EN: Part 7: Reports
- Katya Raykova
You can create any number of PDF reports from your documentation (entries & checklist instances). The report type determines the design of the report and which types of entries and checklist instances are displayed on the report by default.
7.1 Creating reports
You can create reports at work order level and at project level by switching to Documentation in the table bar at the top and clicking on Create report.
Work order level
7.1.1 Report creation step 1
In the first step of report creation, you determine the report type. Select the desired report type by clicking on it and then press Next to go to the second step of report creation.
No selected report type
7.1.2 Report creation step 2
In the second step of report creation, you are shown the entries and checklist instances that are displayed on the report by default, depending on the selected report type.
You can now deselect individual entries and checklist instances or even entire work steps and work orders so that they are not displayed on the report. Once you are happy with your selection, click Next to proceed to the third step of report creation.
7.1.3 Report creation step 3
In the third step of the report creation process, you will be shown a preview of the finished report.
If you do not want to sign the report, click on Save report to end the report creation and save the finished report.
If you want to sign the report, click on Sign report to go to the fourth and final step of report creation.
7.1.4 Report creation step 4
In the fourth and final step of report creation, you can sign the finished report.
Your own name is entered by default in the name field, which is displayed on the finished report under the respective signature. However, you can also enter the customer's name.
Once the report has been signed, click on Save to finish creating the report and save the finished report or on Add second signature to repeat the process and add a second signature.
Depending on the size of your smartphone or tablet, it is advisable to hold the device horizontally when signing the report in order to obtain a larger area for the signature.
After you have saved the report, the finished report is displayed again. You can now finalise the report creation by clicking on Complete or send the report directly by email from here by clicking on Share.
7.2 Overview & editing of reports
At work order level or project level, switch to Documentation in the table bar at the top. Click on View reports to access the overview of reports.
The overview of reports shows you all the reports that have been created. You can see from the small green cloud next to the icon of the individual reports whether they have already been synchronised.
If you click on one of the reports, it will be displayed in the same view that you already know from completing the report creation. As long as the report has not yet been synchronised, you have the option of deleting it. Synchronised reports can no longer be deleted.
Regardless of the synchronisation status, you can send the report directly by email from here by clicking on Share.