In this article, we’ll show you:
how to create reports from templates
how to create your own templates
how to create new reports from scratch
how to print reports from the current view
1. Creating Reports from Templates
Video [translated with AI]: Creating Reports from Templates
Timestamps
0:00 – Introduction
0:12 – Open the Report function
0:27 – Create report from template
0:57 – Adjust template
3:15 – Save report
3:33 – Create your own template
4:16 – Print report
Step-by-Step Guide: Creating a Report from a Template
Open the Report function via the specter menu in the top left.
Select “Create report from template.”
Various templates are available, for example:
Weekly Tasks (2D view) – displays daily tasks for the selected week, color-coded by type.
Delay Analysis – evaluation based on the data analysis.
Open the desired template.
Choose a reference date or week for which the report should be created and click Update Preview.
The report is automatically generated – e.g., one page per day (Monday to Friday).
Saving the Report
Once your adjustments are complete:
Click Save in the bottom right corner.
Enter a name (e.g., Test 1).
The report appears in the Reports overview on the left side.
Creating Your Own Report Template
If you want to reuse a report regularly in the same format:
Click Create Template in the bottom left instead of Save.
Enter a name (e.g., Test 2).
The new template appears in the Templates section.
You can select and reuse it anytime later.
Exporting or Editing a Report
Use the Print icon in the top right to download and open the report.
Use the pencil or text icon to add notes or text before saving or exporting the report.
💡 Tip:
Create a custom template for recurring reports (e.g., weekly tasks) to save time and ensure consistent formatting.
2. Creating a New Report in specter & Printing from the Current View
Video [translated with AI]: Creating a New Report in specter & Printing from the Current View
Timestamps
0:00 – Introduction
0:14 – Create new report
0:29 – Add components
0:55 – Adjust coloring
1:26 – Add Lookahead Plan
2:41 – Add construction schedule
4:37 – Print report from current view
Step-by-Step Guide
Creating a New Report
Open the Report function via the specter menu and select New Report.
Add the desired components via the green “+ Add Component” button, for example:
3D model
Lookahead Plan
Construction schedule
Lists
Each component can be individually configured:
Adjust coloring (e.g., by object status or effort type)
Set the timeframe (e.g., 2 weeks instead of 6)
Select a view (e.g., saved construction schedule view)
Click Update Preview to review the layout.
Save the report or create a template from it.
💡 Tip:
If you only want to display a specific building in the construction schedule, save a custom view in the dashboard and select this view for the report. This way, you control exactly which content appears in the report.
Printing a Report from the Current View
You can also generate a report directly from a dashboard view:
Open the desired view in the Dashboard (e.g., Lookahead Plan or model view).
Click Print Report from Current View in the top right.
Confirm your selection and update the preview in the report function.
Adjust settings as needed and save or export the report.