Reports & Exports

Blueprint Studio includes built-in reports and export tools to help you analyze data, review progress, and share information with clients or your accounting team. Reports pull live data from your projects — ensuring they’re always accurate and up to date.

You can export any grid or report to Excel with one click for deeper analysis or external sharing.

---

Accessing Reports

1

Access Reports

From the main menu, click Reports, then choose from available report types such as:

• Project Summary

• Schedule Report

• Financial Summary

• Budget Comparison

• Item List Export

2

Apply Filters

Select filters like project, date range, or status to focus the report.

3

Generate

Click Generate Report — Blueprint Studio will display the results instantly.

---

Project Reports

Project-level reports summarize all activity and financial performance for a single project.

You can view:

• Total project revenue

• Total vendor cost

• Profit margin percentage

• Client payments and balances

• Open purchase orders

Use project summaries in client meetings to show progress and financial transparency.

---

Schedule Reports

Schedule reports provide a detailed view of project timelines and deliverables. They can include:

• Task names and dates

• Assigned team members

• Status (Pending, In Progress, Completed)

• Notes or dependencies

1

Print or Download Schedule

Open the project schedule.

2

Export Options

Click Download PDF or Export to Excel.

---

Financial Reports

Financial reports help you analyze profitability across all projects.

Common reports include:

• Profit by Project

• Sales by Category

• Tax Summary

• Open Invoices / Outstanding Balances

You can filter by date range or client for more focused insights.

Combine these reports with your QuickBooks integration to keep your accounting perfectly aligned.

---

Item Reports

Item reports show detailed information about all items within one or multiple projects. They can include:

• Item name, vendor, and category

• Room or section assignment

• Unit cost, price, and markup

• Proposal and PO status

Export these to Excel for custom formatting or vendor coordination.

---

Exporting to Excel

Most lists and reports in Blueprint Studio can be exported easily.

1

Open Export Menu

Click Export → Excel (.xlsx) in the top-right corner of the view.

2

Choose Columns

Choose whether to include all columns or selected ones.

3

Download

The file will download automatically.

Use exports for detailed cost analysis or when preparing presentations and summaries.

---

PDF Reports

You can also generate PDF reports for client or internal use.

1

Open Module

Open a project or module (e.g., Items, Schedule).

2

Download PDF

Click Download PDF.

3

Layout Options

Choose your layout preferences (with or without images).

4

Finalize

The document opens in a new tab — ready for printing or sharing.

---

Budget Reports

Budget reports compare estimated vs. actual figures, providing insight into how spending aligns with initial plans.

They summarize totals for:

• Estimated Cost vs. Actual Cost

• Estimated Price vs. Actual Revenue

• Profit / Loss by category or room

Budget comparison reports are ideal for end-of-project reviews or client recaps.

---

Sharing Reports

Once generated, you can share reports by email or save them for your records.

1

Prepare Report

Generate or export the report.

2

Share or Attach

Click Share (if available) or attach the exported file to an email.

3

Save to Project

You can also upload reports back into a project’s Attachments tab for easy access later.

---

Next Steps

Now that you can generate and share reports, customize Settings & Preferences to tailor Blueprint Studio to your workflow.