[{"data":1,"prerenderedAt":333},["ShallowReactive",2],{"navigation":3,"\u002Fdocs\u002Freports-and-exports":40,"\u002Fdocs\u002Freports-and-exports-surround":328},[4,8,12,16,20,24,28,32,36],{"title":5,"path":6,"stem":7},"Getting started","\u002Fdocs\u002Fgetting-started","1.docs\u002F1.getting-started",{"title":9,"path":10,"stem":11},"Core concepts","\u002Fdocs\u002Fcore-concepts","1.docs\u002F2.core-concepts",{"title":13,"path":14,"stem":15},"Sales & CRM guide","\u002Fdocs\u002Fsales-crm-guide","1.docs\u002F3.sales-crm-guide",{"title":17,"path":18,"stem":19},"Construction progress guide","\u002Fdocs\u002Fconstruction-progress-guide","1.docs\u002F4.construction-progress-guide",{"title":21,"path":22,"stem":23},"Payments & collections guide","\u002Fdocs\u002Fpayments-guide","1.docs\u002F5.payments-guide",{"title":25,"path":26,"stem":27},"RERA compliance guide","\u002Fdocs\u002Frera-compliance-guide","1.docs\u002F6.rera-compliance-guide",{"title":29,"path":30,"stem":31},"Reports & exports","\u002Fdocs\u002Freports-and-exports","1.docs\u002F7.reports-and-exports",{"title":33,"path":34,"stem":35},"Roles & permissions","\u002Fdocs\u002Froles-permissions","1.docs\u002F8.roles-permissions",{"title":37,"path":38,"stem":39},"Frequently asked questions","\u002Fdocs\u002Ffaq","1.docs\u002F9.faq",{"id":41,"title":29,"body":42,"description":322,"extension":323,"meta":324,"navigation":325,"path":30,"seo":326,"stem":31,"__hash__":327},"docs\u002F1.docs\u002F7.reports-and-exports.md",{"type":43,"value":44,"toc":314},"minimark",[45,50,59,63,127,133,151,155,162,198,206,209,213,232,252,255,259,269,272,289,304,311],[46,47,49],"h2",{"id":48},"quarterly-progress-reports-rera-snapshots","Quarterly progress reports (RERA snapshots)",[51,52,53,54,58],"p",{},"For each ",[55,56,57],"strong",{},"phase",", Construvex can generate a quarterly progress report — a point-in-time snapshot\nof construction status that most RERA authorities expect developers to file.",[60,61],"screenshot",{"id":62},"rera-snapshot",[64,65,66,74,89,114,121],"ol",{},[67,68,69,70,73],"li",{},"Open the phase, then go to ",[55,71,72],{},"Reports",".",[67,75,76,77,80,81,84,85,88],{},"Click ",[55,78,79],{},"Generate Report",", pick the ",[55,82,83],{},"quarter"," (Q1 Jan–Mar, Q2 Apr–Jun, Q3 Jul–Sep, Q4 Oct–Dec)\nand the ",[55,86,87],{},"year",", and confirm.",[67,90,91,92],{},"The report opens with:\n",[93,94,95,98,105,111],"ul",{},[67,96,97],{},"Unit counts by status (total, completed, in progress, not started)",[67,99,100,101,104],{},"A ",[55,102,103],{},"stage-wise completion"," table — each construction stage with its progress last quarter,\nprogress now, and the change",[67,106,100,107,110],{},[55,108,109],{},"building-wise summary"," — progress and unit count per building",[67,112,113],{},"Notes you can add before finalizing",[67,115,116,117,120],{},"Once you're happy with it, click ",[55,118,119],{},"Finalize",". A finalized report is locked — its numbers won't\nchange even if progress is updated later, so it stays a reliable filing record.",[67,122,76,123,126],{},[55,124,125],{},"Export Excel"," to download the report as a spreadsheet. Depending on what data the phase\nhas, the workbook can include a summary sheet, stage completion, building summary, floor-wise\ndetail, site photos with capture dates and geotags, and any progress overrides recorded that\nquarter — each on its own sheet.",[51,128,129,130,132],{},"You can also see every report you've generated for a phase from the same ",[55,131,72],{}," screen, and\nre-open or re-export any of them later.",[134,135,136],"blockquote",{},[51,137,138,141,142,146,147,150],{},[55,139,140],{},"Tip:"," Report accuracy depends on progress being recorded and approved for that quarter first.\nSee the ",[143,144,17],"a",{"href":145},".\u002Fconstruction-progress-guide"," for how progress is logged,\nand the ",[143,148,25],{"href":149},".\u002Frera-compliance-guide"," for how snapshots fit into your overall\ncompliance workflow.",[46,152,154],{"id":153},"exporting-lists-csvexcel","Exporting lists (CSV\u002FExcel)",[51,156,157,158,161],{},"Most list screens across Construvex have an ",[55,159,160],{},"Export"," button so you can pull data into Excel or\nshare it outside the app. You'll find it on screens such as:",[93,163,164,170,176,181,187,192],{},[67,165,166,169],{},[55,167,168],{},"Units"," (within a building) — export as CSV, or as Excel with deal details merged in",[67,171,172,175],{},[55,173,174],{},"Customers"," — org-wide or scoped to a project",[67,177,178],{},[55,179,180],{},"Deals",[67,182,183,186],{},[55,184,185],{},"Inventory"," (unit availability across a