Documents

Create your own templates and produce any type of document.

Gallery Image Unleash your data with custom templates you design with Microsoft Excel — a game-changing feature that lets you create, design, and automate any document you need, exactly the way you want it. Whether it's reports, contracts, checklists, or custom forms, simply build your template in Microsoft Excel, link it to your database fields, and generate polished, consistent documents in seconds. No more copy-pasting, no more formatting headaches — just smart, seamless document creation powered by the tools you already know.

Scheduled Reports

Automatically email dynamic status reports on a schedule you create. Select the columns to be included, create the recipient list, choose the schedule, and that's it! Your receipients will get the report automatically.

Create Templates

Use Microsoft Excel to make the exact document you need—just drop in tags where the info should go. When you're done, you can easily print it, save it as a PDF, or export it as an Excel file for any site, project, lease, and more.

Data Driven

With SiteFusion, you can create documents with repeating rows like a spreadsheet, a single record with repeating rows like an invoice, or just a simple single record document.

Export Your Screen

Everywhere you find a list of records you will be able to export it in two clicks to an Excel spreadsheet with the same look and colors you see on the screen in SiteFusion.