- 01
Review project completion
Check the project overview, spaces, product records and form progress before building the report. Content you add is a snapshot of the project at that moment.
- 02
Open the Reporting tab
Open the project and select the Reporting tab. The report opens in the editor, with an insert panel alongside it.
- 03
Add content from the project
Use the insert panel to add Project details, Products, Project forms, Sign-off and Walk Cam records. Each insert is a snapshot of the project at that moment.
- 04
Edit the text
Click any text to edit it, and add your own introduction, notes or conclusions between the inserted sections.
- 05
Arrange the content
Hover a block to move or remove it, and type / for more block options.
- 06
Choose the cover style
Use Cover style in the insert panel to set the front cover. The cover uses your logo and the Cover Colours from Settings, then Branding.
- 07
Set up the cover, header and footer
Use Header and Footer in the insert panel to set what appears at the top and bottom of every page.
- 08
Save your work
Select Save to keep your work on the project.
- 09
Export and share
Select Export PDF or Export Word. The file downloads to your computer, ready to share with the customer or your team.
Good to know
- ✓Content you add is a snapshot. Update the project first, then add it again if the data has changed.
- ✓Change the cover title to suit the job before you export, for example Installation and commissioning report.
- ✓Clear doc wipes the report after a confirmation. Use it only to start over.
Still stuck?
Send us the project and the step you reached, and we’ll take a look.