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About Organization Level Reports

Organization level reports allow for reporting on different things within an organization, from users to user groups, to sent emails, and site activities.

Permissions Required for Access: Organization Admin, a Standard User with the Site Level permission "View Organization Reports". A Standard user with the Site Level permission "Estimator" can view bid related Organization Reports.

Please note, the Organization Reports Module is located within the Navigation Tree. To open the Organization Reports Module:

1. Select My Organizations

2. Select your organization

3. Select Reports as shown in the below screenshot:

If the standard, out-of-the-box report prints do 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.

Available Organization Reports

There are various reports available at the organization level. The below list includes a short summary of each report and a link to the article for a specific report.

Organization Level Activity Log Report

The Activity Log Report at the Organization level will show all activity/tasks that have been completed within an Organization and all of it's Projects.

The Organization Report

The detailed version of this report shows the responsible project manager, architect, superintendent, and owner for each project. The Size/Status version shows each project in your organization (including start date, status, and disk space), in alphabetical order.

Organization Level Sent Email Report

The organization level Sent Email Report will show all emails that have been initiated within the Organization, including all project emails. There is also the Project Level Sent Email Report that will show only that project's emails that have been sent.

The User Status Report

The User Status Report allows for a report to be generated on all of an Organization's Project Member Users.

The User Permissions Report

The User Permissions Report allows for a report to be generated on the User Site Level Permissions that are assigned to Organization Members.

The Diversity (DEI) Report

The Diversity (DEI) Report allows for a report to be generated based on the qualifications assigned to a User Company for an Organization.

The User Group Report

The User Group Report allows for a report to be generated on an Organization's User Groups.

The Org Bid report

The Org Bid Report allows for a report to be generated for all bid packages within the Organization, including the assigned Responsible Project Manager, Responsible Estimate, Location and Due Date.

The Organization Level Bid Package Report

The Bid Package Report at the Organization Level allows for a report to be run on bidders that have been invited to bid on any Bid Package within the Organization, including their assigned CSI Codes, Bid Package responses, and overall response percentages.

Synchronization Reports

Synchronization Reports are specifically for all StratusVue Organizations that have an integrated accounting platform. Many of the reports are specific to the Sage 300 integration.