Sample Report - Square Footage of Template Activities in a Month
Background
Trying to list the area measured in Template activities performed in a month in all phases?
Step-by-step
- Select Report > New...
- Select Report Type = Job; Display Type = Table; (all other settings remain default)
- Click OK
- Click Options...
- Click Select... next to Measure and select Job Form. Then select Area (Room) Details (or your equivalent room form)
- Update Measure: to the desired detail field (likely Sq Ft) and select Last in Phase
- Add additional data fields by clicking the Select Fields... button
- Finally add two Filters. Click Add Filter... and select Job Activity Status. Set the Activity Type to Template, define the desired date range, and set Status Is = Not one of + Canceled
Sample Result