BIM 360 Field Reports: Suggested Report Settings

There are two reports that have been found to be of benefit to the project teams:

1. A report generated daily that sends all of the new issues that were created the previous day. To do this adjust the following settings:

A. Group the report by the Location – This will make it easy to keep all issues in a particular location together in the report

B. Sort by Company then ID – This will create the full report in an organized manner

C. Include issues with a Date Created

D. During the timeframe of yesterday

E. Be sure to select Saturday and Sunday if you are working on Friday and Saturday so that the report provides the new issues found on the previous days

F. Select all the related issue types

G. Select the issue statuses you’d like to be included

H. Show attachments after each item

I. Select the Pushpins setting Pins per issue

An example of this report is below:

1. The Location of the issue is identified at the top of the report

2. The Issue ID, Description, Location details, Status, Company, Type of issue, date created and date due are all displayed at the top of the report

3. A plan view with a pin of the issue location is shown if a pin is created by the issue creator

4. The issue status bar shows what colors represent that issues status

5. Any attachments will show up here

2. A report that is emailed out once a week with all of the subcontractors current open issues gives them a recap of all of their open issues

A. Group the report by Company (with Location details) – This will make it easy to keep all issues for a particular company and in a specific location organized

B. Start a new page – When the company changes

C. Sort by date updated then ID

D. Include issues with a Date Created during the timeframe of ALL

E. Select the day and time you would like the issue list to be sent

F. Select all the related issue types

G. Select the issue statuses you’d like to be included

H. Show attachments after each item

I. Select the Pushpins setting Pins per group

An example of this report is below:

Pitfall Alerts!

1. If you have multiple users, they must sync up before the report’s scheduled delivery, or that information will not be issued.

2. Any errors in assignments, print areas, etc. must be corrected prior to sync or delivery, otherwise the report will be issued with the errors intact.

Final Tips:

1. One individual be responsible to prepare and issue scheduled reports to minimize duplication of effort and prevent inundation of the receiving parties with e-mail transmissions.

2. At the bottom of the Autodesk page there is a link to Support and Training for tutorials and other resources. You can also submit a ticket for help if you need to do so.