Cordell Connect User Manual August 2012 Connect User Ma… · Cordell® Connect User Manual August 2012 110 Project Detail Report The Project Detail Report is produced as a PDF document

Cordell® Connect User Manual August 2012

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Section 9 Reports Cordell Connect allows all users to generate and print various types of reports, in a range of different formats. This chapter explores the report options available and explains the advanced reports in more detail. Section 2 of this guide explains how to print reports, and gives a table showing the type of reports available, which are detailed in order below.

Project Reports

Project List Report The Project List Report is produced as a .PDF document. PDF documents can be opened using Adobe Acrobat Reader. If you do not already have Adobe Acrobat Reader installed on your computer, you can download it for free from www.adobe.com. Once a Project List Report has been produced in Cordell Connect, you can print the report easily from Adobe Acrobat Reader. To produce and print a Project List Report:

1. Navigate to any Project List View, whether it is your My Active Projects list, your My Projects list, or a search results list.

2. If you would like to print the entire list, click the Print All button. (Remember that the longer your list is, the longer it will take to generate the report). Go to step 6.

3. If you only want to print selected records from the list, tick the boxes to the left of the records you want to print and clickAdd to Print List. Remember, you can select all records in view by ticking the box at the very top of the list, next to ‘Projects’.

4. Click View Print List. This will show only the records you selected in the previous screen. 5. If you decide there are projects on your print list that you don’t want to print, click on the

icon placed on the left from the projects’ titles. The click Print All button. 6. The Report Type selection screen will appear as below.


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7. The Project List Report should be the option displayed. If it is not, select it from the drop down list. You also have a choice of exporting a ‘Standard’ or ‘Extended’ format of the report, by clicking on the radio button option below the drop down menu.

8. Once you have selected the format of your report, click Generate Report. 9. A PDF document will be generated and will appear in a new Internet browser screen, as

shown below.

10. To send the document to the printer, click on icon from the Main Toolbar and print the report as you would normally print a document.


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11. To email the document, click File, then Send, and Page by Email. A new Outlook email message will appear with the PDF document attached. Type in the email address and any message and click Send.

12. If you have Acrobat Reader v 7.0 or higher, there is an icon on the toolbar which allows you to send a Report via email in one easy step (see image below). Simply click on this icon and follow the prompts to email the Report.

Note: You need to have Microsoft Outlook installed to enable the emailing function. You will also need to add the Cordell Connect site to your trusted sites within Internet Explorer – refer to the Essential Settings document for more information. The Project List Report (Standard) contains the following information: Project ID Project Title Council Suburb State Estimated Value Planning Stage Update Date

The Project List Report (Extended) contains the following information: Project ID Project Title Council Suburb State Estimated Value Planning Stage Update Date Project Type Commence Date Dev. Type Status

This report is intended as a summary of a list of projects. If you require a report with more detail on each project, the Project Detail Report may be more suitable.


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Project Detail Report The Project Detail Report is produced as a PDF document. PDF documents can be opened using Adobe Acrobat Reader. If you don’t already have Adobe Acrobat Reader installed on your computer, you can download it for free from www.adobe.com. Once a Project Detail Report has been produced in Cordell Connect, you can print the report easily from Adobe Acrobat Reader. To produce and print a Project Detail Report:

1. Navigate to any project that you want to print, and when you have found the project, click on the Project title to view the project in Detail View.

2. In the Project Detail screen, click the Print button. The Report Type selection screen will appear:

3. From the drop down box under Report Type, select Project Detail Report. A series of check boxes will appear, as shown in the screen image above.

4. These tick boxes represent the additional sections that you can choose to include in your report (the main project details that appear at the top of the Project Detail screen will always appear in the report). Check/uncheck the relevant boxes to decide which additional sections you would like to appear in the report.

5. Click Generate Report. 6. A PDF document will be generated and will appear in a new Internet browser screen, as

shown over the page.


