Our Archive

Welcome to your Archive. This is your all post. Edit or delete them, then start writing!

Purpose:

To easily and quickly get you the data you need to help you run your business..

Background:

Within Contractor Foreman there are multiple pre-built reports for you to use. And we are adding more all the time.

Points to Remember:

All Reports are designed to provide you with all the data you need.

To save your work, click the blue “Save” button.

Steps to Create a Report:

  1. Navigate to Main Menu.
  2. Click on
  3. Enter the following information:

Create a New Custom Report:

Bills Report:

  • Add a Column: Select from drop-down.
    • Amount Paid
    • Bill #
    • Date Added
    • Date Modified
    • Is Archived
    • Notes
    • Project
    • Term
  • Remove Column: Select from drop-down.
    • Amount
    • Balance Due
    • Bill Date
    • Due Date
    • Vendor
  • Add Filter: Select from drop-down.
    • Amount
    • Amount Paid
    • Balance Due
    • Bill #
    • Bill Date
    • Date Added
    • Date Modified
    • Due Date
    • Is Archived
    • Notes
    • Project
    • Term
    • Vendor
  • Name:
  • Description:

Change Orders Report:

  • Add a Column: Select from drop-down.
    • Approved By
    • Billed To
    • Date Added
    • Date Modified
    • Is Archived
    • Original Estimate
    • Requested By
    • Total
  • Remove Column: Select from drop-down.
    • Billing Status
    • CO #
    • Description
    • Order Date
    • Project
    • Subject
    • Time/Days Delay
  • Add Filter: Select from drop-down.
    • Approved By
    • Billed To
    • Billing Status
    • CO #
    • Date Added
    • Date Modified
    • Description
    • Is Archived
    • Order Date
    • Original Estimate
    • Project
    • Requested By
    • Subject
    • Time/Days Delay
    • Total
  • Name:
  • Description:

Contractors Report:

  • Add a Column: Select from drop-down.
    • City
    • Company Name
    • Date Added
    • Date Modified
    • Email
    • Fax
    • Is Archived
    • Notes
    • Phone
    • State
    • Tax ID
    • Title
  • Remove Column: Select from drop-down.
    • Cell
    • First Name
    • Last Name
    • Street
    • Street 2
    • Zip
  • Add Filter: Select from drop-down.
    • Cell
    • City
    • Company Name
    • Date Added
    • Date Modified
    • Email
    • Fax
    • First Name
    • Is Archived
    • Last Name
    • Notes
    • Phone
    • State
    • Street
    • Street 2
    • Tax ID
    • Title
    • Zip
  • Name:
  • Description:

Correspondence Report:

  • Add a Column: Select from drop-down.
    • # of Days Delayed
    • Change Order
    • Correspondence Type.
    • Date
    • Date Added
    • Date Modified
    • Description of issue.
    • Information Requested.
    • Is Archived
    • Issue Must be Resolved By
    • Notes
    • Notice Type
    • Plan Sheet Number
    • Referenced Area in Question
    • Resolution Date
    • Resolution or Response
    • Response Need By
    • Response Received
    • To
  • Remove Column: Select from drop-down.
    • From
    • Item #
    • Project
  • Add Filter: Select from drop-down.
    • # of Days Delayed
    • Change Order
    • Correspondence Type.
    • Date
    • Date Added
    • Date Modified
    • Description of issue.
    • From
    • Information Requested.
    • Is Archived
    • Issue Must be Resolved By
    • Item #
    • Notes
    • Notice Type
    • Plan Sheet Number
    • Project
    • Referenced Area in Question
    • Resolution Date
    • Resolution or Response
    • Response Need By
    • Response Received
    • To
  • Name:
  • Description:

Customers Report:

