Custom reports

TC1 version

In Crystal Reports, you can create or edit a report file (.rpt) that can be uploaded into ProjectSight as a custom report template. Download the .xsd files and then create a report file, or edit an existing report file.

For detailed information on using Crystal Reports, refer to their documentation.

  1. On the project selection page, select Settings icon (Settings) on the project tile or row.

    2. —Or—

    In the project, select Settings icon (Settings) on the banner.

  2. In the Portfolio settings section of the menu, select Reports.
  3. Select the item type.
  4. On the settings menu, select Reports.
  1. In the ProjectSight report settings on the navigation toolbar, select Export toolbar button (Download).

    2. All the .xsd files for the record type are downloaded in a ZIP folder.

    If you rename the .xsd files, the file upload will fail for the custom report in ProjectSight.

  1. In the ProjectSight report settings, select a report.
  2. In the panel, select Download Report File.

After you download the .xsd files for a record type, use them to create a new .rpt file in Crystal Reports. You can use the general .xsd file in the report file, and then insert subreports that use specific .xsd files.

Custom fields are included in the general .xsd file with the prefix udf_.

Record type File name
Action items HotList.xsd
Applications for payment ApplicationForPay.xsd
Budgets Budget.xsd
Change order requests ChangeOrderRequests.xsd
Checklists Checklists.xsd
Contract invoices ContractInvoices.xsd
Contracts Contracts.xsd
Cost forecasts Forecast.xsd
Daily reports DailyReports.xsd
Drawings Drawings.xsd
Drawing sets DrawingSets.xsd
Field work directives FieldWorkOrders.xsd
General invoices GeneralInvoices.xsd
Issues Issues.xsd
Meeting minutes Meetings.xsd
Notices to comply Notices.xsd
Potential change orders PotentialCO.xsd
Prime contract change orders PrimeContractCO.xsd
Punch items PunchList.xsd
Purchase orders PurchaseOrders.xsd
Requests for information RFI.xsd
Safety notices Safety.xsd
Specification sets SpecSet.xsd
Spec sections Specification.xsd
Subcontract change orders SubcontractCO.xsd
Submittal packages SubmittalPackages.xsd
Submittals SumittalRegister.xsd
Transmittals Transmittals.xsd
  1. On the toolbar, select File > New > Blank Report.
  2. In the Database Expert dialog, in the Available Data Sources section, expand the Create New Connection group.
    3. Database dialog
  3. To the left of the ADO.NET (XML) group, select +.
    4. Database dialog

    If the ADO.NET (XML) dialog doesn't open, double-click Make New Connection in that group.

  4. In the ADO.NET (XML) dialog, to the right of the File Path field, select Browse button.
  5. Select an .xsd file, such as the general file for the record type, and then select Finish.
  6. In the Available Data Sources section, select the table, and then add it to the Selected Tables section.
    7. Add table
  7. Select Finish.

    8. You can add the fields from the Field Explorer to the report file.

In the report file, you can create subreports that can be inserted in the main report file.

  1. On the toolbar, select Insert > Subreport.
  2. Select Create a subreport with the Report Wizard.
  3. Enter the report name, and then select Report Wizard.
  4. ClosedCreate a new connection for the data source.
    1. In the Database Expert dialog, in the Available Data Sources section, expand the Create New Connection group.
      2. Database dialog
    2. To the left of the ADO.NET (XML) group, select +.
      3. Database dialog

      If the ADO.NET (XML) dialog doesn't open, double-click Make New Connection in that group.

    3. In the ADO.NET (XML) dialog, to the right of the File Path field, select Browse button.
    4. Select an .xsd file, such as Comments.xsd, and then select Finish.
    5. In the Available Data Sources section, select the table, and then add it to the Selected Tables section.
      6. Add table
    6. Select Finish.

    —Or—

    In the My Connections group, select a table, and then add it to the Selected Tables section.

  5. Select OK.

    6. You can add the fields from the Field Explorer to the subreport.

You can create formula fields that use the field and picklist nomenclature from ProjectSight. Picklist nomenclature, identified by the word (Views) in the system name, is used for differentiating between two fields with the same label and for fields with ambiguous labels.

When you create a formula field in the report file, use a prefix for the formula name:

  • nom. - For field nomenclature.
  • nompl. - For picklist nomenclature.

You want to include the cost impact notes field in an RFI report. Because RFIs have multiple fields for notes, you create a formula field using Cost Impact - Notes (Views) instead of Cost Impact - Notes.

Nomenclature example

You can upload an .rpt file to add a custom report template.

The data group in the file must match the record type.

  1. Create or edit a report file in Crystal Reports.
  2. In ProjectSight report settings, on the navigation toolbar, select Create icon (Create).
  3. Enter the title, subtitle, and description.

    4. The title and subtitle combination must be unique for the record type.

  4. Select Upload Report File, and then select the .rpt file.
  5. To grant access to the report template, select Modify Permissions, and then select the roles.
  6. Select Create.