Article Content Navigation
- About the Issues Report
- Filters
- Viewing the Results
- Additional Resources
- Out-of-the-Box Print Example PDFs
About the Issues Report
The Issues Report is a report that can be pulled on the Issues section of the Project Management module.
This report can be located in the Project Report Module of the project:
Within the Issues Report, the paper orientation and grid options allow for different versions of the report to be generated. Samples are available within the Out-of-the-Box Print Example PDF's section of this article. The Show Grids allows grids to be included onto the PDF print of the report.
This project report is also able to setup as a Scheduled Report.
Filters
Include Posted Replies = When selected, the Discussion Thread details will be included to the PDF print of the Issues Report.
Descending Order = Only available when Posted Replies is selected. When Descending Order is selected, the discussion replies will be listed in descending order in the PDF print of the Issues Report.
Responsible Party = A dropdown that is populated with the Project Members list. Selecting a Project Member will search/filter for issues that that Project Member is assigned as the Responsible Party.
Issues Folder = A dropdown that is populated by the subfolders that have been created within the Issues section of the Project Management module.
Status = A dropdown that is populated by the available statuses for Punch List items. Selecting a status will search/filter for Issues in the selected status.
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
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.