Installation Report
Written By Timothy Murenzi
Last updated 11 days ago
What it's for: an install-day checklist — what's landing in each room of a project and what's still outstanding.
How it's organized: pick a project (required), and items are grouped by room, each room a card with its own table.
KPI cards: Items in view, Rooms, Still to install, and Delivered · ready now (delivered but not yet installed — the items you can actually install today).
Table columns (per room): Spec #, Item, Category, Vendor, Qty, Status, Delivered date, and Installed (a check + date, or "Not installed").
Filters: the Project picker, a Show toggle (To install / Installed / All — defaults to To install), plus Room, Category, Status, a "Sort rooms by" control, and search.
Where the data comes from: the project's FF&E products — a product's location is its room, and it's considered installed once it has an installation date recorded in procurement.
Export: this report offers Export CSV and Download PDF (a clean, room-grouped printable checklist) — but no email/Send Report option.