Basics of Reports

Your fastest and most powerful way to extract information

The Reports module in Contractor Foreman exists for one main purpose: to give you immediate access to every piece of information you’ve documented in the system. Whether you’re working with estimates, change orders, daily logs, bills, safety records, or time cards, everything can be downloaded in the form of a report.

This is what makes the Reports module so valuable. It becomes the source of clarity for owners, upper management, project managers, superintendents, and anyone who needs visibility. With just a few clicks, you can understand the status of your projects, the health of your operations, the progress of tasks, and the completion of work, because all the data lives inside Contractor Foreman.

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Sections Inside the Reports Module

The Reports module is organized into multiple sections to help you quickly find the exact information you need. These are the main report categories available:

1. Saved Custom Reports

This section stores all the custom reports you have created and saved. Every time you customize a report to match the exact format or layout your company prefers, it will appear here for easy access.

How to create a custom report will be covered towards the bottom of this article

2. Activities

3. Change Orders

4. Contacts & Renewals

5. Daily Reports

6. Equipment Log & Vehicle Log

7. Estimates

8. Finances

9. Incidents & Employee Write-Ups

10. Job Costing

11. Miscellaneous Reports

12. Punch List & Submittals

13. Purchase Orders

14. Safety Meeting Reports

15. Subcontract Reports

16. Time Cards

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Creating a Custom Report

On the top-right corner of the Reports module, you’ll find the button:
Create New Custom Report

This is where Contractor Foreman gives you full flexibility to design the exact report you need.

How it works:

• Select the module you want (Daily Reports, Time Cards, Incidents, Estimates, etc.)
• The system opens a new screen where you can:
  • Enable or disable columns
  • Choose what data you want to display
  • Reorder information
  • Apply filters

Filtering Options Include:

• By project
• By employee
• By date
• By status
• By type
• And more depending on the module

Time-Range Filters:

You can run reports for:

• Today
• Yesterday
• This week
• This month
• Last 7 days
• Last 30 days
• This year
• Last year
  …and other custom ranges.

Exporting Your Reports

Once your custom report looks the way you want:

• Download as PDF
• Download as Excel
• Save it so it appears under Saved Custom Reports

This allows you to reuse your preferred layouts as often as needed.

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The Best Way to Learn Reports (Recommended Approach)

At Contractor Foreman, we always recommend this method:

Instead of trying to study every single report one by one, use a real project you already have in progress.
This project naturally contains:

• Daily logs
• Time cards
• Estimates
• Costs
• Equipment logs
• Notes
• Subcontractor information

Download as many reports as you can for that project and review them.
This will help you understand:

• What each report shows
• How the data is connected
• Which ones bring you clarity
• Which ones upper management will want
• Which reports you will consistently use

This approach is always more effective than memorizing long lists.

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Conclusion

The Reports module in Contractor Foreman is designed to help you unlock the power of your data. It gives you clarity, transparency, and control over every aspect of your projects. Whether you’re a project manager, a superintendent, an accountant, or the owner of the company, the Reports module becomes your best tool for understanding operations and making informed decisions.

It’s simple:

If the information is in Contractor Foreman, you can extract it in a report.Your fastest and most powerful way to extract information

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