Ad hoc reports

You can create ad hoc reports that are organized based on custom data views. You can also customize them by editing fields in the header and footer.

  • If you select Excel as the report format, you can't include records from other projects in the report.
  • If you don't have permission to view a field in a record, that field is empty in the report.
  • In most cases, numbers in a report are rounded to whole numbers.
  • If a report isn't downloaded, add trimble.com to the list of allowed sites for pop-ups, or turn off the pop-up blocker.
  • For best results, open PDFs in Adobe Acrobat Reader.

The following options are available for viewing, saving, and distributing reports:

  • View: The report is displayed in your browser.
  • Download: The report is downloaded to your computer.
  • Email: The report is sent as an email attachment.

    • If you select Excel as the report format, the Email option isn't available.

You can also preview and generate the ad hoc report from the settings after you customize the header and footer for the data view.

View settings

View list in the RFI data view

You can create an ad hoc report with a customized header and footer.

If the report contains a large number of columns, you can adjust the paper size when you print the report to PDF.

Paper size

Changing the paper size

  1. Create or open a custom view.

    2. On the project selection page, you can create ad hoc reports for portfolio-specific projects.

  2. ClosedCustomize the report header and footer for this data view.
    1. In the View list, select Settings icon (Settings) by the custom data view.
    2. On the Report settings tab, drag and drop fields between the Removed fields and Displayed fields sections.

      3. For more information on customizing the header and footer, see Headers and footers for ad hoc reports.

    3. Select Save.

      4. The custom header and footer for this data view are available automatically in all the projects that you have access to in the portfolio.

  3. In the data view, select the checkbox (Selected check box icon) for each item that will be included.
    • The Ad-Hoc template tab isn't displayed if a single item is selected.
    • If no checkboxes are selected, all the items in the current view are included in the report.
  4. On the navigation toolbar, select Print toolbar button (Print Report).

    5. —Or—

    In the View list of the data view, select Print toolbar button (Print Report).

  5. In the Print Report dialog, select the Ad-Hoc Template tab.
  6. Set the report options.
    1. Select a different custom view.

      2. The filters in the selected view are applied to the items that were originally included and may result in an empty report.

    2. Edit the report name.
  7. To include records from projects that you have access to, select Right arrow icon (Open) in the Projects list, and then select the projects.
    • The Projects list is only displayed in the Print report dialog if you select Print toolbar button (Print report) while no records are selected.
    • To filter the list of projects, select Filter icon (Filter), and then select the project statuses. The list only includes statuses that are used in the current portfolio.
    • The search filters, including search terms, in the current project are applied in each selected project.
    • Feature, record, and field permissions are applied in each selected project.
  8. On the button, select Expand icon, and then select an option:
    9. Distribution options
    • View
    • Download
    • ClosedEmail
      1. Edit the subject line.
      2. In the To field, select Expand icon to choose a contact, or select Search icon to find or create a contact.

        3. To receive a copy of the email, select your name in the To, CC, or BCC field.

      3. In the Body field, enter a message.

        4. To format the message, select the text, and then select a button on the toolbar.

        Rich text editor
        1. Select the font type.
        2. Select the text size.
        3. Apply a character style.
        4. Change the text or background color.
        5. Insert a numbered or bulleted list.
        6. Decrease or increase the indent.
        7. Remove all applied styles.
        • The indent, text size, and font type aren't applied in emails.
        • Emails don't include images that are pasted into the message.
      4. If the PDF report is for a single item with linked files, select the files and how they will be included in the report.
        5. Report options

        For the Attachment option, linked files are attached in a ZIP folder or attached directly to the email, depending on the report setting.

      5. Select Send.