Reports

The reports you actually send

Not a report builder with forty options. Four documents a QS produces every month, each already laid out the way a client expects to receive it.

Your practice name and logo, never QScope branding
Client purchase order printed so their accounts team can match it
Layout A Classic prints in black and white with totals closed by a double rule

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Printed Detailed Valuation Report, line by line

Every document QScope prints is black and white, with negative amounts in brackets and figures set in tabular numerals so columns line up.

Reports

Cost report: tell them early

A cost report exists so the client hears about an overrun while something can still be done about it.

Anticipated final cost against approved budget, variance stated as a figure
Remaining to certify shown against the anticipated final cost
Contingency carried from the risk register, so it can be defended

Printed Cost Report (RICS): budget, committed cost, anticipated final cost and contingency

Anticipated final cost sits against the approved budget from the first valuation onwards, with the contingency drawn from your risk register rather than guessed.

Reports

Retention notice and the client financial summary

Two documents that exist to stop an argument before it starts.

Retention held, with the first half released at practical completion and the balance at the end of the defects period
Client Financial Summary listing every certificate with net due, received and outstanding
Variations Report listing each change, its basis and its status

Printed Retention Notice: retention held by certificate and the release stages

Two documents that exist to stop an argument before it starts. The retention notice tells the client exactly what is held and when it comes back. The payment schedule shows every certificate, what was due and what was received.

Cash flow

The cash forecast a funder actually asks for

A cost report tells the client where the final number is heading.

Receipts from certificates against payments to subcontractors
Cumulative position printed month by month
Says plainly what it does not include

The forecast is built from the certificates already issued and the valuation schedule ahead, so the peak funding requirement is a document you can hand over rather than a figure defended from memory.

Cost and value

The report you keep, behind the one you send

The cost report faces the client and never mentions margin.

Value earned against cost incurred to one cut-off date
Margin and margin percentage, period by period
Kept internal, hidden from client guest links

Printed CVR, the internal report behind the client cost report

Both work from one cut-off date, so the anticipated final cost you show the client and the margin you keep to yourself are two views of the same period, not two different projects.

Dashboard

Every report is the live position, printed

The reports are not a separate set of numbers you keep in step by hand.

Figures recalculated as you value, across every project
Contract sum, certified, retention and due this period first
The closest statutory deadline shown underneath

Printed Client Summary with contract sum, certified to date, variations and balance

Contract sum, certified to date, retention held and due this period stay current as you value, so the cost report you send and the figure you quote on the phone are the same figure.

Reports and documents

Certificates, notices and payment

The documents that move money, issued from the valuation they belong to.

Every document opens ready to print or save as a PDF
Your practice name and logo at the top, never QScope branding
Figures come from the live record, not retyped into a template

Printed Valuations Summary of every certificate to date

The certificate takes the name your contract uses: Interim Certificate, Interim Payment Certificate, Payment Certificate, Interim Payment Notice or Interim Application for Payment.

Reports and documents

Change, time and instructions

The record of what changed, who instructed it and what it did to the date.

Every document opens ready to print or save as a PDF
Your practice name and logo at the top, never QScope branding
Figures come from the live record, not retyped into a template

Printed Variations Report with each variation and its value

Under FIDIC the loss and expense document prints as Claims, the word the contract uses.

Reports and documents

Completion and close-out

The certificates that end the job and release the last of the money.

Every document opens ready to print or save as a PDF
Your practice name and logo at the top, never QScope branding
Figures come from the live record, not retyped into a template

Printed Certificate of Practical Completion

Each certificate is issued from the completion record it belongs to, so the dates on it are the dates on the job.

Reports and documents

Cost, risk and the estimate

The reports you send upward and the ones you keep for yourself.

Every document opens ready to print or save as a PDF
Your practice name and logo at the top, never QScope branding
Figures come from the live record, not retyped into a template

Printed risk register with probability, cost and allowance

The CVR stays yours and is hidden from every guest; the Cost Report is the document meant for the client.

Reports and documents

Contracts and lender monitoring

The contract documents and the reports a monitoring surveyor sends a lender.

Every document opens ready to print or save as a PDF
Your practice name and logo at the top, never QScope branding
Figures come from the live record, not retyped into a template

Monitoring reports for the lender, printed from the facility record

Contracts print with their acceptance record; monitoring reports print from the facility monitor with the evidence filed against each tranche.

Every other function on the Reports screen

20 functions the sections above do not cover, each as it works in the program.

Functions 1 to 10

01Choose the Report layout in Settings: A: Classic (monochrome, photocopy-safe) or B: Statement with a navy header.

02A client guest sees only the client reports: Client Summary, Valuations Summary, Cost Report, Detailed Valuation Report and Variations Report.

03Set Period from and Period to and the Client Financial Summary prints the period it covers.

04Tick the valuations to include and the Detailed Valuation Report prints one column for each.

05Save document to project freezes a monitoring report, so a document you sent never recalculates.

06If your browser blocks the print window, QScope tells you to allow pop-ups and nothing is lost.

07When the practice name is empty in both the project and your account, the Reports tab warns you before anything goes out.

08If your logo file is missing on the server, the Reports tab says so and documents print your practice name instead.

09Every document names the parties at the top: issued by, contractor, client, architect, QS, project and reference.

10The footer of every document carries your firm, the site, the reference and the date of issue.

Functions 11 to 20

11Signature and date boxes are printed for both parties, and an issued certificate carries your signature image.

12Documents for the client count issued valuations only, so a draft never reaches a printed total.

13An overpayment line appears on the Client Financial Summary only when there is an overpayment.

14Cost to complete prints only when a contract sum is set, so a missing figure is never shown as zero.

15The Pay Less Notice cites the HGCRA 1996, or the contract alone when the Act does not apply.

16If the employer has paid more than the agreed final account, the agreement states the overpayment the contractor repays.

17An issued certificate always reprints with the parties, tax name and document name it was issued with.

18A certificate with an unset rate asks before printing and carries an INCOMPLETE note on the page.

19A draft you share with the client prints marked DRAFT - NOT ISSUED.

20A variation order will not print without Instructed by and Basis of valuation.

FAQs

The questions this page raises most often, answered without a sales pitch at the end.

You choose the layout in Settings: A Classic, in black and white with totals closed by a double rule, or B Statement, with a navy header. What each document contains is fixed, because a consistent format is worth more in a client file or an adjudication bundle than a configurable one.

Layout A Classic is black and white because certificates and reports get photocopied and scanned, and a figure that is only red stops being a warning once it is grey. Deductions appear in brackets.

A client guest sees the risks and their status, but not your probability, cost or days: those are removed on the server before the page is sent.

Yes. The audit trail exports to CSV, and project data can be exported at any time, including during a trial and for 60 days after a cancellation.