G.J. Software includes a dedicated reporting system that provides franchise offices with access to a centralised library of pre-built reports. These reports cover areas such as sales performance, construction progress, financial summaries, and task activity. The reporting system runs as a separate web application, so users access it through a browser rather than from within the main G.J. Software interface.
This article explains how to open the reporting system, navigate the report library, and identify the reports available to the user's office.
Opening the reporting system
To access the reporting system:
Select the Go To icon in the top-right corner of the screen.
Select Reports. The reporting system opens in a new browser tab.
Select Library from the menu bar. The page with the list of available reports opens.
The report library displays all reports that you have permission to view. The system organises reports into folders and lists.
Understanding the report library
The report library serves as the central directory for all available reports. Each entry in the library represents a single report that the user can run, and the library provides key metadata to help the user identify the right report before opening it.
For each report in the library, the following information is available:
Field | Description |
Name | The name of the report. |
Description | A description of the report, if one has been provided. Not all reports include a description. |
Type | The type of the item. The system displays "Report" by default for standard reports. |
Created Date | The date when the report was originally created in the system. |
Modified Date | The date when the report was last modified. |
Use the Name and Description columns to locate a specific report. The Modified Date column helps you confirm whether a report has been updated recently.
Running a report
To run a report from the library, select the report name from the list. Depending on the report, the system may prompt you to enter filter criteria — such as a date range, user, or job number — before generating the results. Once you provide the required criteria and confirm, the system generates the report and displays it on screen.
Tip: If a report produces a large data set, narrow the results by applying more specific filter criteria. This reduces load time and makes the output easier to review.
Exporting report results
Once a report has been generated, users can export the results in the following formats:
PDF — For sharing or printing a formatted version of the report.
Excel — For further analysis or editing in Microsoft Excel.
CSV — For importing data into other tools or systems.
Other — The reporting system supports 11 other formats.
Note: Exporting to Google Sheets is not currently supported.
Report permissions
Report visibility is controlled by the user's office role. You only see the reports you have permission to access — not all reports are visible to every user in an office. Report permissions are managed at Setup > Manager > Office Roles and Permissions.
Scheduled reports
Certain reports are sent out automatically on a regular schedule. You can subscribe to receive these reports by email at Setup > Email Recipients.