Fieldlens - Introduction to Reports

A brief overview of Fieldlens Reports

Updated over a week ago

Fieldlens reports are built from the posts created by you and your project team, so sending a report doesn’t require any end-of-day paperwork. No more writing up what you saw on the jobsite or work that needs to be done! You simply choose what posts to include - and what details from those posts - and your report is done.

We know that no two construction reports are exactly the same, and our reports are built to give you the flexibility you need, no matter the situation. Whether it’s a Daily Report, Punch List Report, or any other kind of report, Fieldlens enables you to pick and choose exactly what you want them to show.

With Fieldlens reports you can:

  • Automate them to run at the time of your choosing. For example, you can schedule a report to send at 6PM every weekday that will include all posts created for your daily report.

  • Schedule weekly or monthly reports, using your advanced filters you can hand-pick exactly what you need to include in your reports.

  • Include an optional cover page with summary report stats such as open posts by assignee, location or category.

  • Control the content to include or exclude post descriptions, comments and more.

  • Control the picture and video thumbnail size - or exclude them altogether.

  • Include your drawings within your Fieldlens report with clickable links to the supporting pictures and conversations. You can even print full-size drawings.

  • Group posts in your report by assignee, project location, category, or drawing.

NOTE: Custom Reports is a feature available for users with a paid account.

From the web app, you can choose from several reporting formats (PDF, CSV) and select from a preset list of layout options: Compact, Current Status, Drawing Status, Full History, and Custom.

When picking a layout you can preview your report on the left side of the screen.

Report Layouts:

We included a description for each layout in the lines below:

Compact:

The report has a cover page that includes stats, resource tracking, and general notes.

Posts in the report will include:

  • Title

  • Categories

  • Locations

Current Status:
The report has a cover page that includes stats, resource tracking, and general notes.

Posts in your report will include:

  • Title

  • Description

  • Media

  • Assignees

  • Drawing pin snapshot

  • Attachments

  • Resources

  • Author info

  • Categories

  • Locations

Drawing Status:
The report has a cover page that includes stats, resource tracking, and general notes.

Posts in your report will include:

  • Title

  • Description

  • Full page drawings

  • Media

  • Assignees

  • Drawing pin snapshot

  • Attachments

  • Resources

  • Author info

  • Categories

  • Locations

Full History:
The report has a cover page that includes stats, resource tracking, and general notes.

Posts in your report will include:

  • Title

  • Description

  • Media

  • Assignees

  • Collaborators replies

  • Drawing pin snapshots

  • Attachments

  • Resources

  • Author info

  • Categories

  • Locations

Custom:

In the Custom option, you can pick and choose what you need to include in the report.

From the web, you can set a schedule and view a list of all the reports you’ve run or reports that other users had shared with you.

When creating reports from the Mobile app, remember that you only have the preset layout available, you won't be able to customize your layout.

To learn more about how to customize your reports click here.

Create Reports on the mobile app

From the mobile app, you can use your Advanced and Custom filters to easily create Reports. Mobile allows you to create one-time reports, you can not create scheduled reports from mobile.

You can navigate to any of the default filters from the Focus list and create reports by clicking the Report icon at the top of the screen. Your report will include all the Posts that belong to the filter selected.

Note: you can not create reports for Draft posts.

Customizing Your Report

Customizing your report is a great way to create an organized, professional document that you can share with stakeholders. To customize your report, you have the power to select the title, recipients, format, and layout.

To get started, simply follow the steps listed below:

  1. What's included in your report:

You can confirm your previous selection or select a different filter.

If you have Custom filters saved, you will see those listed here as well.

2. Give your report a title and add recipients.

It's important to give a title to your report since this will be the first thing your recipients will see when receiving the email.

You can email this report to anyone, even people that do not have a Fieldlens account

On this screen, you can also add a Custom Project code (optional) and additional notes if needed.

3. Report Output and Format

Reports can be exported as a PDF file or as a CSV file, you can select your option for each report.

For PDF format, pick from these layout options:

Learn more about the available layouts here.

For CSV format, pick from these options.

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