Built-In Reports
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      Built-In Reports

      Join has built-in reports that are aimed to help the team succeed with the project. These reports can be customized and shared with teammates.

      Built-In Reports

      Dashboard - Active Milestone

      The Dashboard is both a tab that you can navigate to but also a report that can be saved, edited and shared. By launching from the Built-In Reports section the default Cost Trendline will show the active milestone. The Estimate chart will be grouped by UniFormat and the Items chart will be Grouped by Status.

      Cost Trends By Category

      The Cost Trends by Category report provides a visual of cost over time for each category within a categorization. For more details, check out the Cost Trends By Category Report article.

      C&A Draw Report

      The Contingency and Allowance Draw Report tracks the history of your Contingencies and Allowances across the lifecycle of your project. The report can be viewed for the active Milestone or across all Milestones. For more details, check out the Contingency and Allowance Draw Report article.

      Items List - Active Milestone

      This report will take you to the Items list for the Active Milestone with the standard filter set. The Items will be sorted by Item Number and no Group By will be applied. This is a great report for checking the overall potential of the current milestone and a global view of Items independent of their status.

      Items List and Details

      The Items List and Details is similar to the Active Items list except that the PDF print feature on this report will allow you to print out the details of the Items along with the summary list. This report can also be accessed under the Items tab with the export button. When printing you can select to include or exclude the Item change history as well. 

      Milestone Summary Report

      The Milestone Summary Report is a flexible platform for updating teams on cost. The chart can be grouped by any categorization to break down the cost and the list can represent the unique hierarchies of each project with the default grouping of UniFormat Level 1 followed by MasterFormat Level 1. For more details, check out the Milestone Summary Report article. 

      Item Costs Summary

      A variation of the Milestone Summary Report the Item Cost Summary will represent the Pending, Accepted, Incorporated, and Rejected Items in the Active Milestone. This is a great way to see how the costs of each Item are broken down by the selected categorizations. 

      Active Milestone Estimate

      The Milestone Estimate is the cost input for the project amount complete with Direct Costs and Markups on the project. If you want a snapshot in time or to export the estimate you can download this as a spreadsheet (.XLSX) to use. 

      Active Milestone Budget

      The Milestone Budget is the cost input for the project amount complete with Direct Cost and Markup. If you want a snapshot in time or to export the budget you can download this as a spreadsheet (.XLSX) to use. 

      Project Cost Breakdown

      The Project Cost Breakdown Report shows how the costs in an Estimate or Budget are broken down into the different cost categories of Direct Costs, Markups, Contingencies, Allowances, and Owner Costs.

      Variance Report

      The Variance Report is a powerful tool that can compare any two values (Budget, Estimate, or Running Total) from either the active milestone or a previous milestone. For more details, check out the Variance Report article.

      Trending Cost Report

      The trending cost report is very similar to the cost summary in the navigation bar, except it also includes the cost of Pending Items to show the potential range of how costs on the project are trending.