Introduction to reports | Onetrace

Reports in Onetrace give you a fast, reliable way to present your project data in a clear and professional format. With just a few clicks, you can generate branded PDF or Excel reports that pull together all the key information your clients, auditors, or internal teams need—without the hassle of manual formatting.

Professional presentation – Share polished, branded documents that reflect the quality of your work and build trust with clients and accreditation bodies.
Effortless compliance – Quickly compile the evidence required for audits, legislation, or client sign-off, reducing the time and stress of manual reporting.

Overview of reports in Onetrace

In this video, we will run through how to run reports from different areas within a project. How the reports can be customised with filters, ordering and which information you would like to present within the report.

How to generate reports in Onetrace

Report types in Onetrace with examples

Key

Global = Generating a report from the dedicated page in the sidebar

Project = Generating a report within a project from a specified tab

Report name	Format	Module	Key features
[Global] Job Sheets	Excel	Onetrace Pro, Max, & Traceability	Filter by: Project Status, Client, Project Team, Operative, Form, Sheet No., Material, Created, Submitted, Last Updated Options: Sort order, show prices (rates), Material summary or full breakdown
[Global] Job Sheets (Cross Project)	Excel	Onetrace Pro, Max, & Traceability	Filter by: Sheet no., Form, Team, Operative, Specification, Material, Location Status, Created, Submitted, Last Updated Options: Sort order, show prices (rates), Material summary or full breakdown, photos embedded or hyperlinks
[Project] Job Sheets	PDF or ZIP of individual PDFs	Onetrace Pro, Max, & Traceability	Filter by: Sheet no., Form, Team, Operative, Specification, Material, Location Status, Created, Submitted, Last Updated Options: Sort order, show prices (rates), Material summary or full breakdown, photos embedded or hyperlinks
[Project] Job Sheets	Excel	Onetrace Pro, Max, & Traceability	Filter by: Sheet no., Form, Team, Operative, Specification, Material, Location Status, Created, Submitted, Last Updated Options: Sort order, show prices (rates), Material summary or full breakdown, photos embedded or hyperlinks
[Project] Job Sheets (Materials)	Excel	Onetrace Pro, Max, & Traceability	Options: Sort order, show prices (rates), Material summary or full breakdown, photos embedded or hyperlinks
[Project] Locations	PDF	Onetrace Pro, Max, & Traceability	Filter by: Location no., Operative, Form, Specification, Core, Without Pin, Variations
[Project] Locations	Excel	Onetrace Pro, Max, & Traceability	Filter by: Location no., Operative, Form, Specification, Core, Without Pin, Variations
[Project] Specifications	Excel	Onetrace Pro, Max, & Traceability
[Project] Drawing PDF	PDF	Onetrace Pro, Max, & Traceability	Filter by: Operative, Material, Form, Specification, Zone, Core, Variations, When Dropped
[Global] Productivity Excel	Excel	Onetrace Pro, Max, & Traceability	Filter by: Client, Project, Team, Member, Timeframe
[Global] Timesheets Excel	Excel	Onetrace Pro, Max, & Workforce	Filter by: Member, Project, Team, Timeframe, Client
[Global] Signed Docs	PDF	Onetrace Pro, Max, & Workforce	Options: Signed Summary & Document Only the document