Points reports allow you to turn the points created in the application into structured PDF reports that can be shared with colleagues, subcontractors, clients, or other project stakeholders.

This guide explains the two ways of generating a points report:

It also explains how to configure report templates so you can control exactly what information appears in your reports.

A Points Report is a structured report containing information from the points created in your project.

Depending on your report template, you can include:

You can also determine how points are grouped and sorted and which information should be displayed.

This allows you to create reports for different purposes, such as:

Before creating a report, it is important to understand the difference between the two options.

A List Points Report is generated from one specific list.

Use this when you only want to report on points belonging to a particular list.

For example:

You can generate a report for all points in the list from the Lists overview screen or select only specific points by visiting the List's points overview (by clicking on the list).

A Project Points Report is generated from the "Entire project" view and can contain points from multiple lists.

This is useful when you want to create a broader report across the project.

For example, you could create a report containing:

💡 Good to know: Applying filters before generating a report allows you to determine which points should be included.

A Project Points Report is generated from the "Entire project" view and allows you to report on points across multiple lists within the project.

Enter your project and navigate to the points overview.

Make sure to select "Entire project" in the top dropdown to display points across all accessible lists.

Note: Report all points

Click on "Generate report" directly to create a report containing all points in the entire project.

Before generating the report, apply filters to determine which points should be included.

For example, you can filter by:

This allows you to create a focused report without having to include every point in the project.

💡 Best practice: Always apply your filters before generating the report. This keeps reports focused and ensures recipients only receive the information relevant to them.

You can report on all points matching your filters by clicking "Generate report" directly.

Alternatively, you can manually select the specific points you want to include and then click "Generate report".

Click on "Generate report" in the top right corner or in the bulk action menu.

The "Generate report" window will open.

Here you can:

Afterwards, click on "Generate report" to generate the report.

The generated report will automatically be saved in the "My reports" subfolder within the "Reports" folder in the Documents section.

A List Points Report is generated from one specific list and includes points belonging to that list.

Enter your project and click "Lists" in the navigation menu on the left.

Select the list for which you want to generate a report.

Alternatively, go directly to the Points section by clicking "Points" in the navigation menu. Then click "Entire project" in the dropdown at the top and select the desired list.

You have two options.

Click on "Generate report" directly to create a report containing all relevant points in the list.

Click on "Generate report" in the top right corner or in the bulk action menu.

The "Generate report" window will open.

Here you can:

Afterwards, click on "Generate report" to generate the report.

The generated report will automatically be saved in the "My reports" subfolder within the "Reports" folder in the Documents section.

Enter your project and click "Lists" in the navigation menu on the left.

When hovering over a list, a printer icon will appear. Click this icon to directly generate a report containing the entire list.

The generated report will automatically be saved in the "My reports" subfolder within the "Reports" folder in the Documents section.

If you regularly create the same type of report, create and save a dedicated report template. Read this FAQ to learn How to Configure a Points Report Template.

For example:

This prevents you from having to configure the same report settings every time.

For Project Points Reports, combine saved templates + filters to quickly generate different reports from the same project data.

Encountered a problem? Contact our support here or ask your questions online directly on the app.