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.
If you see this arrow, click to expand for more information!
If you see this arrow, click to expand for more information!
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How to send reports via dispatch
1. Navigate to the Tasks page, select Office review and Performed in the Status filter, and click on the Ref to view the 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. If the Work tab displays a full fraction (e.g., 5/5), this indicates that all items have been performed by the field user and the task is ready to be dispatched.
2. If the Work tab displays a full fraction (e.g., 5/5), this indicates that all items have been performed by the field user and the task is ready to be dispatched.
To preview the report before dispatching, click the Create Report dropdown in the Process section, then select the report type.
To preview the report before dispatching, click the Create Report dropdown in the Process section, then select the report type.
3. Click on the Task tab, scroll to the Process section and select Dispatch to client.
3. Click on the Task tab, scroll to the Process section and select Dispatch to client.
4. Prepare the dispatch: select reports, review Report Requirements (tick Okay to proceed if Manual billing required is enabled on the client), and adjust recipients or the body of the email.
4. Prepare the dispatch: select reports, review Report Requirements (tick Okay to proceed if Manual billing required is enabled on the client), and adjust recipients or the body of the email.
If the task needs to stay active or in the current status, untick Mark Task as Complete or Archive Task.
5. Click Dispatch to client.
5. Click Dispatch to client.
How to create a property report
1. Navigate to Properties and View the property.
1. Navigate to Properties and View the property.
2. Click on the Reports tab, then select the report from the Create a report dropdown.
2. Click on the Reports tab, then select the report from the Create a report dropdown.
3. Then click Save report.
3. Then click Save report.
How to create an external report
1. Select the External report type from the Create report dropdown in the Process section of the task, or from the Reports tab on the property.
2. Complete applicable fields and click Save Report.
2. Complete applicable fields and click Save Report.
3. Upload the external report in the Attachments section.
3. Upload the external report in the Attachments section.
Available fields on a report
Required (Issued)
Required (Issued)
Issued: Date the report was issued.
Optional (Title, Template, Compliant, Published, Inspected, Technician, Approver, External reference, Amendment, Internal note, General note, Critical note)
Optional (Title, Template, Compliant, Published, Inspected, Technician, Approver, External reference, Amendment, Internal note, General note, Critical note)
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 or delete a report
Reports can be accessed from the following pages:
In the Process section of the task.
On the Reports tab of the property.
Via Customer Data > Reports.
1. When viewing the report, click View details.
1. When viewing the report, click View details.
2. Then click ...
2. Then click ...
Update to change report fields. Once updated, click Save Report.
The sync icon (next to Download PDF) to regenerate the report after changes to the template or report fields.
Delete to permanently remove the report from the workspace
Recommended steps
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