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7. To send the document to the printer, click File, then Print and print the report as you would

normally print a document. 8. To email the document, click File, then Send, and Page by Email. A new Outlook email

message will appear with the PDF document attached. Type in the email address and any message and click Send. If you have Acrobat Reader v 7.0 or higher, there is an icon on the toolbar which allows you to send a Report via email in one easy step (see image below). Simply click on this icon and follow the prompts to email the Report.

Note: You need to have Microsoft Outlook installed to enable the emailing function. You will also need to add the Cordell Connect site to your trusted sites within Internet Explorer – refer to the Essential Settings document for more information. Project Detail Reports can also be printed from List View, by selecting Project Detail Report instead of Project List Report from the Reports Type drop down box. Each project will be shown on a separate page. There is a limit on the number of records you can generate a Project Detail Report on in any one session. The limit is 200 records per user per session. By default the Project Detail Report contains all of the details of a project, role details and tender information researched by Cordell Information.

Normalised Data Set Cordell Connect also allows users to export project information as raw data or ASCII data (rather than in a printable document) in 3 different formats. You may wish to export project information as data for the purpose of transferring it into another database or system. In most cases when using the Normalised Data Set report option, you will want to produce a report for several projects, not just one. This being the case, the steps below are based on the List View. To produce a Normalised Data Set (in a .txt file):

1. Navigate to any Project List View – My Active Projects, My Projects or any search results list.

2. If you would like to produce a report for the entire list, click the Print All button. (Remember that the longer your list is, the longer it will take to generate the report). Go to step 6.

3. If you only want to produce a report for selected records from the list, tick the boxes to the left of the relevant records and click Add to Print List.


icon placed on the left from the projects’ titles. Then click Print All button. 6. The Report Type selection screen will appear as below. 7. Select Normalised Data Set from the drop down list. 8. Click Generate Report. 9. A File Download box will appear. Click Open to view the data immediately, or Save to save

the data on your computer to view later. If you clicked Open (or if you return to the saved file later), a new folder (a zipped file) will appear containing several .txt files. These files contain the data from the reports that Cordell Connect just produced. The files are labelled based on the information they contain. Double-click on a file to open it – it should open in Notepad or Wordpad (at least one of these programmes should come pre-installed on your computer). You can then import the data into other software or databases as per your requirements.


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Normalised Data Set in Excel The Normalised Data Set in Excel report follows the same procedure as the Normalised Data Set above, except instead of producing .txt files, it will produce a .xls file which can be opened using Microsoft Excel. To produce a Normalised Data Set in Excel report:





icon placed on the left from the projects’ titles. Then click Print All button. 6. The Report Type selection screen will appear as below. 7. Select Normalised Data Set in Excel from the drop down list. 8. Click Generate Report. 9. A File Download box will appear. Click Open to view the file immediately, or Save to save

the file on your computer to view later. If you clicked Open (or if you return to the saved file later), a new folder (a zipped file) will appear containing just one .xls file (instead of several .txt files, above) however, when opened, you will see that the .xls file has several worksheets (identified by labelled tabs at the bottom of the screen). Note: This Excel file is quite complex as it contains every piece of information for the relevant project(s). For a customisable Excel report, refer to the details for the Export to Excel (customisable) report on the next page.

Normalised Data Set in Access The Normalised Data Set in Access report follows the same procedure as the Normalised Data Set above, except instead of producing .txt files, it will produce a .mdb file which can be opened using Microsoft Access. To produce a Normalised Data Set in Access report:




4. ClickView Print List. This will show only the records you selected in the previous screen. 5. If you decide there are projects on your print list that you don’t want to print, click on the

icon placed on the left from the projects’ titles. Then click Print All button. 6. The Report Type selection screen will appear as below. 7. Select Normalised Data Set in Access from the drop down list. 8. Click Generate Report. 9. A File Download box will appear. Click Open to view the data immediately, or Save to save

the data on your computer to view later. If you clicked Open (or if you return to the saved file later), a new folder (a zipped file) will appear containing just one .mdb file, which can be opened using Microsoft Access.


