Project and Group reports are helpful for viewing compiled information about specific events. Oversite currently has six standard reports that are available on every project and group.

Navigate to Reports

Open the Project/Group you would like to review.
Click the Reports menu item in the left navigation menu.
The Reports Page will load with the six standard reports offered by Oversite.

Viewing and Exporting Reports

Reports can be viewed and downloaded in multiple ways. Each report offers at least one of the view/export methods listed below:

Preview - This button will display the report in the current page. It is a quick preview of what will be downloaded if the Export PDF button is clicked.
Export PDF - This button will download a PDF version of the report that you can save to your computer and share if needed.
Export CSV - This button will download a CSV version of the report. The CSV can be used in programs like Excel and allows further manipulation of the raw data.

Available Reports

Project/Group Overview

This report provides a high-level overview of the project/group details along with a snapshot of the current financials.

Details of the project include:

Project name
Description
Current Project Manager
Prime Contractor & Subcontractors
Notice to Proceed Date

Financial data includes:

Awarded amount
Authorized amount
Amount paid to date, if any
Amount of approved change orders, if any
Total retained value, if any

Available as a PDF and CSV export.

Change Order Status

This report shows the status, date, summary, and dollar value of each change order in the Project or Group. The total net change to the project or group is also displayed on this report.

Available as a Preview, PDF, and CSV export.

Payment History

The Payment History Report displays all of the Pay Requests within the project or group. This report shows the pay period, payment amount, any adjustments and/or retainage applied, and the status of each Pay Request. The report also offers a summary of the total payments and payments to date for each payment period.

Available as a Preview, PDF, and CSV export.

Weekly Item Progress Report

This report gives you quick access to view all items placed in inspections within the selected timeframe. Items placements are shown per item, per day in this report.

Weekly Item Progress Report settings:

Start Date - Select the start date of the report timeframe.
End Date - This date will be automatically set to 1 week from the Start Date.
Status - Select the status(es) of the daily inspections that will be show in the report.

Available as a Preview, PDF, and CSV export.

Item Placement by Date Report

The Item Placement by Date Report is nearly identical to the Weekly Item Progress Report. The main difference is that the date range of this report is not limited to one week. Using the date fields, you can select any time range for this report. By default, the date range for this report is the Project Start Date through the current date.

Available as a CSV export only.

Over/Under

This is an item value and quantity comparison report. It compares:

Original Estimates - The quantities and values from the original contract.
Adjusted Estimates - Contract values affected by approved Change Orders.
Placed - Items that have been placed on approved Inspections.
Over/Under - The difference between Adjusted Estimate and Placed values.

Available as a Preview, PDF, and CSV export.