Similar to exporting project data, you may generate a PDF report for a single project or multiple projects. There are two main reports you may produce for each scenario - Project List Report and Project Detail Report.
Project List Report
A Project List Report is a summary of a list of projects. You may create a project list from a single set of search results or multiple search results.
Generating a Project List Report from a single search result
On the search results page, tick the checkboxes to select the projects you wish to include in the report. Tick the checkbox in the table header to select all projects. Once you’ve made your selection, click Print and select Print from the drop down menu.
Image 1: Selecting project(s) to print.
Once you’ve done that, a window will pop up with further options. By default, Project List Report will be selected in the drop down menu. All you have to do is choose between a Standard or Extended report. Click Generate Report to download the PDF report and click on Close to close the window.
Image 2: Print report options.
You may now view your Project List Report via a PDF reader or your browser.
Image 3: A Project List Report.
If you have ticked the Include All Fields checkbox in the previous step, it is recommended that you select the Extended (Landscape) option to allow space for the additional columns in the report.
Image 4: An extended Project List Report.
Generating a Project List Report from multiple search results
To generate a Project List Report from multiple search results, you need to repeat the following steps each time you run a search.
- On your search results page, select the projects you wish to include in your report
- Click on Print and select Add to Print List
Image 5: Selecting and adding project(s) to a print list.
Repeat the steps above until you have compiled all the projects you are interested in on the print list.
Click on Print and select View Print List to check that you have all the projects you need.
Image 6: Viewing selected projects on a print list.
On the Project Print List page, you will see the projects you have added from multiple search results. To remove a project from the print list, click on the X icon. Once you are satisfied with your list of projects, click on Print All. Image 7: Editing a print list.
From this point onwards, simply refer to the steps from image 2 above. If you need to reset your criteria and start again, select Clear Print List from the Print drop down menu and restart the searching and selection process.
Image 8: Resetting a print list.
Project Detail Report
The Project Detail Report provides information about a project in a single PDF file, and may be generated for a single project or multiple projects. The size of the PDF file will depend on the amount of information included in the report. You may choose the data sets you wish to include in your report.
Generating a Project Detail Report from a single search result
There are two ways to generate a Project Detail Report for a single project. On the project detail page, you may:
- Click on Quick Report. This option will trigger a PDF download immediately.
- Click on Print. This option will give you the opportunity to customise the data sets you wish to include in your report.
Image 9: Report options on a Project Detail page.
If you choose Quick Report, a PDF will be downloaded to your computer immediately.
If you choose Print, a window will pop up for further options. By default, Project Detail Report will be selected in the drop down menu. Tick or untick the checkboxes to customise the information you wish to include or exclude in your report. Once you’ve made your selection, click Generate Report. A PDF file will be downloaded to your computer.
Image 10: Report options pop-up window.
You may now view your Project Detail Report via a PDF reader or your browser.
Image 11: A Project Detail Report.
Generating a Project Detail Report from multiple search results
To generate a Project Detail Report from multiple search results, you need to repeat the following steps each time you run a search.
- On your search results page, select the projects you wish to include in your report
- Click on Print and select Add to Print List.
Image 12: Adding project(s) to a print list.
Repeat the steps above until you have compiled all the projects you are interested in on the print list.
Click on Print and select View Print List to check that you have all the projects you need.
Image 13: Viewing project(s) on a print list.
On the Project Print List page, you will see the projects you have added from multiple search results. To remove a project from the print list, click on the X icon. Once you are satisfied with your list of projects, click on Print All.
Image 14: Editing a print list.
Select Project Detail Report in the drop down menu. Tick or untick the checkboxes to customise the information you wish to include or exclude in your report. Once you’ve made your selection, click Generate Report. A PDF file will be downloaded to your computer.
Image 15: Viewing project(s) on a print list.
You may now view your Project Detail Report via a PDF reader or your browser.
Note: If you wish to generate a PDF report about a company or multiple companies, simply apply the steps above on company search results.