Understanding Reporting Levels
- Several reports are available at the organizational level. This job reference describes each report briefly. For instructions on how to view reports, see the job aid “View reports" below.
- To see the organization-level reports, you must either be an Organization Administrator, or have permission to view reports (assigned by your Organization Administrator).
- The steps to view reports are the same whether you are looking at organization- or project-level reports.
- Each project has a Reports area, with reports related to that project’s activity.
**NOTE: You can customize reports by project if your projects have different reporting requirements or other project-specific requirements. Work with your certified consultant to implement project-specific reporting.**
- Open Reports at the org level by clicking on your Organization name in the navigation tree to the left side of your screen. Once expanded, click "Reports" to select a report to view. Each report has a different set of report options, which you can use to filter data or change the report design.
- Many reports have Options and Sorting sections, which you can use to arrange data in the most useful way. Once you finalize your selections, click Refresh.
What Organization Reports are available?
Activity Log Report This report shows user activity, sorted by date and time, for specific dates you enter. You can show all user actions, or you can limit the list to only certain tasks, such as “Cost Event Create” or “Cost Event Labor Item Create.”
Organization Report The detailed version of this report shows the responsible project manager, architect, superintendent, and owner. The summary version shows each project in your organization (including start date, status, and disk space), in alphabetical order.
Sent Email Report This report shows the emails that have been sent to a given email address, in a date range you specify. You can narrow the report by phrases in the subject or text.
User Status Report This report shows each user employed by your organization, the projects of which they are a member, and their project role in each project. You also see their user name and last login date.
User Permissions Report This report lets you select one or more organization level permissions and see which users in your organization have that permission assigned to them.
Sub Pre-Qual Report This report lets you search for potential bidders based on their qualifications. (Qualifications are entered by opening the Edit User window and clicking Edit Qualification.) You can download the list as a CSV file if you need to work with it further.
User Group Report This report shows subcontractors that have performed work for your organization. The report can specify qualification information, and you can narrow it by qualifications as well.
Subcontractor Evaluation Report This report shows the evaluations that have been completed for vendors (subcontractors and suppliers).
Org Bid Report This report shows bids open in your organization. You can select individual projects to narrow the list, and you can limit it by due date range as well.
Bidder Status Report This report lists bidders who have been invited to bid on specific CSI codes, with their responses and percentages.
Synchronization Reports -
Connector History: A schedule that has been followed by the StratusVueAPI.
Connector Logs: A summary log of data that has been updated via the StratusVueAPI.
Synchronization Queue: A listing of projects that have been manual requested to sync.
Contract Info Reconciliation
Estimate Info Reconciliation
Commitment Cost Event Reconciliation: