Reports hub

Open this screen in Saral/projects/reports

Every report and document the Projects module produces — what it is, where it is made, what it needs and the formats it comes in — generated from the module's output catalogue. Pick a project once and each deep link carries it, so 'the CVR for this job' is one choice and one click; an output that needs nothing picked can be previewed and downloaded here.

You enter

The project (and, on a multi-company account, the company) the links should carry. Nothing else.

Saral fills in

The list itself, from the catalogue, filtered to the outputs whose screens your roles can open.
What each output needs before it can be produced, its formats (preview, PDF, Excel, email), and flags — goes outside the group, protected flow, frozen screen, estimate.

It produces

Deep links to every producing screen with the project carried, and inline Preview, PDF and Excel for outputs that need no input.

What this page is for

One place to find any Projects output without remembering which screen produces it. The catalogue is the module's own list of what it can produce; the hub shows the entries your seat may open and hands you to the screen with the project already picked.

Flags

'Goes outside the group' marks an output a client or subcontractor receives. 'Protected flow' marks one in a flow whose steps may not change without the owner. 'Estimate — not a return' marks a planning figure. 'Screen frozen' marks a producing screen kept as it is by decision.

Where next

The QS month guide shows which of these outputs replace the team's current formats, figure for figure.

Not what you needed? Inside Saral, ask Kuku (Alt+K) — if it cannot answer, “Ask a human” sends the question to Saral support with the chat attached.