  • Add a Column: Select from drop-down.
    • City
    • Company Name
    • Date Added
    • Date Modified
    • Email
    • Fax
    • Is Archived
    • Phone
    • State
    • Title
  • Remove Column: Select from drop-down.
    • Cell
    • First Name
    • Last Name
    • Street
    • Street 2
    • Zip
  • Add Filter: Select from drop-down.
    • Cell
    • City
    • Company Name
    • Date Added
    • Date Modified
    • Email
    • Fax
    • First Name
    • Is Archived
    • Last Name
    • Phone
    • State
    • Street
    • Street 2
    • Title
    • Zip
  • Name:
  • Description:

Employee Write Up’s Report:

  • Add a Column: Select from drop-down.
    • Date Added
    • Date Modified
    • Is Archived
    • Notes
  • Remove Column: Select from drop-down.
    • Discipline Type
    • Employee
    • Incident
    • Occurrence Type
    • Writeup date
  • Add Filter: Select from drop-down.
    • Date Added
    • Date Modified
    • Discipline Type
    • Employee
    • Incident
    • Is Archived
    • Notes
    • Occurrence Type
    • Writeup date
  • Name:
  • Description:

Employees Report:

  • Add a Column: Select from drop-down.
    • City
    • Company Name
    • Date Added
    • Date Modified
    • DOB
    • Email
    • Employee ID
    • Fax
    • Group
    • Hired Date
    • Is Archived
    • Notes
    • Phone
    • Released Date
    • SSN/ID
    • State
    • Title
    • Wage (Hr)
  • Remove Column: Select from drop-down.
    • Cell
    • First Name
    • Last Name
    • Street
    • Street 2
    • Zip
  • Add Filter: Select from drop-down.
    • City
    • Company Name
    • Date Added
    • Date Modified
    • DOB
    • Email
    • Employee ID
    • Fax
    • First Name
    • Group
    • Hired Date
    • Is Archived
    • Last Name
    • Notes
    • Phone
    • Released Date
    • SSN/ID
    • State
    • Street
    • Street 2
    • Title
    • Wage (Hr)
    • Zip
  • Name:
  • Description:

Estimates Report:

  • Add a Column: Select from drop-down.
    • Billed To
    • Date Added
    • Date Modified
    • Estimate #
    • Expiration Date
    • Is Archived
    • Notes
    • Project
    • Tax
    • Total
  • Remove Column: Select from drop-down.
    • Approved Type
    • Customer
    • Estimate Date
    • Scope of Work
    • Title
  • Add Filter: Select from drop-down.
    • Approved Type
    • Billed To
    • Customer
    • Date Added
    • Date Modified
    • Estimate #
    • Estimate Date
    • Expiration Date
    • Is Archived
    • Notes
    • Project
    • Scope of Work
    • Tax
    • Title
    • Total
  • Name:
  • Description:

Expenses Report:

  • Add a Column: Select from drop-down.
    • Account
    • Bank/Credit Account
    • Cost Code
    • Date Added
    • Date Modified
    • Expense Reason
    • Is Archived
    • Project
    • Vendor
  • Remove Column: Select from drop-down.
    • Amount
    • Expense Date
    • Expense Name
  • Add Filter: Select from drop-down.
    • Account
    • Amount
    • Bank/Credit Account
    • Cost Code
    • Date Added
    • Date Modified
    • Expense Date
    • Expense Name
    • Expense Reason
    • Is Archived
    • Project
    • Vendor
  • Name:
  • Description:

Incidents Report:

  • Add a Column: Select from drop-down.
    • Any Injuries
    • Date Added
    • Date Modified
    • Describe OSHA Violation
    • Description
    • Injury Description
    • Notes
    • OSHA Violation
    • People Involved
    • People Notified
    • Steps Taken to Correct
    • Witness
  • Remove Column: Select from drop-down.
    • Date
    • Incident #
    • Notified Date
    • Project
    • Type
  • Add Filter: Select from drop-down.
    • Any Injuries
    • Date
    • Date Added
    • Date Modified
    • Describe OSHA Violation
    • Description
    • Incident #
    • Injury Description
    • Notes
    • Notified Date
    • OSHA Violation
    • People Involved
    • People Notified
    • Project
    • Steps Taken to Correct
    • Type
    • Witness
  • Name:
  • Description:

