Back to DesignSpec >

Reports

Generate specification and other reports and export to PDF, Excel, or MS Word.
Navigate to the Project Workspace to find Reports in the navigation bar. Here you can generate reports for the currently open project.

Types of Reports

  • Full Page Spec - specifications in the current project each take up an entire page, showing detailed information
  • Spec Index - specifications in the current project are listed in a tabular format
  • Area Spec Matrix - shows the quantities of specifications per area in a table-layout
  • Room Matrix - shows the quantities of areas per floor in a table-layout
  • Spec Schedule - a condensed table-based report showing key information on specifications. Similar to the Spec Index but includes more information.
  • Vendors - vendors used in the current project (associated with specifications) are listed
  • Custom Reports - You can design your own custom reports, which will also show up in the list of reports (with whatever name you chose).

Filters

To the right of the report page you choose from several filter options to customize what information is shown on the report. Click the Preview button to re-generate the report after making changes to any filter options.
Some large reports can take a while to run, if for example you have several hundred specifications. We recommend opening another DesignSpec tab in your browser to continue working while those large reports run. We will eventually be adding queueing so you don't need to stay on the reports screen while the report generates.

Presets

You can save your selected filter options as a report preset so you can re-generate the same report repeatedly without having to select all the filter options again. To rename a report preset, click the three dots beside the preset name to the left of the report page to find the rename option. Note you can only rename report presets in this way, the name of the parent reports can be modified from the Report Designer.

Downloading Reports

You can export a copy of the report and download it directly from your browser. Choose from PDF, MS Word, Excel, and other formats. Note that some reports are designed to be exported in a particular format, and may not be well adapted to other formats. The Full Page Spec report for examples is designed to be exported to PDF or MS Word format, and not Excel.

Report Advisor

Keep an eye out for the Report Advisor popup, which will appear at the bottom of the screen when generating a report. It provides valuable information about the report that was generated, sometimes recommending changes to ensure nothing is being left out. For example if specifications are assigned to areas but have total quantity specified instead of quantity per area, the Report Advisor will warn you that those quantities are not showing on the report.

Customizing Reports

Certain types of reports can be further customized, or even designed completely from scratch. Click the three dots beside the report name on the left to see if there is the option to customize the report template using the Report Designer.
Next Article:   Customization
Questions or feedback? Email support@designspec.com