Reports & exports

Quarterly progress reports (RERA snapshots)

For each phase, Construvex can generate a quarterly progress report — a point-in-time snapshot of construction status that most RERA authorities expect developers to file.

1. Open the phase, then go to Reports.
2. Click Generate Report, pick the quarter (Q1 Jan–Mar, Q2 Apr–Jun, Q3 Jul–Sep, Q4 Oct–Dec) and the year, and confirm.
3. The report opens with:
   • Unit counts by status (total, completed, in progress, not started)
   • A stage-wise completion table — each construction stage with its progress last quarter, progress now, and the change
   • A building-wise summary — progress and unit count per building
   • Notes you can add before finalizing
4. Once you're happy with it, click Finalize. A finalized report is locked — its numbers won't change even if progress is updated later, so it stays a reliable filing record.
5. Click Export Excel to download the report as a spreadsheet. Depending on what data the phase has, the workbook can include a summary sheet, stage completion, building summary, floor-wise detail, site photos with capture dates and geotags, and any progress overrides recorded that quarter — each on its own sheet.

You can also see every report you've generated for a phase from the same Reports screen, and re-open or re-export any of them later.

Tip: Report accuracy depends on progress being recorded and approved for that quarter first. See the Construction progress guide for how progress is logged, and the RERA compliance guide for how snapshots fit into your overall compliance workflow.

Exporting lists (CSV/Excel)

Most list screens across Construvex have an Export button so you can pull data into Excel or share it outside the app. You'll find it on screens such as:

• Units (within a building) — export as CSV, or as Excel with deal details merged in
• Customers — org-wide or scoped to a project
• Deals
• Inventory (unit availability across a project)
• Buildings
• Construction progress for a phase

Note: On screens where you've applied filters (like Customers or Inventory), the export generally follows what's on your screen. On a few screens, export covers the whole list for that screen regardless of filters — if a downloaded file has more rows than expected, check whether that screen's export is filter-aware.

Exports come as ready-made files with a fixed set of columns — there's no custom report builder or column picker. For very large lists, exports are capped at a maximum number of rows; if you hit the limit, narrow your filters (by project, phase, or date) and export in smaller batches.

Bulk import

To add data in bulk instead of one record at a time, Construvex supports importing units (with or without sales already attached), customers, deals, and buildings from a spreadsheet.

1. From the relevant list screen, open Import.
2. Download the template file so your columns match what Construvex expects.
3. Upload your filled-in CSV or Excel file.
4. Construvex validates every row before anything is saved and shows you a preview — valid rows ready to import, and any rows with errors (with a downloadable error file so you can fix and retry).
5. Confirm to import the valid rows. You'll get a result summary, and can download an error file for anything that didn't go through.

Nothing is saved until you confirm the import, so a bad file can't partially corrupt your data.

Audit trail

Every significant change in your organization — creating, updating, or deleting records; status changes; bulk imports; permission and role changes — is recorded automatically in the Activity Log, under Settings → Activity Log.

Each entry shows:

• Who made the change (or "System" for automated changes)
• What kind of action it was (Created, Updated, Deleted, Status Changed, Bulk Updated, Exported, Imported, and so on)
• What it happened to (project, building, unit, customer, deal, phase, progress, report, user, role, etc.)
• A plain-language summary of the change, plus the exact time it happened
• An expandable details panel with relevant specifics (for example, the previous and new status)

You can filter the log by record type and by date range. Click Export CSV to download the currently filtered log — useful for compliance reviews or sharing with auditors. The exported file is capped at a maximum number of rows, so for a very large date range, narrow your filters before exporting to make sure you get everything you need.

Note: Sensitive personal details in exported audit data are automatically redacted.

The Activity Log is organization-wide. It's separate from a deal's own activity timeline (notes, calls, site visits), which you'll find on the deal itself.