Viewing and Sharing Reports

Generate, view, and share comprehensive reports.

Report Types

Overview Report

• Summary statistics
• Key metrics
• Charts and graphs
• Period comparison

Summary Report

• Work updates count
• Issues count
• Inspection status
• By site/category

Detailed Report

• Full details of all records
• Evidence photos included
• Filterable by date, site, category
• Export to PDF

Generating Reports

1. Go to Reports
2. Select report type
3. Choose filters:
   • Date range
   • Sites
   • Categories
   • Status
4. Click "Generate Report"

Viewing Reports

• Dashboard: View online
• PDF: Download/print
• WhatsApp: Request via bot
• Email: Schedule delivery

Sharing Reports

Public Links

• Generate secure link
• Share with stakeholders
• No login required
• Expiry options

PDF Export

• Professional format
• Includes organization branding
• Evidence photos embedded
• Print-ready

WhatsApp

• Send "report" to bot
• Receive latest report
• Includes share link

Scheduled Reports

Set up automatic reports:

• Daily summaries
• Weekly reports
• Monthly inspection reports
• Custom schedules

Report Filters

Filter by:

• Date range
• Sites
• Categories
• Status
• Severity
• Assigned personnel

Tips

• Generate reports regularly
• Share with stakeholders
• Use for meetings
• Track trends over time
• Export for records