Sample Report - Square Footage of Template Activities in a Month


Trying to list the area measured in Template activities performed in a month in all phases?


  1. Select Report > New...
  2. Select Report Type = Job; Display Type = Table; (all other settings remain default)
  3. Click OK
  4. Click Options...
  5. Click Select... next to Measure and select Job Form. Then select Area (Room) Details (or your equivalent room form)
  6. Update Measure: to the desired detail field (likely Sq Ft) and select Last in Phase
  7. Add additional data fields by clicking the Select Fields... button
  8. 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

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