Users have the ability to generate PDF reports via the web app and generate a shareable report URL (this feature must be turned on in your account). PDF Report Names are based on the display lines of the project.
1. Click on the project for which you want to generate a report and click on the "Reports" icon on the top right.
2. Select the type of report you want to generate from the drop down menu
3. Select the user role (Admin, Field User, or Customer). The Admin report will display everything including hidden customer and field user fields. The customer report will not display hidden customer fields. The field user report will not display hidden field user fields.
4. You also have the option to include and only include unflagged and flagged photos. If you want to include timestamp photos then check the box. Timestamps display the capture date and time on photos when taken via the mobile app. If photos are uploaded via the webapp, they will not display timestamps. Click on Create Report.
5. If the feature to generate a report URL is turned on in your account, you will see this option under "Timestamp photos". Click on "Get Report URL" and the link will generate and you will have the option to "copy the link to clipboard". Anyone who has the link, will be able to view the report.
Batch Reports
1. Up to 100 projects can be exported at a time. Change the project number from 20 to 100 in the dropdown (top right corner). From the project view page, select the projects that you wish to generate batch reports for by clicking on the box to the left of the project. If you wish to select all projects, click the "select all" box to the left of "Title and Description". Click on the "More" icon at the top.
2. Select "Batch Export PDF's".
3. Select the report from the dropdown. Choose a user role, Admin, Customer, or Field User and select if you would like to include ALL photos, unflagged photos only or flagged photos only. Enter an optional field key to use in the report filename and select if you want timestamps on the photos. Click on "Start Export".
4. Go to Admin gear in the top right then select Batch Reports.
5. Find the most recent export and click on "Zip File".
6. Click on download and either open the file or save it to your computer.
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