Project Reports
On this page, you can:
- View all conducted reports for the selected project Filter through the reports
- Distribute multiple reports
- And more
Below is an overview of all the different actions on this page.
Understanding Project Reports Table Definitions
Report Status
An inspection report can have various statuses. Below are the different statuses:
Quick Preview
Functionality allowing Quick Preview of inspection report without leaving the page. Multiple actions available for Project Manager within this menu.
Multi-Report Distribution
Multi-Report Distribution is a great tool for:
- Distributing multiple reports within one email
- Reviewing and sending multiple reports in one email
To Multi-Report Distribute:
1.) Open the report through Quick Preview or directly
2.) Mark the report as Ready to Distribute using the Green Check Mark on the top right corner.
Once a report is distributed, the Ready to Distribute status is removed.
Multi Select Remove Ready To Distribute
You are able to multi-select and remove the status of Ready to Distribute on reports through the Projects Reports page as shown below
Filtering Reports
To display only reports marked as ready for distribution, use the filter icon next to the search bar.
Distribute Reports
After reviewing and marking all project reports as Ready to Distribute, click the Distribute button on the Project Reports page.
Viewing the Reports
Once done, you will see a pop-up open displaying all the reports that are marked as Ready to be Distributed.
Once done, navigate to the Next button.
On the next screen of the pop-up, you will be able to select the Distribution List and the contacts in the Distribution List for your project in order to distribute all the checked reports that were selected. Once completed, you can click Save, and the reports will be distributed within one email to the selected contacts, as well as to the Project Manager and Secondary Project Manager on file.