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.

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Cost report: tell them early

A cost report exists so the client hears about an overrun while something can still be done about it. Delivered at final account it is not a report, it is an invoice they never agreed to.

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

  • Anticipated final cost against approved budget, variance stated as a figure
  • Committed but not yet certified shown separately from certified
  • Contingency carried from the risk register, so it can be defended
  • Variance printed in words and numbers, never signalled only by colour
Reports
Cost report to client
Approved budget
£230,000
Anticipated
£224,800
Variance
+£5,200
Certified to date£84,115.00
Committed, not certified£18,400.00
Risk allowance carried£5,200.00
Anticipated final cost£224,800.00

Retention notice and payment schedule

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.

  • Retention held, released at practical completion, and the balance date
  • Every certificate with net due, received and outstanding
  • Variation register listing each change, its basis and its status
  • All four on your letterhead, printed in black and white
Reports
Payment schedule
CertificateDueReceived
PC-01, 15 May 2026£3,482£3,482
PC-02, 15 Jun 2026£428£428
PC-03, 15 Jul 2026£9,140Outstanding
Outstanding to date£9,140.00

Printed to survive a bundle

Reports get photocopied, scanned and attached to adjudication papers. Anything that relies on colour stops being readable at that point, and a report that cannot be read is a report that cannot be relied on.

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

  • Your practice name and logo, never QScope branding
  • Client purchase order printed so their accounts team can match it
  • Totals closed with a double rule, the accounting convention
  • Readable after photocopying, which is the only test that matters
Reports
What prints
Cost report, anticipated final costClient
Retention noticeClient
Payment scheduleClient
Variation registerClient
Risk registerInternal
Questions

What surveyors ask before they start

Can I change what the reports look like?

The layout is fixed, and deliberately so. These are documents that go into client files and adjudication bundles, and a consistent format is worth more than a configurable one. What changes is your logo, your practice name and your client reference.

Why is everything printed in black and white?

Because certificates and reports get photocopied and scanned. A figure that is only red stops being a warning once it is grey. Negative amounts appear in brackets instead, which is the accounting convention and survives any amount of copying.

Does the client see the risk register?

Not unless you print it for them deliberately. It is hidden from guest links by default, because a client who can read your contingency will always want to negotiate it.

Can I export the figures rather than print them?

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.

Related

The rest of the commercial picture

Try it on your next valuation

Not your whole portfolio. One live job, one certificate. If it does not save you time the first time you use it, walk away and take your data with you.