The Reports module is CDM's central catalog for operational, financial, compliance, and legacy-parity reports.

Use Reports when staff need to generate PDFs, CSV exports, XLSX exports, notices, statements, lists, summaries, or legacy CDM report equivalents.

What the Reports Page Supports

The Reports page supports:

• Search by report name, legacy report ID, keyword, or variant.
• Favorite reports.
• Recently used reports.
• Category browsing.
• Filters for migrated reports and QA status.
• Grouped report variants.
• Output format selection when a report supports more than one format.
• Parameter entry in a report drawer or legacy parameter dialog.
• Direct report generation from the selected report.

Report Categories

CDM reports are organized into categories such as:

• Bid
• Client
• Contractor
• Disbursement
• Escrow