Reporting & Calculations

The reports register Metrics, search, columns and the two kinds of report. Creating a report Starting a report, choosing a template and linking to a project. The builder interface The three columns, live preview and auto-save. Building the document outline Cover and document control, sections, appendices, PDF pages and reordering. Report details Cover page and document control fields, numbering and revisions. Writing section content Section titles and the rich-text editor. Adding images and figures Upload, media picker, image creation and map annotation. Pulling in job resources Inserting DCP tests, boreholes and photos linked to the job. Exporting the report What the PDF contains, pre-export checks and branding. Report templates The supplied templates, system versus custom, duplicating and syncing. The calculation register Searching, filtering, reading results and unlinked calculations. The calculation library The four calculators, their methods and assumptions. Working through a calculation The six-step wizard, live results and what governs. Linking a calculation to a project Connecting calculations to projects and jobs. Revisions and traceability Immutable snapshots, revision notes, duplication and review.