How to create a side-by-side project comparison report
- Go to "Compare" on the main menu at the top of the screen.
- Click on "Add Comparison" button on the top right corner
- Click on "Select Records" button to pick the project records you want to include in the report. A record selector pop up box will appear. You may use the search bar at the top of the record selector pop up or the filters to find the desired project.
- Click on the "Parameters" dropdown menu to select the comparison layout you want to use. You can use any of the layouts you have created in your account settings (Settings > Compare Layouts) or select "Custom" to start from scratch.
- Enter a name for your comparison report so you can find it later (e.g. Hospital projects - Southwest Regions - 2022 to 2025)
- Click on the "Continue" button to see the report.