Reports are accessible from both the Site Level and Survey Level
To access Reports from the Site Level:
-
Click the "Reports" button at the top of the Site Overview screen:
- This will take you to the Reporting section, where you can select Surveys to report on:
To access Reports from the Survey Level:
- Click the "Reports" button at the top of the Survey Edit screen:
- This will display the Reports screen, where you can choose between the 5 reporting options:
- Elements
- Bill of Materials
- Layout
- Cables
- Photo Tour
- Select which Surveys you would like to view in the report by clicking the "Select Surveys" button (up to 10 Surveys can be selected):
Use Templates to save your commonly used report configurations:
- Templates can be applied in all 5 report types
- Configure your Filters, Columns, or other settings for your report:
- Click the
button to show the available columns:
- To change the column order, drag the gray boxes to the desired location:
- Save your Template by clicking the
button and give the Template a name:
- You will then be able to access your saved Templates via the Template dropdown:
Exporting Individual Reports:
- Individual reports can be downloaded via the "Export" button in the upper right corner
Exporting Combined Reports:
- Click the "Combine Reports" button to combine multiple reports into one document
- Select which surveys to include in the Combined Report:
- Select which report types to include in the Combined Report and which Templates to apply to them :
- Add a cover page, logo, and your report details. Then, click "Export PDF":
- Note: The custom watermark option is available on the Enterprise plan only
- Navigate to the "Created Reports" section to download your new report:
