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Reporting

X4D Reporting turns project data into dashboards and reports — progress, preservation, completions, and work-package status — organised by discipline and category so the right people see the right numbers.

Reports ship out of the box and can be created, edited, categorised, assigned to mobile, parameterised, and deleted. Legacy report administration is retained for older report definitions.

In this section

  • Navigate Reports — find reports by discipline and category.
  • Out-of-the-Box Reports — the standard reports supplied with X4D.
  • Create a Report — add a new category and report.
  • Edit Reports — change report content, discipline, and category.
  • Assign Reports for Mobile — make reports available in the mobile app.
  • Manage Categories — organise reports into categories.
  • Delete a Report — remove a report.
  • Legacy Report Administration — manage older/legacy report definitions.
  • Parameterized Reports — run-time filters driven by report/query parameters.
  • Report Query Editor — edit the SQL query behind a report.
  • Work Package Reports — multi-page package reports with hyperlinks and bookmarks.

Note

Re-add original screenshots where helpful and confirm exact steps.