Creating a Report from a Task

Article author
Mads from Uptick
  • Updated

LearningBanner_Docs_2.png

  1. When viewing a Task, click on the ‘Reports’ tab.

      Screen Shot 2016-11-09 at 5.38.41 PM.png

  1. This shows a list of created reports and reports that can be created on this Task.

  2. To view created reports, click ‘Preview’ to view the PDF, or ‘View’ to view report details.

  3. To peek a report and check that it is correct, click ‘Peek’.

  4. Upon peeking a report, if it needs to be edited, click ‘Create’.

      Screen Shot 2016-11-09 at 5.40.02 PM.png

  1. Information can be added/changed here. When done, click ‘Save Report’.
    Need to change an inspection date of a report? This is where to do it. 

  2. Reports can then be sent via the dispatching module.

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 peek 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

Was this article helpful?

1 out of 1 found this helpful

Have more questions? Submit a request

Comments

0 comments

Please sign in to leave a comment.