In the office · Web portal

Create a report

Choose a project, reporting period and area, then save a report for your client.

Web portal instructions

Start a report

Open Reports and click New Report.

Reports page and New Report button View full size (opens in a new tab)

Enter the details

Enter a Report Name, choose the Project, and fill in Prepared For and Client Name. Click Next.

Report details and project selection View full size (opens in a new tab)

Choose the period and area

Set Start Date and End Date. Use Use Project Bounds for the project’s extent, or draw a polygon on the Draw Boundary map to select the reporting area. Click Next.

Reporting dates and boundary map View full size (opens in a new tab)

Review and create

Check the project, dates and totals in Preview. Use Back to adjust the details or scope, then click Create Report.

Save or print

Review the generated report, then click Save PDF to download it. You can also use Print or Print No Backgrounds.

Generated demonstration report with Save PDF and print controls View full size (opens in a new tab)