To access the Reporting Module, click on 'Reporting' at the top right of your screen.
With permission you will see either Company, Branch or Salesperson tabs to the top left.
We are looking for Branch reporting for this report.
Click on the PROJECTS tab to the left and you will see all of the Project reports you have access to
The Build Type Report monitors changes to build types within a specified date range, enabling project managers to track modifications and assess their impacts on timelines and costs.
At the top of the screen, you’ll find date range filters that allow you to select a preset range or customise your own.
Further down the page, you’ll see the report data, which includes:
- Your Business Name i.e Branch Name
- Project Reference
- Original build type From
- New build type To
- Person who made the change
- Date of the change
All of this data can be exported to CSV.
