Exporting Production Reports

Introduction

In dynamic shop environments, having the flexibility to quickly modify ongoing projects and generate reports on-the-fly is crucial. Building Swell offers easy export functionalities to cater to these needs. This article walks you through the process of exporting production reports for various purposes, including updating tasks and generating reports for contractors.

Step-by-Step Guide

Export the Report

• For making quick changes to a project in motion or generating a daily report, utilize the export function.
• Head to Build > Orders.
• Navigate to the three-dot menu at the top right corner.
• Select the "Export" option to generate a report.
• Reviewing the Exported File: open the generated file to view a snapshot of the current activities in your shop and share it with project teams.

Re-import Data

• Mass Updating: make edits to the exported report and save as the first step to edit multiple multiple entries at once. For example, if you want to archive several orders at once, change the "archive" column value to "true".
• Make other necessary changes to the project details or any other relevant information as required.
• Re-importing the Data: once updates are made, re-import the data following the import process mentioned in previous lessons.
• Note on Converting to Other Formats: if there's a need to convert the exported file into software like Microsoft Project or any other relevant format, reach out to Building Swell for guidance.

Tips

• Data Backup: Before making any significant modifications in the exported file, consider keeping a backup to revert to, if necessary.
• We're Here to Help: If unsure about converting the exported report to other formats, always consult with Building Swell experts for the best practices.

Conclusion

Exporting production reports in Building Swell empowers users with the flexibility to make swift changes, generate precise reports, and ensure smooth communication with contractors. Utilizing this feature effectively can greatly enhance your production management capabilities.