How to Create Reports

Start by clicking Reports.



Click + Report to create a new report. 




The following instructions include all parts although they are not all obligatory. 

Please note, if you want to choose more than one option at the same time, hold the ctrl/cmd key down and click the options.

Choose a report type from the following options

• Photo
• Memo
• MVR
• Quality Measurement
• TR
• Asphalt
• Note
• Safety
• Maintenance
• Quality
• Safety Walk

Then set the following information according to the notes:

• Note class
• Responsible company
• List/measurement/inspections
• Note/Notes status
• Area
• General tag
• Created by user
  
• Updated by user
• Work Activity
• Inspection

- Please note, tasks & inspections won't show on filtering options if the quality module hasn't been activated for the project, or if the quality matrix hasn't been created. 

See guides:

Application modules

How to Edit Quality Matrix

2. Define a report's printout settings 

Set a name which will be a headline of the printout

The notes can be arranged in the report by:

• Date
• Contractor
• Area
• Note Number
• Topic

Set printout's topics' visibility settings.

• Floor Plans
• Photographs
• Contractor Colors
  • A contractor's colour will show on the report. Each contractor will have their own colour per project.
• Status Events
• Project Graphics
  •  A safety measurement diagram will show on the report. The diagram will only be visible in reports related to Safety Measurements.
    
  • Report/printout name - if you don't set any name for the report, the file will have an automatically generated name. 

3. Save changes by clicking Update.  

4. After viewing a report draft, it can be changed to pdf/xlxs, or it can be sent by email without making changes to the file.
If the email is sent from Congrid Live, the email sender will be [e-mail]. 


 
4. The Send email section includes the following parts:
- A receiver
- Headline/Subject
- Message
- Send many reports by holding the ctrl/cmd button.