Creating a Report from a Task
Teresa Bui avatar
Written by Teresa Bui
Updated over a week ago
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To create a report from a property from within a Task:

  1. Under the Process section, click Create Report.

  2. From the drop-down list select the report you wish to create.

  3. You'll be shown a preview of the report so you can review it and make sure everything is correct.

  4. To commit to creating the report, click Save report. Otherwise if certain details need to changed, click Update details. You can learn more about what can be updated by reading our article on managing reports.

  5. Any reports created will be available to select from the dispatch page.

Helpful tip: You can issue the report directly from the dispatch page, without having to create it first. If the report looks good in the preview and nothing needs to be manually changed, just ensure you tick it on the dispatch and it'll create when it's sent, saving you time!

Key words: Inspection date, change reports, edit reports, create reports

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