Overview
The Reporting Module in INGENIOUS.BUILD allows you to generate and share insights across your projects. Whether you’re tracking financials, schedules, or compliance, the Reporting Module helps consolidate key data points into customizable, exportable reports.
Prerequisites
To access the Reporting Module, it must be enabled for your workspace. Reports pull from data across your existing projects, so your workspace must have at least one active project with financial, schedule, or related modules populated.
You must have an Administrator account type to create reports.
Note: The Reporting Module is currently available for Owner and Owner’s Rep workspace types.
Process
Accessing the Reporting Module
You can find the Reporting Module by navigating to the Reporting tab in the left-hand menu.
From here, you can:
Create a new report
Open existing reports
Apply filters such as Workspace, Client, Building / Site, or Date Range
Export reports to Excel or PDF
Schedule recurring report delivery
Report Visibility
Workspace Admins
Automatically have access to all reports within the workspace.
Can view, create, edit, and schedule reports.
Non-Admins
Can only see reports they’ve created or reports that have been shared with them.
Must have access to the source data (e.g., financials, RFIs) to view report content.
Cannot see reports linked to confidential projects or data unless explicitly granted access.
Important: Not all non-admins can create report please confirm with your workspace administrator if you think you should have access to create a report
Creating a Report
Navigate to the Reporting module.
Click Create Report.
Select your data source (e.g., Financials, RFIs, Schedule).
Apply filters to narrow down data.
Click Publish Dashboard.
(Optional) Click Download to export, or Schedule to automate report delivery.
Customizing Data in Charts
Add a Chart
Click Add Chart to begin building visualizations. On the left-hand panel, you’ll see a list of available datasets.
Select a Data Source
Choose the dataset you'd like to use from the left panel (e.g., Budget Cost Codes, Projects, etc.).
Define the Chart Axes
Drag a Category field (e.g., "Name" or "Project Sector") to the X-axis (bottom)
Drag a Value field (e.g., "Current Budget") to the Y-axis (left side)
Customize each Chart
Choose a chart type based on the data you would like to visualize.
Our reporting tool work similarly to other popular reporting data vizualizers.
Customize the Report
Customize colors, layout, fonts, and other visual elements
Add Texts and Images:
Adding an Image: Click on the “Image” icon on the top bar of the chart. Drop your Image box in the chart and Click on “Upload Image” on the right side widget. The system will allow you to browse an image from your computer.
Sharing the Report Made Easy!
Want to collaborate with a teammate and share your report? It’s a breeze! Just hit the "+" sign, enter your teammate's email, and click "Save." Voilà! Your report is on its way to them in seconds. It’s that simple to make teamwork happen!
Additional Information
Automatic Data Update: Your reports are refreshed hourly with the latest data, there no manual updates needed.
Workspace-Level Reporting: Reports are created at the workspace (company-wide) level. They are not tied to individual projects.
Currently Reports pull data for Financial modules, not Construction.
Now that you’ve learned how to create reports using both predefined and custom data, you can move forward with your projects confidently, knowing that the information you need is always within easy reach.