Inspections Report:

  • Add a Column: Select from drop-down.
    • Agency
    • Assigned To
    • Date Added
    • Date Modified
    • Inspected By
    • Inspection Date
    • Inspection Status
    • Notes or Corrections Needed
    • Permit Expiry Date
    • Project
  • Remove Column: Select from drop-down.
    • Inspection #
    • Inspection Type
    • Permit #
  • Add Filter: Select from drop-down.
    • Agency
    • Assigned To
    • Date Added
    • Date Modified
    • Inspected By
    • Inspection #
    • Inspection Date
    • Inspection Status
    • Inspection Type
    • Notes or Corrections Needed
    • Permit #
    • Permit Expiry Date
    • Project
  • Name:
  • Description:

 

Invoices Report:

  • Add a Column: Select from drop-down.
    • Authorized By
    • Date Added
    • Date Modified
    • Description
    • End Date
    • Is Archived
    • Notes
    • Start Date
    • Status
    • Tax
    • Term
    • Total
  • Remove Column: Select from drop-down.
    • App Number
    • Customer
    • Due Date
    • Invoice #
    • Invoice Date
    • Project
    • Retainage
  • Add Filter: Select from drop-down.
    • App Number
    • Authorized By
    • Customer
    • Date Added
    • Date Modified
    • Description
    • Due Date
    • End Date
    • Invoice #
    • Invoice Date
    • Is Archived
    • Notes
    • Project
    • Retainage
    • Start Date
    • Status
    • Tax
    • Term
    • Total
  • Name:
  • Description:

Leads Report:

  • Add a Column: Select from drop-down.
    • Access/Gate Code
    • Assigned To
    • City
    • Company Name
    • Date Added
    • Date Modified
    • Email
    • Fax
    • Is Archived
    • Lead Value
    • Notes
    • Opportunity Name
    • Phone
    • Project Type
    • Quality
    • Referral Source
    • Stage
    • State
    • Title
  • Remove Column: Select from drop-down.
    • Cell
    • First Name
    • Last Name
    • Street
    • Street 2
    • Zip
  • Add Filter: Select from drop-down.
    • Access/Gate Code
    • Assigned To
    • Cell
    • City
    • Company Name
    • Date Added
    • Date Modified
    • Email
    • Fax
    • First Name
    • Is Archived
    • Last Name
    • Lead Value
    • Notes
    • Opportunity Name
    • Phone
    • Project Type
    • Quality
    • Referral Source
    • Stage
    • State
    • Street
    • Street 2
    • Title
    • Zip
  • Name:
  • Description:

Misc. Contacts Report:

  • Add a Column: Select from drop-down.
    • City
    • Company Name
    • Date Added
    • Date Modified
    • Email
    • Fax
    • Is Archived
    • Notes
    • Phone
    • Services Provided
    • State
    • Title
  • Remove Column: Select from drop-down.
    • Cell
    • First Name
    • Last Name
    • Street
    • Street 2
    • Zip
  • Add Filter: Select from drop-down.
    • Cell
    • City
    • Company Name
    • Date Added
    • Date Modified
    • Email
    • Fax
    • First Name
    • Is Archived
    • Last Name
    • Notes
    • Phone
    • Services Provided
    • State
    • Street
    • Street 2
    • Title
    • Zip
  • Name:
  • Description:

 

Notes Report:

  • Add a Column: Select from drop-down.
    • Date Added
    • Date Modified
    • Is Archived
    • Notes
    • Private: Visible only to me
    • Status
  • Remove Column: Select from drop-down.
    • Project
    • Title
  • Add Filter: Select from drop-down.
    • Date Added
    • Date Modified
    • Is Archived
    • Notes
    • Private: Visible only to me
    • Project
    • Status
    • Title
  • Name:
  • Description:

Payments (Invoice) Report:

