In Acuite, you can run a Project Cost Report to show you details of the costs to date on your project.
1. Click on Reports on the left hand menu and select Overview.
2. Click on the Add New Report button at the top left hand corner.
3. Type a name into the Report Title box.
4. For a cost report, select cover page and cost and deselect the rest.
5. Click the Generate Report button.
6. You'll then be taken through a report wizard. You can click on either the cover page or costs page which will take you to those pages.
7. You'll start by completing the cover page. Click on each of the Project Manager, Quantity Surveyor and Site Manager fields to update the names. You can click on the "Set as default" button to ensure that these names are pre-selected for subsequent reports.
8. You can also upload a company logo to be included in your template (which will be used as default for subsequent reports) by clicking on the "Click here to add Logo" button.
9. Click on the Select Logo button, select a file and click on the "Save and Add this Logo button". Select the "Set as default" button if you want this logo to be saved for future reports.
10. To add a cover image, click on the grey box "Click here to add a cover image".
11. Select a photo from the image gallery by selecting a category from the dropdown category list. To find out how to add images to the image gallery, refer to this article.
You have now completed the cover page.
12. Click on the Cost icon. You will see that most of the details have been pre-populated with milestones and other programme information extracted from the Cost page in Acuite. There are some notes fields where you can enter your own text. Click on the text field, type into the box and click the "add this comment" box.
Note: there may not be enough space available for all of the text you have typed. This is due to variation in the width of different characters. You can add an additional page of notes (after the Cost page) by typing into this box:
13. Click on the Save & Preview button to review the report. If you're happy with it, click on the Export to PDF button at the bottom of the browser.
15. You'll see a Report Created! message. Click on the Download Report button on the right and the report will download in your browser.