Reports

Set up Progress Summary Report
All these steps to create summary groups are explained with screen shots HERE.   Create a summary for the tasks that you wish to see on the r...
Wed, 20 May, 2015 at 10:20 AM
Setting up automated reports
Configure Automated Reports TblUserReports Crystal report changes Ensure that the crystal report file that you are wanting to automate has a par...
Thu, 21 Jan, 2016 at 10:08 AM
Setting up Activity Reports to send emails upon task schedule/complete/planned
In ClickHome3 you can use the Activity Reports functionality to send information to contacts, supervisors, user roles etc. according to when a task is sched...
Tue, 26 May, 2015 at 9:28 AM
Adding and Updating Reports
To add new Reports or to make changes to a report you will need to navigate to the Master Reports screen under Administration. (1) ...
Wed, 10 Jun, 2015 at 1:27 PM
Displaying Images in Reports
In the Crystal Report create two string parameters variables called DOCSEC and DOCURL. DOCSEC is the idDocument and DOCURL is the sgDocumentName from the ...
Wed, 26 Apr, 2017 at 4:18 PM
ClickHome Standard Reports
The following document details an overview of the standard reports available in ClickHome 3. Each report will have a high-level overview and a screenshot t...
Wed, 13 Dec, 2017 at 9:23 AM
Setting up Reports for Mobile Leads
In order to use reports you need to setup the Report Root Directory of your Silverlight application. First find your Report Root Directory: 1. Open up ...
Tue, 29 Aug, 2017 at 2:48 PM
General reports
1. GN_HardFileTracking - This report provides information about the hard files which are taken but not returned in last 7 days Report Area: Main Rep...
Wed, 13 Dec, 2017 at 9:30 AM
Lead Reports
1. Leads Task to Task Report (LD_TasktoTask.rpt) - This report provides Job and client information and also the time frame (in days or weeks) in...
Wed, 13 Dec, 2017 at 9:31 AM
Preconstruction Reports
1. Pre-Construction Progress (PS_Progress.rpt) The report allows you to see the tasks under way, available or completed on a job by job level based...
Wed, 13 Dec, 2017 at 9:31 AM