Per Supervisor Report

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The Per Supervisor report lists tasks from the Construction Schedule for a specific Supervisor. Tasks can be ordered by start date or Job.

  1. Open the library with reports.
  2. Select Job Schedule Worksheet Summary.
  3. Define criteria for report generation, as follows:
  4. Supervisor Select the Supervisor from the list.
    From … to … Select the time range for including construction tasks into the report.
    View Select the view of the report, as follows:

     

    • By Date – tasks will be grouped by date.
    • By Job – tasks will be grouped by Job.
    Worksheet format Check the box to show the report in the worksheet format.
    Show Client Name on Worksheet Check the box to show the Client name on the worksheet.

The report (ordered by date) is generated, as follows:

The report (view by date) shows the following information:

Report (view by date) Information
Start DateStart date of the task. Tasks that start on this date will be grouped under the current date.
TaskDescription of the task.
Supplier / Sub-contractorName of the Supplier / Sub-contractor who fulfils the Task.
Phone #Phone number of the Client. (The column is shown in the worksheet format only).
NotesNotes for the task. (The column is shown in the worksheet format only).
Confirmed withPerson who the task is confirmed with. (The column is shown in the worksheet format only).
On DateDate which the task was confirmed on. (The column is shown in the worksheet format only).
For DateDate which the task was confirmed for. (The column is shown in the worksheet format only).
Job #Job number including the Office’s number as prefix.
ClientName of the Client. (The column is not shown in the worksheet format).
Site AddressName of the Site where the construction task is performed.

The report (view by Job) shows the following information:

Report (view by job) Information
Job / SiteJob number including the Office’s number as prefix. Name of the Site where the construction task is performed.
TaskDescription of the task.
Start DateStart date of the task.
End DateEnd date of the task.
Supplier / Sub-contractorName of the Supplier / Sub-contractor who fulfills the Task.
Phone #Phone number of the Client. (The column is shown in the worksheet format only).
NotesNotes for the task. (The column is shown in the worksheet format only).
Confirmed withPerson who the task is confirmed with. (The column is shown in the worksheet format only).
On DateDate which the task was confirmed on. (The column is shown in the worksheet format only).
For DateDate which the task was confirmed for. (The column is shown in the worksheet format only).
Updated on November 5, 2021

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