Select the Type of Data

An e-Builder Administrator can utilize the Run As User option to generate a report on all projects without adding users to additional projects. The Administrator could run the report as if run by him/ her. This would be useful for executives who require program-level reporting and do not have access to every project in e-Builder.

The Administrative Reports option enables the e-Builder administrator(s) to report on user and project information to help manage their account.

The types of administrative reports that can be run are as follows:

• Role Membership: Report on the account roles for the users on the account. For example, report on the users in the architect role to verify that all new architects have been added to it.
• Project Membership: Report on which projects each user has been added to. For example, report on the membership of a new project to verify that all appropriate users have been added to it.
• User Details: Report on any of the user information fields. For example, a list of users located in a specified city or state or number of times they have logged in.
• Project Activity: Report on high level project usage information. For example, report on how many files have been saved on all projects to verify that users are storing their information in the e-Builder documents module.
• Audit Log: Report on activity that has transpired within the Administrative Tools. For example, report on when an administrator added a new user to the account.
• Form Type Permissions: Report on the form type permissions of each account role. For example, report on the account roles that have permission to fill out an action Item.

The Bidding Reports option enables you to report on data in the Bidding module of e-Builder.

If your account is not using set up to use the Bidding module, you will not see it listed as an option.

The types of bidding reports that can be run are as follows:

• Project Bidding Summary: A high-level overview of the status of the bids on your projects. For example, you could print a summary report showing the numbers of invited bidders, their respective statuses, and responses for each of your projects.
• Bidders: Report on the companies or contacts that have either submitted or just been invited to bid. For example, you could run a report of all companies, their contact information, a summary column showing the details of their bidding, and other pertinent information.
• Bid Coverage: Report on your bid coverage for a project, listed by construction code. For example, you could run a report that shows how many bidders were invited and how many accepted the invitation to bid for MEP work. If you configured color coding for each of your columns in the invited bidder details for the project bid, it will also carry forward and be shown in the report output.

The Contact Reports option enables you to report on data in the Contacts module of e-Builder.

The types of contact reports that can be run are as follows:

• Companies: Report on the companies listed in your contacts database. For example, a list of your vendors that qualify as diversity suppliers.
• Contacts: Report on the contacts stored in your contacts database. For example, a list of all of your primary contacts with each of your vendors.

The Cost Reports option enables you to report on data in the Cost module of e-Builder. The cost module allows the widest variety of report types.

The types of cost reports that can be run are as follows:

• Project Cost Summary: Report on Budget Cost Summary data for one or more projects. For example, a report showing the Total Budget, Commitments, and Actual Costs on each project in a capital program.
• Budget Line Item: Report on Cost information for each line item in the budget. For example, report on how much money is left to spend on Construction on all 5 of your active projects.
• Budget Changes: Report on the changes to a budget. For example, a Project Manager can see a list of all of their budget changes and the reason why each change was made.
• Budget Change Items: Report on budget changes for each line item in the budget. For example, a list of the budget changes for each line item in the budget on all new construction projects.
• Budget Planning Summary: Report on budgets while they are in the draft status. For example, a list of projects with budgets in draft status that have been submitted for approval
• Budget Planning By Line Item: Report on budgets at the line item detail level while they are in the draft status. For example, a Project Manager can report on how much he has budgeted for design fees on each of his projects before he approves the budgets.
• Commitments: Report on commitments for one or more projects. For example, prior to negotiating a new contract with a vendor, run a report on how much is committed with that vendor on all projects.
• Commitment Items: Report on the details of commitment items. For example, report on the breakdown by budget line item of all contracts with the General Contractor or Architect on a project.
• Commitment Changes: Report on any changes to commitments. For example, a Project Manager can report on all pending commitment changes to see what the impact would be if each of the associated change orders were approved.
• Commitment Change Items: Report on the changes to commitments at the commitment item level. For example, a detailed list of the impact on each commitment item of the change orders on a project.
• Actual Costs: Report on the invoices for one or more projects. For example, a report of the invoices approved by month during the course of a project.
• Actual Cost Items: Report on the details invoice items. For example, a report showing the contracts on a project and the detailed breakdown of how much has been paid on each one.
• Items Pending Approval: Report on the draft items that are awaiting approval. For example, a list of all of the commitments that need to be approved by the Project Manager.
• Funding Sources: Report on the status of the funding sources for one or more projects. For example, show how much has been used from each funding source and what the remaining balance is.
• Funding Source Transactions: Report on the individual transactions involving the funding sources. For example, a report showing all of the transactions on the funding source.
• Budget Funding: Report on the funding source allocations assigned to each budget line item. For example, a matrix report showing all the funding sources and their budget line item allocation amounts, grouped by account code and description.
• Commitment Funding: Report on the funding source allocations assigned to each commitment line item. For example, a matrix report showing all the funding sources and their commitment line item allocation amounts, grouped by account code and description.
• Actual Cost Funding: Report on the funding source allocations assigned to each invoice line item. For example, a matrix report showing all the funding sources and their invoice line item allocation amounts, grouped by account code and description.
• Cash Flow: Report on the expected cash outflows in previous or future months for one or more projects. For example, a Program Manager can report on the expected cash flow in the coming 12 months in order to plan when to borrow the necessary funds.
• Cash Flow Details: Report at the budget line item level on expected cash outflows. For example, a report that shows how much money is expected to be spent in 6 months on both design and construction.

