Working with Reports

AASHTOWare Project provides a wealth of standard reports and the flexibility to create custom reports for your agency's unique business needs. You can generate reports from any page in the system by clicking the Actions menu on the Menu Bar and then clicking Generate Report.

You can also generate reports from the Actions menu on Overview and Summary component headers. The reports available from component headers are related to the type of information managed on that component. For example, you might be able to generate the Bid Letting Summary report from the Bid Letting Overview or Bid Letting Summary components.

Note: Your agency customizes the application and configures user role settings that determine which reports are available to you.

AASHTOWare Project includes standard reports for these modules and functionality:

Civil Rights & Labor	Access information for Civil Rights & Labor reports. See Report Descriptions - Civil Rights & Labor.
Construction	Access information for Construction reports. See Report Descriptions - Construction.
Estimation	Access information for Estimation reports. See Report Descriptions - Estimation.
Materials	Access information for Materials reports. See Report Descriptions - Materials.
Preconstruction	Access information for Preconstruction reports. See Report Descriptions - Preconstruction.
System Administration	Access information for system administration reports. See Report Descriptions - System Administration.

All base fields are available for use in standard and custom reports. You can also use agency fields in custom reports. See Generate Available Data Output and Customizing Reports.

Generating a Report

Follow these steps to generate a report:

Select Generate Report from the Actions menu on the Menu Bar.

The system takes you to the Generate Report component, which lists all the reports you can generate.
In the list of reports, click the row for the report you want to generate.

The system adds a check mark beside the report you selected.
If data is required, it will be noted in the Data column. To select the data required for the report, choose Select Data from the Settings menu on the component subheader.

Type criteria in the Quick Find search box, or click Show first 10.

The system displays a list of all the records in the system that match your search criteria. Select the records you want to include in the report. If you want to select all records that match your search criteria, click the Select: All option.
- Note: If you are working on a large data set and you select to include All records in the report, keep in mind that such a large request for data requires a longer processing time. Consider scheduling the report to run outside of normal business hours.
If you need to select parameters for generating the report, select Set Parameters from the Settings menu on the component subheader.

The system displays parameter options for the selected report. Select appropriate options in the parameters window. For more information, see Using Report Parameters and Output Options.
By default, reports are generated in PDF format. If you want your report generated in HTML format, select Output Options from the Settings menu on the component subheader, and click the Generate as HTML option.
- Note: If you are using Microsoft Edge and you want to generate the report in PDF format, you must click the Download PDF option rather than generating the report directly in the web browser. If you are using Microsoft Edge and you want to schedule the report to generate in PDF format, click the Generate as PDF option.
If you want to specify the layout source for the report, select Output Options from the Settings menu on the component subheader. For more information about the report layout source, see Output Options.
If you want to generate the Available Data version of the report, which lists all entities, child entities, and fields used to build the report, select Output Options from the Settings menu on the component subheader, and select the Generate Available Data Output check box. For more information about the report layout source, see Output Options.
If you want to schedule the report to run outside of normal business hours, especially if you are working on a large data set, select Schedule Report from the Settings menu on the component subheader. For more information, see Scheduling a Report.
Click the Execute button on the component header.

The system generates the report and displays it in a new browser window. Use your browser's print function to print the report if you need a printed copy.
- Note: If you selected the option to generate the report in HTML format, the system displays a file Download window. Click theOpen button, and the system displays the HTML report in a new browser window.