  • Add a Column: Select from drop-down.
    • Date Added
    • Date Modified
    • Invoice #
    • Is Archived
    • Payment Date
  • Remove Column: Select from drop-down.
    • Amount
    • Approval Status
    • Payment Notes
    • Payment Type
  • Add Filter: Select from drop-down.
    • Amount
    • Approval Status
    • Date Added
    • Date Modified
    • Invoice #
    • Is Archived
    • Payment Date
    • Payment Notes
    • Payment Type
  • Name:
  • Description:

Projects Report:

  • Add a Column: Select from drop-down.
    • Budget Amount
    • Completion Date
    • Contract Amount
    • Customer
    • Date Added
    • Date Modified
    • End Date
    • Notice to Proceed
    • Permit Details
    • Project Description
    • Project Status
    • Project Type
    • Retention
    • State
    • Warranty Start Date
    • Zip
  • Remove Column: Select from drop-down.
    • Budget Amount
    • City
    • Internal Notes
    • Project ID
    • Project Name
    • Start Date
    • Street
    • Street 2
  • Add Filter: Select from drop-down.
    • Budget Amount
    • City
    • Completion Date
    • Contract Amount
    • Customer
    • Date Added
    • Date Modified
    • End Date
    • Internal Notes
    • Notice to Proceed
    • Permit Details
    • Project Description
    • Project ID
    • Project Name
    • Project Status
    • Project Type
    • Retention
    • Start Date
    • State
    • Street
    • Street 2
    • Warranty Start Date
    • Zip
  • Name:
  • Description:

Punchlists Report:

  • Add a Column: Select from drop-down.
    • Date Modified
    • Is Archived
  • Remove Column: Select from drop-down.
    • Date Added
    • Name
    • Project
    • Punchlist #
  • Add Filter: Select from drop-down.
    • Date Added
    • Date Modified
    • Is Archived
    • Name
    • Project
    • Punchlist #
  • Name:
  • Description:

Purchase Orders Report:

  • Add a Column: Select from drop-down
    • Approved By
    • Date Added
    • Date Modified
    • FOB Point
    • From
    • Is Archived
    • Notes
    • PO #
    • Ship To
    • Shipped Via
    • Total
  • Remove Column: Select from drop-down.
    • Billing Status
    • Order Date
    • Project
    • Subject
    • Supplier
    • Term
  • Add Filter: Select from drop-down.
    • Approved By
    • Billing Status
    • Date Added
    • Date Modified
    • FOB Point
    • From
    • Is Archived
    • Notes
    • Order Date
    • PO #
    • Project
    • Ship To
    • Shipped Via
    • Subject
    • Supplier
    • Term
    • Total
  • Name:
  • Description:

Schedule Report:

  • Add a Column: Select from drop-down.
    • Description
    • Duration
    • Employee
    • Planned/Original Date
    • Project
    • Type
  • Remove Column: Select from drop-down.
    • Assigned To
    • End Date
    • Start Date
    • Task Name
  • Add Filter: Select from drop-down.
    • Assigned To
    • Description
    • Duration
    • Employee
    • End Date
    • Planned/Original Date
    • Project
    • Start Date
    • Task Name
    • Type
  • Name:
  • Description:

Schedule of Values Report:

  • Add a Column: Select from drop-down.
    • Description
    • Project
  • Remove Column: Select from drop-down.
    • MU
    • Qty
    • Source
    • Subject
    • Total
    • Unit Cost/Unit
  • Add Filter: Select from drop-down.
    • Description
    • MU
    • Project
    • Qty
    • Source
    • Subject
    • Total
    • Unit Cost/Unit
  • Name:
  • Description:

Sub-Contracts Report:

