BIM 360 Field Reports: Generating an Issue Details Report 

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.

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

STEP 5: Change the Group by drop down to Company (with Location details)

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 all closed issues too

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.

Below is an example of one issue with push pin location and photos:

Setting Up a Reoccurring Automatic Report

Once you establish the parameters of your report, now you would like it to automatically be issued and distributed periodically. (Every day, every other day, every week, etc.)

STEP 1: On the report page, press the Schedule button at the top of the page.

STEP 2: The schedule info will open to the right.

STEP 3: Change the Schedule name to match the parameters of the particular report you have setup.

STEP 4: Choose how often the report will run and on which days and at what time

STEP 5: Select all of the individuals that you would like to receive the ENTIRE report which includes all issues for all subcontractors

STEP 6: Select this checkbox to send a report to all individuals for each company of only their companies issues

STEP 7: Adjust the Subject line as desired

STEP 8: Edit the message to be sent as desired

STEP 9: Save the scheduled report so that it is in the queue to be sent out

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:

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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.