Custom Reporting
-
Custom reporting with Excel
In this article: Download the workbook | Set up the workbook | Troubleshoot Related resources: API and PAT u...
-
Query Builder for custom reporting
In this article: query builder build the header build the body save or delete the query run the report You can buil...
Standard Reporting
-
Daily activities search and reporting
In this article: daily activities search, daily activities status report The Daily Activities page keeps track of dai...
-
All Reports tab
In this article: PDF and CSV reports The Appia service creates PDF reports (and for some areas, CSV exports) using ...
-
Export projects and data
In this article: export projects export reports export database If you have the proper access, you can export Appia...
Project Closeout
-
Archive and complete Appia® project statuses
In this article: mark project complete, or archive a project An archived project no longer displays on the My Project...
-
Issue the final payment
In this article: before the final payment, things to know, create final payment The final payment is used when the pr...
-
Punch lists
In this article: add, edit, or delete a punch list task A punch list is a set of user-defined tasks intended to be co...