  • Add a Column: Select from drop-down.
    • Agreement #
    • Date
    • Date Added
    • Date Modified
    • Is Archived
    • Issued By
    • Response
    • Total
    • Work Retainage %
  • Remove Column: Select from drop-down.
    • Project
    • Sub-Contractor
    • Subject
  • Add Filter: Select from drop-down.
    • Agreement #
    • Date
    • Date Added
    • Date Modified
    • Is Archived
    • Issued By
    • Project
    • Response
    • Sub-Contractor
    • Subject
    • Total
    • Work Retainage %
  • Name:
  • Description:

Time Cards Report:

  • Add a Column: Select from drop-down.
    • Any Injury?
    • Cost Code
    • Date Added
    • Date Modified
    • Injury Notes
    • Is Archived
    • Tag
  • Remove Column: Select from drop-down.
    • Clock In
    • Clock Out
    • Notes
    • Project/Location
    • Type
  • Add Filter: Select from drop-down.
    • Any Injury?
    • Clock In
    • Clock Out
    • Cost Code
    • Date Added
    • Date Modified
    • Injury Notes
    • Is Archived
    • Notes
    • Project/Location
    • Tag
    • Type
  • Name:
  • Description:

To Do’s Report:

  • Add a Column: Select from drop-down.
    • Date Added
    • Date Modified
    • Description
    • Due Date
    • Notes
    • Private: Visible only to me
    • Tag
  • Remove Column: Select from drop-down.
    • Priority
    • Project
    • Status
    • Task Name
    • To Do Date
  • Add Filter: Select from drop-down.
    • Date Added
    • Date Modified
    • Description
    • Due Date
    • Notes
    • Priority
    • Private: Visible only to me
    • Project
    • Status
    • Tag
    • Task Name
    • To Do Date
  • Name:
  • Description:

Vehicle Logs Report:

  • Add a Column: Select from drop-down.
    • Date Modified
    • End Mileage
    • Is Archived
    • Last Oil Change
    • Last Tire Rotation
    • Needs Maintenance
    • Notes
    • Project
    • Purpose
    • Start Mileage
    • Toll ($)
    • Total Miles Based on Tripe Mileage
  • Remove Column: Select from drop-down.
    • Date Added
    • Destination
    • Employee
    • Start Location
    • Vehicle
  • Add Filter: Select from drop-down.
    • Date Added
    • Date Modified
    • Destination
    • Employee
    • End Mileage
    • Is Archived
    • Last Oil Change
    • Last Tire Rotation
    • Needs Maintenance
    • Notes
    • Project
    • Purpose
    • Start Location
    • Toll ($)
    • Total Miles Based on Tripe Mileage
    • Vehicle
  • Name:
  • Description:

Vendor Report:

  • Add a Column: Select from drop-down.
    • Account
    • Billing Rate (Hr)
    • City
    • Company Name
    • Date Added
    • Date Modified
    • Email
    • Fax
    • Is Archived
    • Name on Check
    • Notes
    • Opening Balance
    • Phone
    • State
    • Tax ID
    • Term
    • Title
    • Website
  • Remove Column: Select from drop-down.
    • Cell
    • First Name
    • Last Name
    • Street
    • Street 2
    • Zip
  • Add Filter: Select from drop-down.
    • Account
    • Billing Rate (Hr)
    • Cell
    • City
    • Company Name
    • Date Added
    • Date Modified
    • Email
    • Fax
    • First Name
    • Is Archived
    • Last Name
    • Name on Check
    • Notes
    • Opening Balance
    • Phone
    • State
    • Street
    • Street 2
    • Tax ID
    • Term
    • Title
    • Website
    • Zip
  • Name:
  • Description:

Work Order Report:

  • Add a Column: Select from drop-down.
    • Approved By
    • Assigned To
    • Billed To
    • Date Added
    • Date Modified
    • Is Archived
    • Issued By
    • Location
    • Notes
    • Order #
    • Project
    • Response
    • Service Date
    • Status
    • Total
    • Work Description
  • Remove Column: Select from drop-down.
    • Drawing
    • Subject
    • Type
  • Add Filter: Select from drop-down.
    • Approved By
    • Assigned To
    • Billed To
    • Date Added
    • Date Modified
    • Drawing
    • Is Archived
    • Issued By
    • Location
    • Notes
    • Order #
    • Project
    • Response
    • Service Date
    • Status
    • Subject
    • Total
    • Type
    • Work Description
  • Name:
  • Description:

Saved (Custom) Reports:

Here you will find all the Custom Report that you have saved.

