Reports

Tasks can have custom-configured reports attached.

Creating A Task Report

To add a task report (e.g., an installation report or an hourly report), navigate to a task and then to the “Reports” tab. Select “Add” there to choose the desired type.

ℹ️ Info: Since reports are always assigned to task processors, a task processor must first exist to whom the report can be assigned.

ℹ️ Info: Only one report type can be assigned per task processor.

Adding Work Hour Report

Open the desired report. If a work hour report was added as described in the previous step and the selected report type supports the work hour report, it can be inserted at the current cursor position by clicking “Add hourly report”.

Exporting Task Report As PDF

All reports can be exported as PDFs. Please note that generating the PDF may take up to 30 seconds for detailed reports or those with added images.

Signing Task Report

In the toolbar, select the option “Annotations” and then “Add Signature”.

Saving PDF-Report

The signed PDF report will be automatically listed in the report table after saving.