Article Content Navigation
- About the Documents Report
- Filters, Options, and Sorting
- Viewing the Results
- Additional Resources
- Out-of-the-Box Print Example PDFs
About the Documents Report
The Documents Report is a report that can be pulled on the Plans, Specs, and General & Photos sections of the Documents Module. This can be a current drawing log pulled on the Current Plans folder within the Plans section, a historical log of all Specifications held in the Specs sections showing all version of the specifications, or a filtered report for any other files held within the sections.
This report can be located in the Project Report Module of the project:
Within the Documents Report, the paper orientation and grid options allow for different versions of the report to be generated- with and without grids. Samples are available within the Out-of-the-Box Print Example PDF's section of this article.
This project report is also able to setup as a Scheduled Report.
Filters, Options, and Sorting
Filters
Section = A multi-select field that allows for selection of various Document Module sections (Plans, Specs, General & Photo, StratusDrive). To select multiple, hold CTRL on the keyboard and click each with the mouse.
Issue Date From = A date selector that allows the start date to search/filter for a document's issued date.
Issue Date To = A date selector that allows the end date to search/filter for a document's issued date.
Discipline = A dropdown of the document disciplines available within Project Level List Management that allows for a filter to a specific document discipline.
Status = A dropdown of the document statuses available within Project Level List Management that allows for a filter to a specific document status.
Issue = A text field that can be used to search/filter for a specific assigned Issue field of a document.
Title = A text field that can be used to search/filter for a specific document title.
Number = A text field that can be used to search/filter for a specific document number.
Document Folder = A multi-select field that allows for selection of various Document Module section subfolders. To select multiple, hold CTRL on the keyboard and click each with the mouse. Please note, that subfolders within the folder can be included into the report by using the Include Sub Folders checkbox to the right of the filter field.
Options
Show Current Documents Only = Allows the report to only show the most current document revisions.
Show All Revisions = Allows the report to show all of a document's revisions (historical).
Show Path = Allows the report to display the folder path to a document.
Show File Name = Allows the report to include the file name of a document.
Show By Sort Order = Allows the report to be sorted by the assigned sort order of the documents.
Sorting
The sorting options at the bottom of the Documents Report allows users to control the order in which the information is sorted on the print of the report. The nine sorting options are: None, Section, Document Number, Revision Number, Name, Discipline, Issue, Issue Date, and Status. The Arrows to the right are to toggle the sort between ascending and descending.
Once filters and sorting have been applied, using the Run button will run the filters on the project data and return results for viewing.
Viewing the Results
Once the filters are entered, use the Run button to apply the entered filters to the available data. The preview grid will populate with the results based on the entered filter criteria.
The filtered report can also be printed to a PDF by using the Print icon in the top ribbon.
A copy of the filtered report that was generated using Print can also be sent out via a Project Transmittal by using the Transmit button in the top ribbon and completing the Transmittal
The Documents Report can also be exported to a .csv file. The exported excel file will use the filters applied.
Additional Resources
Uploading Documents to Document Module Sections
Out-of-the-Box Print Example PDFs
If the standard, out-of-the-box print of the report does not meet an organization's need, there is the opportunity to customize any print or report via our Professional Services Group. Submit to support@stratusvue.com a markup of the report with details about customizations or changes. The Report Writers will review the request and advise if the customization request can be completed, the cost, and the turnaround of the customized report.