--- title: NEXT Development Report  description: Customize and export Development Reports to track timelines, sites, tasks, and custom fields with powerful filtering, views, and inline editing. --- [Skip to content](https://help.sitezeus.com/next-development-report-#main-content) English Show submenu for translations ![SiteZeus-Logo-MARK.png\]](https://help.sitezeus.com/hs-fs/hubfs/Hubspot%20Assets/SiteZeus-Logo-MARK.png?height=40&name=SiteZeus-Logo-MARK.png) - [Default HubSpot Blog](https://info.sitezeus.com/blog) Open main navigation Close main navigation - [Default HubSpot Blog](https://info.sitezeus.com/blog) - English Show submenu for translations - [Go to SiteZeus.com](https://sitezeus.com/) [Go to SiteZeus.com](https://sitezeus.com/) Hello. How can we help you? - There are no suggestions because the search field is empty. 1. [Help Center - Build & Sell](https://help.sitezeus.com/?hsLang=en) 2. [Reports](https://help.sitezeus.com/reports?hsLang=en) # NEXT Development Report ## The Development Report is the most powerful, flexible, and customizable report in the platform. It is designed to give you a complete view of your development activity by combining timeline data, site and company information, custom fields, and memos—all in a single, interactive report. One of the Development Report’s biggest strengths is that many fields can be edited directly from the report, allowing you to update data without navigating away. ### **What the Development Report Can Show** The Development Report can display a wide range of data, including: - Planned, Estimated, and Actual timeline dates - Site and Company basic detail fields - Custom Fields - Team Member roles - Memos - Timeline task data You can also: - Edit timeline dates directly in the report - Edit Custom Field values - Add and view memos inline --- ### **Public and Private Views** The Development Report supports both **Public** and **Private Views**, allowing teams to create different report configurations for different needs. - **Private Views** are visible only to the user who created them - **Public Views** can be shared across teams or departments This allows each user or department to tailor the report without impacting others. --- ### **Searching and Filtering the Report** At the top of the Development Report, users can quickly narrow results using search and filters. The report is searchable by Site Name, Site Number and Company Name.  Multi-select filters include: - **Site Schedule** - On Track - In Danger - Off Track - **Site Type** - Seed - Opportunity (formerly Sites) - Projects - Locations - **Status** - Active - Dead - On Hold - For Sale - **Concept** All filters can be used together to precisely refine the dataset. ![](https://help.sitezeus.com/hs-fs/hubfs/image-png-Jan-19-2026-10-10-13-0133-PM.png?width=670&height=316&name=image-png-Jan-19-2026-10-10-13-0133-PM.png) --- ### **Exporting the Development Report** At any time, the Development Report can be exported by clicking **Export (Raw Excel)** in the upper corner of the report. The export includes the report exactly as configured in the current view. ![](https://help.sitezeus.com/hs-fs/hubfs/image-png-Jan-19-2026-10-10-46-3494-PM.png?width=670&height=125&name=image-png-Jan-19-2026-10-10-46-3494-PM.png) --- ### **Customizing a Development Report View** To customize a view, click **Customize View** in the upper-right corner of the report. This opens a configuration window where users define what data appears in the report. #### **Selecting Timeline Types and Date Ranges** Within the customization window, users can choose: - Which timeline types to include: Development (default), Renovation and/or ReOpen - Whether to include only Locations, Renovations and/or ReOpens completed within a specific date range.   #### **Timeline Date Fields** Including timeline dates in the report is optional. If enabled, users may choose to display: - Planned dates - Estimated dates - Actual dates > At least **one** timeline date type is required if timeline dates are included. ![](https://help.sitezeus.com/hs-fs/hubfs/image-png-Jan-19-2026-10-14-38-6606-PM.png?width=670&height=459&name=image-png-Jan-19-2026-10-14-38-6606-PM.png) #### **Selecting Report Columns** Clicking the **Columns** tab allows users to choose which fields appear on the report. To make selection easier, column options can be filtered by: - **General** (basic detail fields) - **Team Member Roles** - **Custom Fields** - **Timeline Tasks** Typing anywhere in the popup will also automatically search and narrow available fields. When a column is selected: - It moves to the top of the configuration window - Columns can be **dragged and reordered** into the desired sequence ![](https://help.sitezeus.com/hs-fs/hubfs/image-png-Jan-19-2026-10-15-02-0554-PM.png?width=670&height=701&name=image-png-Jan-19-2026-10-15-02-0554-PM.png) #### **Narrowing Timeline Fields Further** To further refine timeline-related columns: - Click the **Timelines** bar on the right side of the configuration window - Select the timeline type and the published timeline template name. This helps narrow timeline task and date fields when multiple templates exist. Once satisfied, click **Apply** to update the report. Changes apply immediately and the report refreshes automatically. ![](https://help.sitezeus.com/hs-fs/hubfs/image-png-Jan-19-2026-10-16-15-3102-PM.png?width=670&height=713&name=image-png-Jan-19-2026-10-16-15-3102-PM.png) --- ### **Managing Report Views** Users can manage Development Report views directly from the report header. - Click the **Copy** icon to duplicate an existing view - You will be prompted to provide a unique name - Click the **red trash can icon** to delete a view ![](https://help.sitezeus.com/hs-fs/hubfs/image-png-Jan-19-2026-10-17-06-2066-PM.png?width=643&height=116&name=image-png-Jan-19-2026-10-17-06-2066-PM.png) --- ### **Editing Data Directly from the Report** The Development Report supports inline editing for many fields. #### **Timeline Dates:**Click directly on a timeline date to add or edit it ![](https://help.sitezeus.com/hs-fs/hubfs/image-png-Jan-19-2026-10-17-40-1841-PM.png?width=534&height=555&name=image-png-Jan-19-2026-10-17-40-1841-PM.png) #### **Company Hover** - Hovering over a **Company Name** opens a company preview - Holding **Shift** allows the preview to be popped out of the UI ![](https://help.sitezeus.com/hs-fs/hubfs/image-png-Jan-19-2026-10-18-34-3139-PM.png?width=649&height=409&name=image-png-Jan-19-2026-10-18-34-3139-PM.png) #### **Memos** If the Memo column is included: - Click the **“+” icon** to add a new memo directly from the report - If memos exist, hovering shows the **most recent memo** - Clicking the memo count opens a window showing: - All memos - Searchable and filterable memo list ![](https://help.sitezeus.com/hs-fs/hubfs/image-png-Jan-19-2026-10-19-16-6079-PM.png?width=656&height=298&name=image-png-Jan-19-2026-10-19-16-6079-PM.png) #### **Custom Fields** Custom Fields displayed on the Development Report can be: - Edited directly by clicking on the field - Updated without leaving the report ![](https://help.sitezeus.com/hs-fs/hubfs/image-png-Jan-19-2026-10-20-24-4608-PM.png?width=639&height=208&name=image-png-Jan-19-2026-10-20-24-4608-PM.png) --- #### **Need Help?** If you have questions about the Development Report, creating views, editing data, or exporting reports, please contact Support for assistance. - 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