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Export to Excel (customisable) The Export to Excel (customisable) report allows a high degree of flexibility and customisation. Certain default fields from the project will always be exported to the Excel file, but other fields can be chosen by the user. See the steps below for details of how to use the Export to Excel (customisable) option:

1. Navigate to any Project List View or Detail View. 2. Select the project(s) you wish to be included in the Export to Excel (customisable) report

and click Print (either from the Project Detail screen or after adding the projects to your print list and viewing the print list in List View) or Print All if you are in List View.

3. In the Report Type selection screen, choose Export to Excel (customisable) from the drop down box. The Fields Customisation Form screen will appear:

4. List of all selectable fields is now available for you to choose to include in the Export to Excel (customisable) report.

5. You will notice that Project ID & Project Title fields are pre-selected (mandatory) 6. Check boxes next to desired fields (they become columns in Excel file), if you wish to select

all fields – tick the box.

7. In case you have entered or uploaded your own projects, checking the box will include them in the report.

8. When you finished with the selections, click the Generate Report button. 9. File Download box will appear. Click Open to view the file immediately, or Save to save the

file on your computer to view later. If you clicked Open (or if you return to the saved file later), a new folder (a zipped file) will appear containing an .xls file. There will be only one worksheet or tab in the file, because this is a customised report. Each of the fields selected in the steps above, plus the fields that are


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automatically included, will be shown in the Excel file. Each field is represented in a separate column, with the field name at the top of the column, as shown in the image below.


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Company Reports

Company List Report The Company List Report is produced as a .PDF document. PDF documents can be opened using Adobe Acrobat Reader. If you do not already have Adobe Acrobat Reader installed on your computer, you can download it for free from www.adobe.com. Once a Company List Report has been produced in Cordell Connect, you can print the report easily from Adobe Acrobat Reader. To produce and print a Company List Report:

1. Navigate to any Company List View, whether it is your My Active Companies list, your My Companies list, or a search results list.


3. If you only want to print selected records from the list, tick the boxes to the left of the records you want to print and click Add to Print List.


icon placed on the left from the projects’ titles. Then click Print All button. 6. The Report Type selection screen will appear as below.

7. The Company List Report should be the option displayed. If it is not, select it from the drop down list. Click Generate Report.

8. A PDF document will be generated and will appear in a new internet browser screen, as shown below.


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9. To send the document to the printer, click File, then Print and print the report as you would normally print a document.

10. To email the document, click File, then Send, and Page by Email. A new Outlook email message will appear with the PDF document attached. Type in the email address and any message and click Send. If you have Acrobat Reader v 7.0 or higher, there is an icon on the toolbar which allows you to send a Report via email in one easy step (see image below). Simply click on this icon and follow the prompts to email the Report.

Note: You need to have Microsoft Outlook installed to enable the emailing function. You will also need to add the Cordell Connect site to your trusted sites within Internet Explorer – refer to the Essential Settings document for more information. The Company List Report contains the following information:

Company Name Address Suburb State Postcode Phone number Fax number Email

This report is intended as a summary of a list of companies. If you require a report with more detail on each company, the Company Detail Report may be more suitable.

Company Detail Report The Company Detail Report is produced as a PDF document. PDF documents can be opened using Adobe Acrobat Reader. If you don’t already have Adobe Acrobat Reader installed on your computer, you can download it for free from www.adobe.com. Once a Company Detail Report has been produced in Cordell Connect, you can print the report easily from Adobe Acrobat Reader. To produce and print a Company Detail Report:

1. Navigate to any company that you want to print, and when you have found the company, click on the Company name to view the company in Detail View.

2. In the Company Detail screen, click the Print button. The Report Type selection screen will appear.


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3. From the drop down box under Report Type, select Company Detail Report. You can also choose to have Project Details, Notes, Tasks or User Activity Details appear in this report, by placing a tick in the check boxes below the drop down menu.

