Reports
Building a custom report
Video walkthrough for this article has not been recorded yet — the written steps above are the full guide in the meantime.
The Reports tab is one report builder, not a pile of fixed templates — it works the same way whether you're pulling one project or your whole portfolio.
Steps
- Pick a register — Jig has 41 of them, grouped under Schedule, Cost, Documents, Field, Quality, Safety, Claims, and Company.
- Set your scope: this project, or every project you have access to.
- Narrow it with a date range and, if you want, field filters (contains, greater-than, is empty, and so on).
- Choose your columns, sort order, and an optional group-by.
- Preview shows up to 100 rows with subtotals per group. When it looks right, export to CSV or PDF — PDF automatically switches to landscape once you're past six columns.
- If you'll want this exact report again, save it by name. Saved reports belong to your organization, not just you, so a teammate can reopen one you built.
Reports respect the same access rules as everywhere else in Jig — a trade partner only ever sees their own company's rows, and a field seat never sees money fields or money-bearing registers, even inside a report they build themselves.
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