Installation Report

Overview

The Installation Report is an install-day checklist: what's going into each room of a project and what's still outstanding. Open it from Reports → Installation Report.

How it's organised

Pick a Project (required). Items are grouped by room, with a table for each room. The subtitle summarises the view, e.g. 47 items to install · 4 rooms · Harlow Residence.

KPI cards

• Items in view

• Rooms

• Still to install

• Delivered · ready now — delivered but not yet installed, so you can install them today

Columns

Spec #, Item, Category, Vendor, Qty, Status, Delivered date, and Installed (a date, or Not installed).

Filters

• Project

• Show — To install (the default), Installed or All

• Room, Category and Status

• Sort rooms by

• Search by item, spec # or vendor

Export

Use Download PDF for a clean, room-by-room printable checklist, or Export CSV. This report has no Send Report option.

What to understand

An item's room comes from the product's location. An item counts as installed once it has an installation date in procurement.

Related articles

• Products Report