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GX-10 · Reports

Send a document, not a screenshot.

Every client eventually asks where the job is up to. Most contractors answer with a phone call, a spreadsheet, or a photo of a laptop screen. Graftix builds the document for you, from the work your engineers already recorded.

Graftix report builder: a weekly client progress report for Kestrel House filtered to in-progress, pending-approval and completed fire alarm, access control and CCTV tasks, with photos, comments, mini-maps and headers included, grouped by discipline, emailed to the client

What goes in

You decide what the client sees

A progress report for a main contractor and a handover pack for a client are not the same document. Rather than shipping one fixed template, the report is assembled from what you tick.

  • Photos, comments and blockers carried through per task
  • Plan mini-maps showing exactly where each task sits on the drawing
  • Full-size landscape plan pages where the detail matters
  • Section headings, trade and discipline headers, contents page, page numbers
  • One task per page when the report needs to be worked through on site
Graftix report inclusions: photos, comments, blockers, plan mini-maps, section headings, page numbers and trade headers ticked, beside the status and trade filters for the report
A Graftix report as a rendered PDF: a device close-out report cover with the task, its pin on a plan mini-map and site photos, beside a page showing a task with four photos, comments and its pin location

The mini-map

The bit that makes it land

A list of completed tasks is a list. A list where every entry shows a thumbnail of the drawing with the pin marked is evidence. The person reading it can see where the work is without knowing the building.

  • Each task carries a mini-map of its own pin location
  • No cross-referencing a schedule against a separate drawing
  • Works for progress reports, snagging lists and handover evidence alike
See the plan viewer

Templates and sending

Configure once, run it every Friday

Most reporting is the same report, repeated. Save the configuration as a template and re-run it whenever you need it, or have it emailed straight to the people who asked.

  • Saved templates that keep filters, inclusions and sort order
  • Filter by status, trade, assignee, drawing or date range
  • Sort by status, trade and date, or whichever order suits the reader
  • Emailed to any recipient list the moment generation finishes
  • Generated reports kept in a library so you can send the same one again
Graftix reports library for Kestrel House: saved report templates with format and last run, above the generated reports with status, file size and download links

In this module

Everything in reports

10

Saved templates

Configure a report once and re-run the same setup any time.

Status filters

Open, in progress, pending approval, completed, snagged, on hold.

Trade filters

Report on one discipline or the whole job.

Assignee and plan filters

Narrow to one engineer or one drawing.

Date range

Scope the report to a period rather than the whole project.

Plan mini-maps

Each task shown with its pin location on the drawing.

Full plan pages

Landscape drawing pages included where detail is needed.

Email delivery

Sent to a recipient list once generation completes.

Highlight Report

A board pack for the people who do not open the app: KPI tiles, completion, momentum and a written summary.

Campus roll-up

A parent project aggregates every child site you can see; a single site reports itself.

Organisation branding

Your logo and colours on the document that goes to the client.

Cause and effect reports

Coverage by system, trade, area or test round, a flow diagram, and what a failed panel or interface would stop, in plain sentences.

Get started

Stop writing Friday reports.

Build it once, run it whenever it is asked for, and get the afternoon back.