How do I view a report without actually downloading it?

Contractor Foreman gives you the ability to preview and work with many reports directly on screen, without downloading any files to your device. This is especially helpful when you want to quickly review information, adjust filters, or explore data before exporting it.

There are two simple ways to view reports without downloading them.

Option 1: Use the Custom Report Viewer in the Reports Module

This is the most flexible and recommended method.

Steps:

1. Go to the Reports module.
2. On the top-right corner, click Create New Custom Report.
3. Select any module or topic you want to review (Daily Logs, Time Cards, Change Orders, Estimates, Safety, etc.).
4. The report editor will open on screen.

What you can do here:

• View the report live on screen
• Add or remove columns
• Apply filters
• Sort data
• Change date ranges
• Customize the layout
• And if needed, download the final version as PDF or Excel

This is the best and most comprehensive way to visualize reports without downloading anything first.

Option 2: View Reports Inside an Individual Project

If you want quick access to project-specific reports, each project includes a small reports section.

Steps:

1. Open the project you want to analyze.
2. On the left-side project menu, scroll to the bottom.
3. Click Reports.

Here, you will find four key financial reports related to that individual project.
This is a fast way to review essential financial data without going through the full Reports module.

Important Note

These two methods are the only ways to view reports inside Contractor Foreman without downloading a file. Outside of these areas, all other reports require exporting as PDF or Excel.

Conclusion

Whether you want full customization or just a quick look at a project’s financials, Contractor Foreman allows you to visualize reports directly on screen. Use the Custom Report builder for maximum flexibility, or the Project Reports section for quick project-specific insights.