Tip

There is overlap in the reporting options on many of the report types. Because of this you may be able to use more than one type of cost report to provide you with the data that you need.

• In the e-Builder database, all the currency values are stored up to four decimal places but only two are viewable on the Cost View, which may lead to rounding differences. This means that if you filter on an exact decimal amount looking at data via the Cost View, you may not get the correct results.

The Calendar Reports option enables you to report on meetings and events recorded in the Calendar module of e-Builder.

The types of calendar reports that can be run are as follows:

• Events: Report on calendar events that you have access to view in e-Builder. For example, a list of meetings that you created on a specific project.
• Attendees: Report on who attended calendar events. For example, report on the number of times each member of your team attended the weekly status meeting.

The Combined Reports option enables you to report on data in both the Schedule and Cost modules of e-Builder in the same report.

If your account is not using both the Cost & Schedule modules, then you will not see it listed as an option.

The columns available for selection in the subsequent steps will include both Schedule and Cost fields.

The types of combined reports that can be run are as follows:

• Project Cost and Schedule: Report on the high level Cost and/ or Schedule information on some or all of your projects. For example, a program wide executive status report that shows the starting dates and budgets for each project.

The Document Reports option enables you to report on data in the Documents module of e-Builder.

The types of document reports that can be run are as follows:

• Document Usage: Report on the number of files and folders being used on a project (or for multiple projects) and the amount data being stored. The number of files includes the number of versions for a file. For example, if you are using File A and File B but you recently uploaded a new version for File B, the total number of files will be 3. Project Managers might run this report to review how many documents have been stored for a given project.
• Document Log: Report on the number of individual files (excludes versions of the same file) that are uploaded into the documents area of any project. For example, a list of all files added to the Schematic Design folder during the week that they were due for submission.
• Progress Photo: Report on progress photos and display thumbnail images of the photos. For example, a report showing Aerials uploaded in the past 2 weeks.
• Progress Photo Image: Display images of the photos stored in a progress photos folder. This report would be used to see larger sized images of a specified set of progress photos. For example, to complete a close out package for a project the Project Manager may want to run a full Progress Photo report of all documented images from start to finish.

The Forms/ Workflow Reports option enables you to report on data in the Forms module of e-Builder.

If your account is not using the Forms module, then you will not see it listed as an option.

The types of form reports that can be run are as follows:

• Forms Summary: Report on all form types filled out on one or many projects. For example, a summary of all outstanding Change Orders and Action Items on projects in the Southeast region.
• Form Log: Report on the custom fields created for a specific form type. For example, create an RFI log which shows the information requested field and the response for all RFIs on a project.

The Process Reports option enables you to report on data in the Process module of e-Builder.

If your account is not using the Process module, then you will not see it listed as an option.

The types of process reports that can be run are as follows:

• Process Summary: Report on all process types filled out on one or many projects. For example, a list of all outstanding Change Orders and Action Items on projects in the Southeast region.
• Process Log: Report on the custom data fields created for a specific form type. For example, create an RFI log which shows the information requested field and the response for all RFIs on a project.

The Schedule Reports option enables you to report on data in the Schedule module of e-Builder.

The types of Schedule reports that can be run are as follows:

• Schedules and Tasks: Report on overall schedule and on individual tasks that compose the schedule for one or more projects. For example, a report showing all tasks on a project that are scheduled to finish 5 days or more behind schedule. This type of report can generate a Gantt Chart.
• Schedules: Report on overall schedule and master tasks in the schedule for one or more projects. For example, a report listing the start and finish date and each of the key master tasks included in the schedule for one or more projects.

Master tasks are critical dates or milestones that are common across more than one project. To enable true program level reporting that meets the needs of an executive, e-Builder requires tasks to be flagged program-wide. The Administration Tools section will cover how to configure master tasks in e-Builder.

The Time Tracking Reports option enables you to report on data in the Time Tracking module of e-Builder.

The following Time Tracking report can be run:

• Time Sheet Details: Report on the time sheet details like the creation date, entry dates, hours and activity codes.