you have the ability to group your data by the column headings that are visible. The Grouping takes place in the dark grey bar at the top o...
Wed, 13 Feb, 2019 at 11:42 AM
Report Formatting
Report Formatting refers to the appearance of the actual report. This allows you to edit fonts, color schemes, page set up, headers, and footers. Each repor...
Wed, 13 Feb, 2019 at 11:51 AM
Export to Excel
PlanSwift has made it easy to export reports to Excel spreadsheets. 1.  Select the Export to Excel button. 2.  Enter or browse to the loc...
Wed, 13 Feb, 2019 at 11:52 AM
Export to Excel Template
PlanSwift has the ability to export report data to a defined section of an existing Excel template.  This allows you to have a predefined hea...
Wed, 13 Feb, 2019 at 11:56 AM
Export to CSV
PlanSwift has made it easy to export reports to CSV spreadsheets. 1.  Select the Export to CSV button. 2.  Enter or browse to the locatio...
Wed, 13 Feb, 2019 at 11:57 AM
Export to XML
PlanSwift has made it easy to export reports to XML format. 1.  Select the Export to XML button. 2.  Enter or browse to the location you ...
Wed, 13 Feb, 2019 at 11:58 AM