4. Click Generate Report. 5. A PDF document will be generated and will appear in a new internet browser screen, as

shown below.

Note: The projects that appear in a Company Detail report are based on your data selection.


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7. To email the document, click File, then Send, and Page by Email…. A new Outlook email message will appear with the PDF document attached. Type in the email address and any message and click Send. If you have Acrobat Reader v 7.0 or higher, there is an icon on the toolbar which allows you to send a Report via email in one easy step (see image below). Simply click on this icon and follow the prompts to email the Report.

Note: You need to have Microsoft Outlook installed to enable the emailing function. You will also need to add the Cordell Connect site to your trusted sites within Internet Explorer – refer to the Essential Settings document for more information.

Company Detail Reports can also be printed from List View, by selecting Company Detail Report instead of Company List Report from the Reports Type drop down box. Each company will be shown on a separate page. There is a limit of 200 records per user per session when producing Company Detail Reports.

Contact Reports

Contact List Report The Contact List Report is produced as a PDF document. PDF documents can be opened using Adobe Acrobat Reader. If you don’t already have Adobe Acrobat Reader installed on your computer, you can download it for free from www.adobe.com.

Once a Contact List Report has been produced in Cordell Connect, you can print the report easily from Adobe Acrobat Reader.

To produce and print a Contact List Report:

1. Navigate to any Contact List View, whether it is your My Active Contact list, your My Contacts list, or a search results list.


3. If you only want to print selected records from the list, tick the boxes to the left of the records you want to print and click Add to Print List.


icon placed on the left from the projects’ titles. Then click Print All button. 6. The Report Type selection screen will appear as below.


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7. The Contact List Report should be the option displayed. If it is not, select it from the drop down list. Click Generate Report.

8. A PDF document will be generated and will appear in a new Internet browser screen, as shown below.



Note: You need to have Microsoft Outlook installed to enable the emailing function. You will also need to add the Cordell Connect site to your trusted sites within Internet Explorer – refer to the Essential Settings document for more information. The Contact List Report contains the following information: Contact Name Company Name Address Suburb State Phone number Email

This report is intended as a summary of a list of companies. If you require a report with more detail on each contact, the Contact Detail Report may be more suitable.

Contact Detail Report The Contact Detail Report is produced as a PDF document. PDF documents can be opened using Adobe Acrobat Reader. If you don’t already have Adobe Acrobat Reader installed on your computer, you can download it for free from www.adobe.com. Once a Contact Detail Report has been produced in Cordell Connect, you can print the report easily from Adobe Acrobat Reader.


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To produce and print a Contact Detail Report:

1. Navigate to any contact that you want to print, and when you have found the contact, click on the Contact name to view the contact in Detail View.

2. In the Contact Detail screen, click the Print button. You have the option of including Project Details, Notes and Tasks in this report. Click the check boxes that apply.

3. Click on Generate Report, a PDF document will be generated and will appear in a new internet browser screen, as shown below.

Note: Projects appearing in a Contact Detail Report are limited by your data selection and only displays project(s) that the selected contact has been assigned.



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Note: You need to have Microsoft Outlook installed to enable the emailing function. You will also need to add the Cordell Connect site to your trusted sites within Internet Explorer – refer to the Essential Settings document for more information. Contact Detail Reports can also be printed from List View, by selecting Contact Detail Report instead of Contact List Report from the Reports Type drop down box. Each contact will be shown on a separate page. There is a limit of 200 records per user per session for the Contact Detail Report. The Contact Details Report contains the following information: Contact Name Company Name Address Suburb State Postcode Phone number Mobile number Email Project Name, Role , Suburb, State Stage, Update Date, Estimated Value

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Cordell Connect User Manual August 2012 Connect User Ma… · Cordell® Connect User Manual August 2012 110 Project Detail Report The Project Detail Report is produced as a PDF document