Generate a single Location Report with Attachments
- Kateryna Pohirna
You can generate a single Location Report in a few clicks using the Report Manager tool. Follow the instructions below to learn how.
User guide
❶ Go to Report Manager → click “Generate Report” → proceed to fill the Main configuration.
❷ Select an Inspection.
❸ Select one or more Locations.
❹ Select which Assets will be included in the Report.
If none is selected, all Assets of the selected Location(-s) will be included in the current Location Report.
❺ Select a Report type.
Manager / Company Admin - learn how to assign a Report type to User.
❻ Fill in the Report Configuration.
Depending on the Report type chosen, additional fields in Report Configuration may show up.
File name is automatically filled in with the selected Inspection name.
Author field is prepopulated with the current user's email address.
'Add attachments' checkbox allows you to include attached files in your Report in a separate folder.
Sublabel is a custom dynamic field.
❼ Press “Generate Report”.
❽ Double-click on a row with the needed Report to download it.
❾ This is how a styled Single Location Report (with added Attachments) looks like.
