Creating a report from a property

Article author
Maddison Taubert
  • Updated

For reports that require to be created on a property, rather than a task i.e. Historical, System Condition and other property based reports, follow the instructions below.

Step 1: Go to the property you would like to create a report for by searching in the 'What's next?' search bar up the top of your webpage or, filter and navigate via the main property list.

Step 2: Go to the Reports tab

Step 3: Click 'Create a report' and pick the report you would like to create.

Step 4: Fill out the fields that are relevant to create your report.

     Issued: Date your report was sent to your client

     Inspected: The date the information on this report was inspected by your technicians (only if         applicable) 

     Type: This is just the report you are going to create (should already be filled out)

     Technician: If you have a primary technician that attended site for this report.

     External Reference:

    Template Version: This should already be filled out if this report has one, if it isn't filled out            then this is fine so. Try not to change this field if it's already filled out.

    Compliant: Whether the report is compliant or not

    Published: Tick this if you want to display this report on this client's CLIENT PORTAL (if they          have one). This should tick automatically.

    Amendment: More as an internal reference, tick this if this if this report is being created due to      amending another report.

   Notes: This section allows you to type notes in about the report. If you have your template           setup, you can have these notes pull onto your report PDF.

Step 5: 'Create report'

Extra functionality: If you would like to add EXTERNAL reports and documents to this report, you can do this by doing the following:

1. View the report you have created, you want to be on the page that looks similar to the below:

Screen_Shot_2018-07-23_at_1.59.18_pm.png

2. Click the 'Documents' tab that is located under the 'Generate PDF' button. This is the area where you can add external documents to your report.

Please keep note that documents added here WILL NOT send with the report created in Uptick, instead these documents will appear when a client opens this report ON THEIR CLIENT PORTAL. When a client 'views' a report, they will see exactly what you see in the above screenshot, they also need to click into the 'Documents' tab to view the external documents.

 

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