Export, Download & Print Field Reports on Web
Field reports can be downloaded directly or shared with people who are not in your project with a shareable link.
- Single Report Exports
- Multi-Report Exports (combined PDF)
- As-Builts (bulk download, separate PDFs)
- Printing a Field Report
Note: When exporting a Field Report in a PDF format, it will included all of the following references:
• Photos
• Snapshots
• PDF formatted Documents - If there are other file types linked as a Document reference, those will not be displayed in the PDF export, including any photo files that have been uploaded as Documents.
Single Report Exports
To export, download or email a single report packet from the website:
1. Navigate to the field reports section of your project.
2. Select the desired report type from the list.
3. Click on an individual report submission from the list.
4. Once you're viewing the report you wish to export and/or download, click ‘Export’.
5. Configure the report options (include photos, company logo in header, list of email recipients) and then click 'Generate' to complete your export.
Note: You may enter any email address into the 'Email to' field, even those without a PlanGrid account. Once the report is generated, they'll be sent an email with a link to download a copy of the report.
6. Once the export completes, you may also click 'Download' to download the file to your computer or 'Copy' to copy and paste a shareable link into your own email.
Multi-Report Exports (combined PDF)
To export and/or download multiple reports into a combined PDF from the website:
1. Navigate to the field reports section of your project.
2. Select the desired report type from the list.
3. Click ‘Filters’ and filter the list, as needed. You can filter by report date, created by, and/or description. Make sure to ‘Apply Filters’ to see results.
4. Next, click ‘Export’. All of the reports currently displayed in the results will be included in the export, total number of reports indicated in parentheses.
Note: if no filters are applied, clicking ‘Export’ will automatically include all report submissions in the list.
5.Configure the report options (include photos, company logo in header, list of email recipients) and then click 'Generate' to complete your export.
Note: You may enter any email address into the 'Email to' field, even those without a PlanGrid account. Once the report is generated, they'll be sent an email with a link to download a copy of the report.
6. Once the export completes, you may also click 'Download' to download the file to your computer or 'Copy' to copy and paste a shareable link into your own email.
As-Builts
To bulk export and/or download field reports as separate PDFs:
1. Navigate to ‘Settings’ on your project.
2. Click to ‘Download & Export As-Builts’
3. Uncheck the selection boxes for other files types other than Field Reports
4. Select a specific date range, as needed, or leave blank to select all field reports for all time.
5. Select your desired method of delivery. You can choose to download your data as a zip file to your computer, or sync to your cloud storage system.
Printing a Field Report
- Use the above instructions to download and save the reports to your computer.
- Once saved to your computer, open the file to print the report.