In this article, we will show you:
how to create reports from templates
how to create your own templates
how to create new report
how to print reports from the current view
1. Create reports from templates
Video: Create reports from templates [translated with AI]
Timestamps:
0:00 – Introduction
0:12 – Open report function
0:27 – Create report from template
0:57 – Customize template
3:15 – Save report
3:33 – Create template
4:16 – Print report
Step-by-step instructions
How to create a report from a template
Open the Report function via the specter menu in the top left corner.
Select “Create report from template.”
You will be shown various templates, e.g.:
Weekly tasks (2D view) – shows the daily tasks for a calendar week highlighted in color.
Delay analysis – evaluation based on data analysis.
Open the desired template.
Select a reference date or the week for which the report is to be created and click on update preview.
The report is generated automatically – e.g., with one page per day (Monday to Friday).
Save report
When you have finished making your adjustments:
Click Save in the lower right corner.
Enter a name (e.g., Test 1).
The report will appear in the "Reports" overview on the left-hand side.
Create your own report template
If you want to use a report regularly in the same format:
Do not click on “Save,” but on “Create template” at the bottom left.
Give it a name (e.g., Test 2).
The new template will appear in the “Templates” area.
You can select it again later and reuse it at any time.
Export or edit report
You can download and open the report using the print icon in the top right corner.
Use the pen or text icon to add additional text or comments to the report before saving or exporting it.
💡 Hint:
Create your own template for recurring evaluations (e.g., weekly task reports). This will save you time and ensure that all reports are structured uniformly.
2. Create a new report in Specter & create a report from the current view
With the reporting function in specter, you can not only use templates, but also compile completely new reports individually – or print a current view directly from the dashboard.
Video: Create a new report & from the current view [translated with AI]
Timestamps:
0:00 – Introduction
0:14 – Create a new report
0:29 – Add components
0:55 – Adjust coloring
1:26 – Insert weekly preview
2:41 – Add construction schedule
4:37 – Print report from current view
Step-by-step guide
Create new report
Open the Report function via the specter menu and select “New Report”.
Add the desired content using the green “+ Add Component” button – e.g.:
3D model
Weekly preview
Construction schedule
Lists
Each component can be configured individually:
Adjust coloring (e.g., by object status or expense type)
Set time period (e.g., two weeks instead of six)
Select view (e.g., saved construction schedule view
Click Update Preview to check the display.
Save the report or create it as a template.
💡 Hint:
For example, if you only want to display a specific building in the construction schedule, you can save a custom view in the dashboard and select it later in the report. This allows you to control exactly which content appears in the report.
Print report from current view
You can also create a report directly from the dashboard:
Open the desired view in the dashboard (e.g., weekly schedule or model view).
Click on “Print report from current view” in the upper right corner.
Confirm your selection and update the preview in the report function.
Adjust the settings as needed and save or export the report.