Generate and send detailed reports on supervisors' schedules for construction tasks, ensuring all relevant stakeholders are informed about the project progress and task assignments.
Generating the Report
Open the Construction Schedules Page
Navigate to the Construction Schedules page.
On the toolbar, locate the File button and click it.
Select Supervisor’s Schedule from the dropdown menu.
Define Reporting Criteria
In the Supervisor’s Schedule filters (STEP 1) form, set the reporting criteria:
Supervisor:
All: Generates the report for all supervisors.
Selected: Choose one or multiple supervisors.
Start Date Between: Define the reporting period for task start dates.
Include Unsent Orders: Check to include unsent orders in the report.
Show Critical Path Description: Check to show descriptions of Critical Path stages.
Show Cost Centers with $0 Cost: Check to display Cost Centers with zero cost.
Order by:
Start Date: Orders tasks by their start dates.
Cost Center: Orders tasks by the Cost Center they attribute to.
New page for each activity: Check to set a new page for each activity in the report.
Select Tasks
Choose the tasks to include in the report.
To preview the report, click Preview. This will transition to the Jasper Reports system.
After reviewing, click Apply to generate the report.
Sending the Report
Proceed to Sending the Report
Click Next to continue to the Supervisor’s Schedule filters (Step 2) form.
Choose the sending option for updates to suppliers:
Printed and Emailed: Initiates printing the report and emailing it to selected supervisors, creating a bulk task for report delivery.
Printed Only: Prints the report and delivers it to selected supervisors.
Emailed Only: Emails the report (excluding Critical Path stages) to selected supervisors.
To view the list of senders, click Show Senders List.
Select Tasks and Critical Path Stages
Depending on the chosen sending option, select the relevant tasks and/or Critical Path stages.
Check the Print Email Attachments box to enable printing of attachments.
Complete Delivery
When all selections are made, click Deliver. This will create a new bulk update task for the report delivery.
By following these steps, you can efficiently generate and send comprehensive reports on supervisors' schedules, ensuring clear communication and up-to-date information for all involved parties.