Issue a progress report
Last updated: 3 October 2026
A progress report is the monthly statement for the client's consultant: what was done, what changed, and what is still open. It is not the Progress Claim you use to get paid.
Generate the monthly report
Open the project and find Progress reports on Summary. Press Generate.
Pick the period
Reports run in monthly periods from the project start date. The dialog also lets you set the dates for this issue.
Tick the sections
Include works completed, what is planned next, variation orders, defects, photographs and the other sections you need. Defect photos can be limited.
Generate PDF
The PDF opens when it is ready. Issued reports stay on Summary and under Files → Reports. Press Open Files to see the folder.
The report is not the claim
Send the progress report to the consultant as the record of the month. Bill the certified work with a Progress Claim. Variation orders in the report are the same ones you raise on the contract. The project workspace is described in Run a project.