Report Builder

Pick a project and a date (or a date range), and Report Builder pulls together everything recorded against it — shift reports, crew/plant on site, diary logs, timesheets, and plant prestarts — so you can review it in one place and export it as a single PDF.

Who can use it — Anyone with "view report builder" permission (typically office and project managers). See Roles & Permissions for how access is set. This page doesn't create or edit anything itself — it assembles records that other people have already logged elsewhere.

Where to find it — Project Management → Report Builder in the sidebar.

Before you start — Report Builder doesn't write shift reports, it only reads them. The underlying reports are created and finalised on New Shift Report; if a project has nothing logged for the dates you pick, you'll just get empty sections here.

How to use it

Pick the Project — search by job number or name.
Set the From date — defaults to today.
Set the To date (optional) — leave it blank for a single day, or pick a later date to pull a range. A range can't span more than 92 days; anything longer is pulled in automatically.
Results load as soon as project and date are set — a sticky summary bar and five sections appear below (see What gets assembled).
Untick anything you don't want in the export. Every row has an Include checkbox; use Select All / Clear All at the top of the summary bar for everything at once, or the Select all / Clear buttons on each section's heading to work one bucket at a time.
Export PDF in the page header once you're happy with the selection — it's disabled until there's at least one record loaded.

What gets assembled

Five sections, each independently selectable:

Shift Summary — the shift reports themselves for the project/date range: shift type, start/end times, supervisor (crew), weather and site conditions, and a Finalised/Draft status pill.
Site Allocation — every resource row (labor and plant) logged against those shift reports, with type, source (internal/external), quantity, and hours.
Diary Logs — every shift diary entry in range, showing category, description, the crew (supervisor) it belongs to, who actually logged it, and a Flagged badge for anything marked for review.
Timesheets — timesheets with entries against this project for the date range, showing the employee, hours booked to this project, and timesheet status.
Plant Logs — prestarts completed in the date range on assets currently allocated to this project, with a Safe/Unsafe badge.

In a multi-day range, every table gets a Date column so you can see which day each row belongs to.

Rollup totals

The sticky bar above the sections totals up whatever's currently included (ticked): number of shift reports, number of distinct crews (with an unassigned count called out if any report has no supervisor), diary notes (with a flagged count called out), timesheets and their total hours, resources and their total hours, plant logs and how many were safe, and a combined total selected figure. It updates live as you tick and untick rows.

Draft reports

Report Builder loads every shift report in the range, not only finalised ones — so a report someone's still working on can turn up here alongside finished ones. If any included report isn't finalised, an amber banner tells you how many of the total are still drafts and warns that the exported PDF will carry their unfinished content. You can export anyway, or go finalise the outstanding reports on New Shift Report first and come back. For anything you're sending outside the business, finalising first is the safer call.

Exporting the PDF

Export PDF streams down a PDF built only from the rows you've left ticked — untick something and it's left out of the file entirely, not just hidden on screen. The PDF header carries your company name/logo, the project, the date or date range, and when it was generated, followed by the same five tables in the same order as the screen. The filename is stamped with the date (or date range) covered.

Every export is recorded in the audit trail — who ran it, the project and date range, and how many records of each type were included versus excluded — so there's a record of what was sent out and when.

Shift Viewer tab

Next to Report Builder is a Shift Viewer tab — a separate, read-only way to browse a project's shift reports on a calendar rather than assembling an export. Pick a project and a month is shown as a grid; each day with a report gets a coloured dot:

Green — all of that day's reports are finalised.
Amber — at least one is still a draft.
Red — at least one report has no supervisor (needs an owner).
Grey — more than one report/crew logged that day.
No dot — nothing logged for that day.

Click a day to see its report(s) inline — shift type, supervisor, times, weather, the Site Allocation table, and the Shift Diary — with an Open in Editor link straight into that report on New Shift Report if you need to fix or finish it. Nothing on this tab feeds into the PDF export; it's purely for finding and checking coverage.

Connected pages

New Shift Report — where shift reports, crew/plant, and diary logs are actually created and finalised; Report Builder only reads what's logged there.
Manage Shift Reports — the tenant-wide oversight list for flagged entries and Unassigned reports awaiting an owner.
My Work Log — where individual timesheets and shift reports are submitted from.
Projects — the project record this report is built against.

Tips & common mistakes

Export PDF greyed out? You need a project, a date, and at least one matching record — an empty result set won't export.
Ticked "Include" on a draft by mistake? The amber banner is your reminder — check the Shift Summary section's Status column for any report still showing Draft before you send the PDF out.
Range not picking up what you expect? The To date can't be earlier than From (it collapses back to a single day), and a range is capped at 92 days.
Missing timesheets or plant logs? Timesheets only show if they have entries booked to this specific project, and plant logs only show for assets currently allocated to this project — a machine that's since moved elsewhere won't show its earlier prestarts here.
Want a quick coverage check instead of building an export? Use the Shift Viewer tab's calendar dots rather than scanning the Shift Summary table day by day.