BIM 360 Field Web Portal: Issuing Reports 

You can use the BIM 360 Field Reporting feature to create a report in .pdf, excel, or rich text format that includes all issues with all custom fields, as well as any referenced photos, documents or markups (pdf format only for photos and attachments). To create this project snapshot of your issues, follow the steps below:

Generating an Issue Details Report

STEP 1:  While logged into BIM 360 Field, click the Reports link at the bottom of the menu on the Left side of the screen.

STEP 2: Click the Issues button located on the left.

STEP 3: Select the List button to load the report parameters of the Issue List report.

Below are the Primary filters used when creating a report:

STEP 4: Change the Report Name to match the parameters you adjust below

STEP 5: Change the Group by drop down to Location or as desired

STEP 6: In the Issue Statuses drop down, select all the choices except for closed – This will include only open issues in the report and will not include any closed issues

STEP 7: In the Extras section, select the appropriate option from the Show attachments dropdown and then check the boxes to include comments, custom fields, signatures and cover page as desired.  A favorite report of some Swinerton projects includes the selection of After each group of items in the show attachments selection box, small Attachment size, the Inclusion of comments, and push pins included per group.

STEP 8: Click Run Now to generate the report for your project data

STEP 9: Schedule this report to be automatically sent to subcontractors or individuals working on the project.

The Extras portion of the reports menu is very important to understand.  It will determine the format, organization and information that is included on the reports.  Below is an explanation of these features:

1. The Show attachments drop down menu will provide a few options for displaying photos, markups and pushpin locations.  If you are creating this report for a subcontractor to use, they typically prefer this setting to be on After each item.  If this is for internal use so that Swinerton can see all issues for each location select the option After each group of items.

2. Typically the smaller photos icon is sufficient, however, you can use medium sized or large sized attachments as desired

3. Be sure to include the comments since this is the main means of communication back and forth on an issue with a subcontractor

4. Select these boxes as needed depending on the custom properties, signatures and whether you’d like a cover page to be included

5. Select this icon for a list view with no pushpins locations included in the report

6. The Pins per group button will show all the pins in a specific location on one plan view instead of one pin per item.  This is a good overview report of each room so you can view all the issues in that room.  It’s often taped at the entrance to that room

7. The Pins at end of report button will include the pins view per location at the end of the list of issues.  This option is rarely used.

8. The Pins per item will provide a plan view of the pins locations per issue without grouping them.  This is a great report for subcontractors so they can see each issue, fix them and move on.

The Run Now, Schedule and Save Report options allows you to view, save and plan on when a report will be automatically distributed.  These options automatically compile all the issues and distribute them to the correct parties for you.

STEP 1: Once you have selected all your filters and options, push Run Now at the top of the page.

STEP 2: After a few moments (or minutes depending on the size of the report), a screen will appear with 3 options:

A. View in new window – Opens PDF inside 360 Field PDF viewer. You can print or download

B. Send – Allows you to email the report

C. Download – Downloads the report to a user selected location

STEP 3: Be sure to View in a new window prior to downloading, sending or scheduling for the report to be sent out

Pitfall Alert! While you are preparing this send document, take care as to not click anywhere outside the open window. The window will close and cannot be recovered. You will have to rerun the report, but fortunately should be listed in your Recent reports.