Bill of Materials

Reports are accessible from both the Site Level and Survey Level

To access Reports from the Site Level:

• Click the "Reports" button at the top of the Site Overview screen:
  
  

• This will take you to the Reporting section, where you can select Surveys to report on:
  
  

To access the Bill of Materials Report from the Survey level:

• Click on the Reports button at the top of the screen:
  
  
  

  • This will take you to the Reports section, which will display the 5 reporting options:
    
    
• Click the Bill of Materials tab:
  
  
  
  • If you wish to include multiple surveys in this report, click the Select Surveys button to choose the surveys you would like to include:
    
    
  • You can select up to 10 surveys for a single report:
    
    
• Use the Filters button to customize the information you want to see in the report:
  
  
  
  • You can also use the Columns button to add, remove, or rearrange your columns by clicking and dragging them to your desired positions:
    
    
• Once you are finished configuring your report to your liking, you can save your report filters and columns for future use by creating a Template.
  
  • Click the Save button. Then, select Save As:
    
    
  • Give your new template a name:
    
    
  • Once created, you can access your new template from the Template dropdown
    
    
  • Click the "minus" button next to a Template name to delete it:
    
    

• When you are finished with your report, click the Export button to download the individual report as a PDF, or as an Excel Spreadsheet
  
  

• If you wish to combine multiple reports into one document, you can do so with the Combined Reports option: