Report Template Builder
Create consistent, professional reports tailored to your company’s needs.
Why It Matters
Reporting should be consistent, accurate, and easy to produce. With the new Report Template Builder, your team can standardise reporting across the organisation — saving time, reducing manual effort, and ensuring every report reflects your company’s standards.
Standardise Reporting Across Projects
Admin users can create predefined templates that act as your company’s reporting standard, ensuring every report looks the same, no matter who generates it.
Save Time & Reduce Manual Work
Decide once which sections, fields, and filters should be included, then reuse the template across projects. No more rebuilding reports from scratch.
Greater Control Over Data
Select exactly which data is displayed in each section — from costs and KPIs to job status and item-level details — and sort them by relevance, priority, or timeline.
Add Context Where It Counts
Insert custom text fields, edit headings, or add explanatory notes, so every report is not just numbers but a complete story.
Instant Preview & Easy Reuse
Preview your template before generating the PDF. Once saved, templates can be applied to any project and updated as your needs evolve.
Start using the Report Template Builder today to standardise reporting and free your teams from repetitive manual work.
