Skip to main content

Create a report

  • Updated

Description:

This article provides instructions for creating both PDF & Excel reports for your items.

 

Notes:

  • Points 7 - 10 are optional. After entering a report Revision you are able to press the ✓ and generate a report. This will use your default settings and will generate all items in the list.
  • Points 7 - 10 describe how to override your default settings and filter the items in the report.

 

Guide:

1. From the home screen go to Your project.

iPhone_X-XS-11_Pro___20_2x.png

2. You will now be presented with the project overview screen. 

Project_Overview_MB_2x.png

3. Go to your project lists.

List_template_1___4_2x.png

4. Tap on the List for which you would like to create a report.

iPhone_X-XS-11_Pro___306_2x.png

5. Tap the Generate button at the top of the screen on the right-hand side.

iPhone_X-XS-11_Pro___335_2x.png

6. Enter a revision reference in the input field under the Information heading.

iPhone_X-XS-11_Pro___364.png

7. Choose which date you would like to display as the report generated date. By default the report will be dated by the current day, however, you can back or postdate this by clicking on the report date and changing the date on the calendar which appears.

iPhone_X-XS-11_Pro___365.png

8. Choose a format for the report. You can either choose PDF or Excel. If choosing PDF you are able to choose from a range of Cover themes. You can also adjust the Image quality. This allows you to reduce the file size of your reports if they consist of lots of images. Furthermore, you can change the image size using the Images per row option, this allows you to reduce the number of pages in your report. Furthermore, you can toggle the Page breaks after each item and whether to display the Leader pages.

iPhone_X-XS-11_Pro___366.png  iPhone_X-XS-11_Pro___530.png  iPhone_X-XS-11_Pro___531.png iPhone_X-XS-11_Pro___532.png. iPhone_X-XS-11_Pro___533.png  iPhone_X-XS-11_Pro___367.png

9. Choose which order the items will be sorted in on the report. By default, the items are sorted from old to new.

iPhone_X-XS-11_Pro___534.png

10. Choose your filters for the report. By default, all items will be added to the report but you can filter these by their status, who they are assigned to, or their location.

iPhone_X-XS-11_Pro___373_2x.png  iPhone_X-XS-11_Pro___374_2x.png   iPhone_X-XS-11_Pro___375_2x.png.iPhone_X-XS-11_Pro___376_2x.png

11. Tap the ✓ in the top right of your screen when you are done. Your report will be generated and will now be available under the reports tab.

iPhone_X-XS-11_Pro___377_2x.png

See also Viewing a report or Distributing a report

Related articles

Comments

0 comments

Please sign in to leave a comment.

Powered by Zendesk