- 01
Review project completion
Check the project overview, spaces, product records and form progress before building the report. Content you add is a snapshot of the project at that moment.
- 02
Open the Reporting tab
Open the project and select Reporting. The report is shown as separate A4 pages, each with your logo in the header and a page number in the footer, so what you see is what prints. If your company has page templates set to appear in every new report, they are already there.
- 03
Add content from the project
In the panel on the right, the Project tab lists the project's forms, spaces and Walk Cam sessions. Select + on a form to add its answers, or open a space to add its summary, products, photos and forms. Collapse a list you are not using, and use the search box when a project has a long list.
- 04
Add layout and page templates
The Add tab holds layout blocks (page break, image beside text, callout, key stats and a simple table) and your company's page templates, such as terms and conditions or a case study. See Add a page template to a report.
- 05
Arrange and edit
Click any text to edit it. Hover a block to move or remove it, and type / for more block options. Long content flows onto the next page by itself.
- 06
Check the order of the pages
Open the Pages tab to see every page of the report. Drag a page, or use the arrows, to move it up or down, and use the bin to delete a page you do not need. Pages with nothing that prints are marked so you can remove them.
- 07
Set up the cover, header and footer
Open the Design tab to add or remove the front cover and choose its style, switch the header and footer on or off, and set the company name and date that appear on every page.
- 08
Save your work
The report saves automatically as you edit, including when you move to another part of SiteSurvey. Select Save to save straight away.
- 09
Export and share
Use Export at the top of the report and choose Word or PDF. The file downloads to your computer and a copy is stored in the project's Files tab, ready to share with the customer or your team.
Good to know
- ✓Content you add is a snapshot. Update the project first, then add it again if the data has changed.
- ✓Exports need an internet connection. Editing and saving work offline.
- ✓Clear doc wipes the report after a confirmation. Use it only to start over.
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