project)",[67,188,189],{},[55,190,191],{},"Buildings",[67,193,194,197],{},[55,195,196],{},"Construction progress"," for a phase",[134,199,200],{},[51,201,202,205],{},[55,203,204],{},"Note:"," On screens where you've applied filters (like Customers or Inventory), the export\ngenerally follows what's on your screen. On a few screens, export covers the whole list for that\nscreen regardless of filters — if a downloaded file has more rows than expected, check whether\nthat screen's export is filter-aware.",[51,207,208],{},"Exports come as ready-made files with a fixed set of columns — there's no custom report builder or\ncolumn picker. For very large lists, exports are capped at a maximum number of rows; if you hit the\nlimit, narrow your filters (by project, phase, or date) and export in smaller batches.",[46,210,212],{"id":211},"bulk-import","Bulk import",[51,214,215,216,219,220,223,224,227,228,231],{},"To add data in bulk instead of one record at a time, Construvex supports importing ",[55,217,218],{},"units"," (with\nor without sales already attached), ",[55,221,222],{},"customers",", ",[55,225,226],{},"deals",", and ",[55,229,230],{},"buildings"," from a spreadsheet.",[64,233,234,240,243,246,249],{},[67,235,236,237,73],{},"From the relevant list screen, open ",[55,238,239],{},"Import",[67,241,242],{},"Download the template file so your columns match what Construvex expects.",[67,244,245],{},"Upload your filled-in CSV or Excel file.",[67,247,248],{},"Construvex validates every row before anything is saved and shows you a preview — valid rows\nready to import, and any rows with errors (with a downloadable error file so you can fix and\nretry).",[67,250,251],{},"Confirm to import the valid rows. You'll get a result summary, and can download an error file\nfor anything that didn't go through.",[51,253,254],{},"Nothing is saved until you confirm the import, so a bad file can't partially corrupt your data.",[46,256,258],{"id":257},"audit-trail","Audit trail",[51,260,261,262,265,266,73],{},"Every significant change in your organization — creating, updating, or deleting records; status\nchanges; bulk imports; permission and role changes — is recorded automatically in the ",[55,263,264],{},"Activity\nLog",", under ",[55,267,268],{},"Settings → Activity Log",[51,270,271],{},"Each entry shows:",[93,273,274,277,280,283,286],{},[67,275,276],{},"Who made the change (or \"System\" for automated changes)",[67,278,279],{},"What kind of action it was (Created, Updated, Deleted, Status Changed, Bulk Updated, Exported,\nImported, and so on)",[67,281,282],{},"What it happened to (project, building, unit, customer, deal, phase, progress, report, user,\nrole, etc.)",[67,284,285],{},"A plain-language summary of the change, plus the exact time it happened",[67,287,288],{},"An expandable details panel with relevant specifics (for example, the previous and new status)",[51,290,291,292,295,296,299,300,303],{},"You can filter the log by ",[55,293,294],{},"record type"," and by ",[55,297,298],{},"date range",". Click ",[55,301,302],{},"Export CSV"," to download\nthe currently filtered log — useful for compliance reviews or sharing with auditors. The exported\nfile is capped at a maximum number of rows, so for a very large date range, narrow your filters\nbefore exporting to make sure you get everything you need.",[134,305,306],{},[51,307,308,310],{},[55,309,204],{}," Sensitive personal details in exported audit data are automatically redacted.",[51,312,313],{},"The Activity Log is organization-wide. It's separate from a deal's own activity timeline (notes,\ncalls, site visits), which you'll find on the deal itself.",{"title":315,"searchDepth":316,"depth":316,"links":317},"",2,[318,319,320,321],{"id":48,"depth":316,"text":49},{"id":153,"depth":316,"text":154},{"id":211,"depth":316,"text":212},{"id":257,"depth":316,"text":258},"Where to find quarterly progress reports, download data as CSV\u002FExcel, bring in bulk data, and pull the audit trail for governance.","md",{},true,{"title":29,"description":322},"fqW1qdFeOQaKudWeH9AAklDLtZ6QaxtxL9WiW9g6itg",[329,331],{"title":25,"path":26,"stem":27,"description":330,"children":-1},"Set up your organization's RERA categories, generate quarterly progress reports, and track both statutory approvals (OC, CC, and similar certificates) and progress approvals (site updates reviewed before they count) — all from one place.",{"title":33,"path":34,"stem":35,"description":332,"children":-1},"This page explains who can see and do what in Construvex — organization vs. project membership, how to invite people at each level, and how roles control access across the Construction, Sales, and Settings suites.",1784127113511]