Setup
You will need the following permission in your security group:
Can see all tasks.
Can send dispatches.
Can view property list page.
Can view property.
Can add reports.
Can view reports.
Can change reports.
Can delete reports.
Can view report list page.
Click here to learn about permissions and security groups.
A report type has one of three contexts: Task, Property, or External, which determines whether it can be created from a task, a property, or either.
How to create a report on a task
1. Navigate to the Tasks page, select Office review and Performed in the Status filter, and click on the Ref to view the task.
2. In the Process section, click + Create and choose Report, then select the report type. Report types are grouped into Expected and Available, based on Report type configuration.
3. Click Create report in the top right-hand corner of the window. Or click the three horizontal lines next to the button to edit the report fields before creating it.
How to create a property report
On the property, reports, forms, Forms v2 and logbooks all live under a single Records tab.
1. Navigate to Properties and View the property.
2. Click on the Records tab, then select the report from the Create a report dropdown.
3. Click Create report in the top right-hand corner of the window. Or click the three horizontal lines next to the button to edit the report fields before creating it.
Can I create a one-off report for only selected assets from a task?
No. When you create a report from a task, there is no step to select or deselect individual assets or asset types. There is also no one-off or temporary report option for a report that contains only selected assets, such as smoke curtains separate from fire doors.
When you create a report, you can set details such as the title, dates, technician, approver, document template and notes. None of these remove assets from the report.
The report type controls which assets a report includes. A report type can be limited to specific asset types, asset tags or asset type tags. It can also exclude asset types, asset tags, asset type tags, contractors or ESM items. To create a separate report for specific assets, such as smoke curtains only, set up a report type with those filters. Then choose that report type when you create the report.
After you create a report from a task, the report is linked to that task.
How to create an external report
When creating report types, select External Context to upload and attach externally created reports (generated outside of Uptick) to tasks or properties. These reports can be viewed and shared in the same way as reports generated within Uptick.
1. Select the External report type from the + Create > Report menu in the Process section of the task, or from the Records tab on the property.
2. Complete applicable fields and click Create Report.
3. Click the three horizontal lines next to the download button, then Upload Files in the Attachments section. The uploaded file should be visible in the place of the report preview.
Available fields on a report
Available fields on a report
Issued: Date the report was issued.
Title: Override the default title for this report.
Template: Change the template of the report (not recommended).
Compliant: Should the report show as passing in correspondence and the Customer Portal?
Published: Publish a report to make it visible in the customer portal.
Inspected: The inspection date.
Technician: Select the field user from the dropdown.
Approver: Select the user who approved the report.
External reference: External reference numbers/codes
Amendment: Used for internal reference if the report created due to amending another report.
Internal note, General note and Critical note: Provide additional notes on the report.
How to edit, delete, archive, download or regenerate a report
Reports can be accessed from the following pages:
In the Process section of the task.
On the Records tab of the property.
Via Customer Data > Reports.
On the property, reports, forms, Forms v2 and logbooks all live under a single Records tab.
1. Click View on the report.
2. Click on the three horizontal lines to view details.
3. Then click ...
Edit to change report fields and add notes. Once updated, click Save Report.
Delete to permanently remove the report from the workspace
Archive to make the report inactive
4. Click the Download button to download the PDF or the Sync button to regenerate pdf.
A published report can't be regenerated — its PDF is a fixed snapshot in time. To regenerate a published report, unpublish it first, then click Sync. When you regenerate an unpublished report, Uptick asks you to confirm before it regenerates.
Looking for the report generator? Reports are created and regenerated from the task or the property.
On a task, open the Process section, click + Create, choose Report, then select the report type. Report types are grouped into Expected and Available, based on Report type configuration. Click Create report, or click the three horizontal lines next to the button to edit the report fields first.
On a property, open the Records tab, where reports, forms, Forms v2 and logbooks all live together, and choose the report from the Create a report dropdown.
If a report's PDF looks different or won't update: a published report's PDF is a fixed snapshot in time. You can regenerate a published report only within 48 hours of when it was created. After that, unpublish it first, then click Sync. Uptick asks you to confirm ("Regenerate with current data?") before it regenerates the report.
Recommended steps
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