To create a Report of your posts from within a project you must sign-in to the Web App and click the "Export report" button in the top right of the web app.
Selecting the posts for your report
By default your report will include "All Posts" currently visible in your Feed. Many users will use the quick filters to quickly get to their daily or punch posts before clicking "Export report".
But you also have the option to use the filters from within the report form. Click Report Includes to access your quick filters or click the left sidebar to slide out your full filter options. The presets include:
Punch list
Safety report
RFI list
Submittal list
All unread
Assigned to me
Any custom filters you have saved
Report Details
Tap Details to give your report a title and add any additional email recipients within "Sent To" section that you wish to receive the Report.
Report Generated Email
You’ll receive the report automatically via a generated link as shown in the screenshot image below. You will click on the generated link in order to access your PDF or CSV format Report. An example of the email generated in this screenshot here below.
Steps on How To Extract Media Files within a PDF Report
Click on Report Link Title that you will receive via email as shown in the screenshot image above, EX: ALL POSTS. (You can also access any of your reports, if you sign in to the web app on a desktop computer, and select the "Reports" tab in order to access any created reports on your project.)
Click on any Media Image or Video under any of your posts on the Report to view the file in full screen.
3. Click on the Media Image or Video to "Download"
4. Click into your web browser tab after the image or video has downloaded and select "Open" (EX: See screenshot image above).
Report Format
You can choose to export a report as either a PDF or CSV. The formatting of PDF reports is fully customizable, and there are also several preset formatting options that you can choose from:
Presets include:
Compact:
The report has a cover page that includes stats, resource tracking, and general notes.
Posts in the report will include:
Title
Categories
Locations
Current Status:
The report has a cover page that includes stats, resource tracking, and general notes.Posts in your report will include:
Title
Description
Media
Assignees
Drawing pin snapshot
Attachments
Resources
Author info
Categories
Locations
Drawing Status:
The report has a cover page that includes stats, resource tracking, and general notes.Posts in your report will include:
Title
Description
Full page drawings
Media
Assignees
Drawing pin snapshot
Attachments
Resources
Author info
Categories
Locations
Full History:
The report has a cover page that includes stats, resource tracking, and general notes.Posts in your report will include:
Title
Description
Media
Assignees
Collaborators replies
Drawing pin snapshots
Attachments
Resources
Author info
Categories
Locations
Custom:
In the Custom option, you can pick and choose what you need to include in the report. Click on Customize to access more layout options.
Customize your report
To customize your PDF report, click on Customize to the right of the Layout drop-down.
Cover options - make changes to the first page of your report. Choose to include a resource tracking summary, general notes, or post stats, for example.
You can choose to add full-size drawing pages under General options.
Post options allow you to pick and choose what details from your posts end up in the report. You can choose to include all post details or to only include a few details - like location, weather, or assignees, for example. You’ll also be able to choose the size of the media (if included) as it appears in the report - tiny, small, medium, or large.
For CSV exports, choose between Post Summary or Resource Tracking.
Schedule
You can schedule a report from the web as well - click the pencil icon next to “Schedule” to have the report run automatically. Dropdown to select the frequency and then specify the actual schedule - for example, every Friday at 2:45PM.
When you select the report to run Monthly, you will select the day of the month you want the report to be run every month.
For example, if you select the 13th, it will run the 13th of every month until the Ends criteria is met. (after x reports, ends on MM/DD/YYYY)
If you select the 31st of the month, for all other months that do not have 31 days, the report will run on the last day of the month.