Time Card Report:

·         Time Card by Employee:   

A basic report that shows how much time the employee worked during a given time period. Includes modified time cards. Fields Shown; Employee, Time.

·         Employee Hours by Project:

A basic report that shows how much time the employee spent on a given project per time period. Includes modified time cards. Fields Shown; Project, Employee, Time Per Project

·         Employee Hours by Cost Code:

A simple report that shows how much time the employee spent on a given cost code per project. Included modified time cards. Fields Shown; Employee, Project, Cost Code, Time Per Code.

·         Total Time by Employee:

A detailed daily report of an employee’s time card activity. Fields Shown; Employee, Date, Project, Clock In, Clock Out, Total Breaks, Work Hours, Total Hours, Modified Clock In, Modified Clock Out, Modified Total Breaks, Modified Work Hours, Modified Total Hours.

·         Total Time by day of week:

A basic report that shows the total time worked per employee regardless of Project or Cost Code. Includes modified time cards. Fields shown; Employee, Date, Time & Total.

·         Total Time by Activity:

A detailed report that shows each unique event based on Project, Cost Code, Date or Employee. Includes modified time cards. Fields Shown; Date, Employee, Employee #, Project, Project #, Tags, Cost Code, Time, Notes

Payment Report:

·         Payment by Customer

·         Payment by Project

 

Job Costs:

·         Budget vs Actual Labor Report

·         Job Costing Per Project

·         Job Cost Report (Detailed)

 

Contract & Renewals:

·         Contractors Licenses

·         Contractors Insurance

·         Employee Training

·         Contacts

 

Punchlists by Submittals:

·         Punchlist by Project

·         Punchlist by Assigned To

·         Submittals

 

Equipment Report:

·         Equipment Log by Total Hours

·         Equipment Log by Usage

·         Equipment Log by Location

·         Insurance, Registration & Inspection

 

Vehicle Report:

·         Vehicle Log by Date Range

·         Vehicle Log by Vehicle

·         Vehicle Log by Maintenance

·         Insurance, Registration & Inspection

 

Safety Meeting Report:

·         Safety Meeting by Date

·         Safety Meeting by Employee

·         Safety Meeting by Topic

 

Incident Reports:

·         OSHA 300 Log by Date

·         Incident by Date

                                                                                                                                         

Estimate Report:

·         Estimate by Project

·         Estimate by Customer

 

Invoice Report:

·         Invoice by Customer

·         Invoice by Due Date

 

Expenses Report:

·         Expense Log by Project (CSV | PDF)

·         Expense Log by Cost Code (CSV | PDF)

·         Expense Log by Date Range (CSV | PDF)

 

Change Order Report:

·         Change Order by Project

 

Cost Code Report:

·         Coming Soon

 

Read More

In most cases, to Total the time within a Report, you can click the Auto-Sum button to see how many hours were worked.  But other times, Excel likes to assume it knows what you are looking for and formats the Auto-Sum value in a way that shows the wrong calculation.

Below is an example of how to correct a report so that it shows the correct Auto-Sum value.

Read More

Reports

Within Contractor Foreman there are multiple pre-built reports for you to use. And we are adding more all the time. If there is a report you would like to see send us the details in the “Make a Suggestion” portion of the main menu.

To use a report simply click on the report name. A pop box will appear with sets of parameters for you to use to narrow your results. You have the choice of either leaving them as they are and clicking the “Generate CSV” or setting a date range for example or selecting certain jobs or certain employees or vehicles. Once the report has run you can then use excel to run filters or sorts to manipulate the report to better fit your needs.

Read More