The following table lists all the base reports available in FF&EZ-Design.  The reports are grouped according to the screens on which they are available. Most reports are meant for internal use, while the reports on the FF&E Worksheet are the reports meant for presentation. Only the Worksheet contains the list of objects that have been placed in rooms and their quantities, so that screen’s reports are considered to be the “official” source of reports for distribution. There are a few exceptions on other screens, especially when working on a purchasing management project.

Report names that are in boldface have an annotated example in the report samples document available on the FF&EZ website.

If you have the Design/Purchasing version, there is a Purchasing Reports List in that module's Reference section.

SCREEN OR FUNCTION

REPORT NAME

NOTES

PROJECT

Project Activity Report

Used to highlight projects for list maintenance.

Project Detail Report

“Detail” reports show as much detail possible.

Project List

“List” reports are brief, usually one line per item.

Project List by Client

The “by XXXXXX” phrase in a report name indicates alternate sort orders. The format may be the same or may vary depending on the contents.

Project List by Project Manager

Specification Catalog (All projects)

This can be a very large report.

CLIENT

Client Detail Report

Client List

VENDOR

Specification Catalog (All vendors)

This can be a very large report.

Vendor Detail Report

Vendor List

Vendor Usage List

LIBRARY

Library Detail Report by Type Group

Uses first word of the “Type” field.

Library Detail Report by Vendor

Library List by Vendor

AREA

Area List

ROOM

Room List by Area

OBJECT

Object Component Status List

This is the same as the “Specification Status List by Usage (Tag)” found on the Specification screen.

Object Detail Report by Tag

This is similar to the version on the FF&E Worksheet, but includes objects that have not been placed in a room.

Object List by Tag

Object Profit by Tag

Object Usage List

SPECIFICATION

Specification Detail by Spec ID

These reports show the full detail of the specs in a report instead of single sheets.

Specification Detail by Vendor

Specification List by Spec ID

“List” reports always show a brief amount of information. Use them to print checklists and other shorter reports.

Specification List by Supplier

Specification List by Usage (Tag)

Specification List by Vendor

Specification Pricing Request by Spec ID

Used to request unit pricing when the quantities are either unknown or not needed. For pricing requests with quantities, see the "Order Pricing Worksheet" below.

Specification Pricing Request by Vendor

Specification Sheet by Spec ID

A full detail sheet for internal review. Not to be used for presentation (use "sheet" reports from the FF&E Worksheet).

Specification Sheet by Vendor

Specification Status List by Spec ID

This is the “go to” report for monitoring the status of approvals, revision status, pricing and “order by” dates.

Specification Status List by Supplier

Specification Status List by Usage (Tag)

Specification Status List by Vendor

Specification Status Notes

Specification Usage List

Highlights specs that have not been used at all.

FF&E WORKSHEET

Budget / Price Comparison by Area, Room

If you load budgets at the project, area, room and/or object level, these reports help identify any issues with either the budgets or the costs for the products.

Budget Detail by Area, Room

Budget Estimate by Area/Room

Budget Summary by Area, Room

Equipment Schedule by Area, Room

Objects with the object “Class” set to “EQP” will automatically appear on these.

Equipment Schedule by Type (Tag Group)

FF&E Schedule by Area, Room

These are general purpose “schedule” formats that can be simple or can include very detailed descriptions. They exclude finishes unless that option is enabled (see below). All schedules can display thumbnail images. A “tag group” is the first segment of your tagging system (e.g., ART-045, CASE 023).

FF&E Schedule by Class, Type (Tag Group)

FF&E Schedule by Type (Tag Group)

FF&E Schedule by Vendor, Type (Tag Group)

FF&E Specification Reference by Area

Finish Schedule by Area, Room

Objects with the “Class” set to “FIN” will automatically appear on these reports. Some are traditional schedules, while others are possible because of the way FF&EZ organizes data.

Finish Schedule by Finish Location

Finish Schedule by Type (Tag Group)

Illustration Sheet by Area

These are the mainstay of project presentation books, showing as little or as much detail as needed along with any associated images. The “Class” sort order refers to the high-level group created by the object “Class.”

Illustration Sheet by Area, Room

Illustration Sheet by Class, Tag

Illustration Sheet by Tag

Lead Time / Spend Analysis by Object (used in worksheet)

These require that you enter an “Install” date on the project screen and lead times for each spec. It only reports on objects “used” in the Worksheet. The "...by Object" version reports the lead time for the primary component plus the longest lead time for a secondary component. The adding of lead times can be disabled if you enter the total lead time on the main component.

Lead Time / Spend Analysis by Spec (used in worksheet)

Materials/Finish Reference by Location

Any specification marked as a “Mat’l/Finish” spec appears on this report, along with its image.

Object Component Quantity Review

This report allows you to review and check the total quantities of object components, based on the contents of the Worksheet.

Object Detail Report by Area, Room

The “report” format is similar to the “Illustration Sheet” format, but with smaller images and a more compact layout.

Object Detail Report By Tag

Object Detail Sheet by Class, Tag

Object Detail Sheet by Tag

Object Index by Tag (Objects used in worksheet)

This is a very simple list report that can be used as an index to longer reports sorted by the Tag or Vendor. Note that “Illustration Sheet” reports do not normally include a page number so as to make physical additions easier.

Object Index by Vendor (Objects used in worksheet)

Object List by Tag (Objects used in worksheet)

Object Location List

This can be used on-site for cross-referencing the room type into which objects need to be placed.

Object Quantity List by Tag

A simple quantity breakdown.

Object Revision Status by Tag (Objects used in worksheet)

Displays each object and the equivalent revision date of the most recently revised component of that object.

Order Pricing Worksheet

This report generates a vendor-sorted list of all products needed for the current contents of the FF&E Worksheet, with blanks for entering product prices based on the calculated quantities.

Ordering Worksheet

This report mimics a purchase order format and can be used to transmit purchasing information to a third party.

Pricing Detail by Area, Room

These are various types of review reports that can be used to check financials prior to finalizing a project. They only include the contents of the FF&EZ Worksheet (that is, no “alternate” specs will appear unless used in a room).

Pricing Detail by Code, Product Spec

Pricing Detail by Vendor, Spec

Pricing Summary by Area, Room

Pricing Summary by Code

Projected Profit by Object

Projected Profit by Tag Group

Projected Profit Detail by Area, Room

Projected Profit Detail by Vendor

Projected Profit Summary by Area, Room

Quote / Contract Form by Area, Room

The “Quote / Contract” formats are the primary means of creating quotes for presentation to a client (this includes purchasing management clients). There are various levels of control over what is included, including the ability to specify a required deposit as either a lump sum or as a percentage of the total FF&E. The versions “…w/Terms & Conditions” include a final page of permanent “fine print” that you can enter.

Quote / Contract Form by Area, Room w/Terms & Conditions

Quote/Contract by Area, Room Summary

Quote/Contract by Class Summary

Quote / Contract Form by Area, Room, Object Code

Quote / Contract Form by Tag

Quote / Contract Form by Tag w/Terms & Conditions

Room Contents List by Area

This is a simple report that can be used on-site for installation.

Specification List (Specs used in worksheet objects)

Specification Revision Status by Spec ID (Specs used in objects)

A simple list showing the revision status of separate specifications (see the reports under “Specifications” for more detailed versions).

Vendor Detail Report (Vendors used in worksheet)

These report shows only vendors used in the project, including suppliers and vendors to which products are being shipped (such as staging warehouses).

Vendor List (Vendors used in worksheet)

Spec Usage & Shipping (specs used in worksheet objects)