PDF Job Sheet Report
PDF reports provide a professional, polished layout. You can export all sheets in one file or as a zip folder containing individual PDFs—ideal for clients with specific audit requirements.
How to generate a PDF job sheet report:
To start, select Projects from the sidebar and choose the project you need.
Navigate to the job sheets tab and click Get report.
Select specific job sheets using the circles next to the job sheet number. To report on all job sheets, leave these unchecked.
Click Get report.
A modal will show how many job sheets are included.
Select PDF report.
Choose whether you would like the job sheets in one combined or as separate PDFs in a ZIP file.
Tailor your report using these options:
Ordering (combined PDF only): Sort by sheet number, location, or start date to meet client needs.
Overview page (combined PDF only): Add a contents page at the start of your PDF.
Click Build report to finish. Onetrace will automatically email the file to you.
Excel Job Sheet Report
Excel reports are best for data analysis and numerical work. These files are editable, so you can adapt the layout to your internal systems.
How to generate an Excel job sheet report:
Open the project you want to report on.
Click the Job sheets tab.
Select specific job sheets using the circles next to the job sheet number. To report on all job sheets, leave these unchecked.
Click Get report.
Select the Excel report.
Choose your layout:
Job sheet layout: includes every form field, with each sheet on its own row.
Material layout: focuses on commercial data by exporting only operative, location, specification, material, and rate fields.
Click Next.
Customise your report:
Order by: choose sheet no., location no., or started at.
Pricing: show or hide prices (available to owners and admins only).
Material display (job sheet layout only): choose Summary for a single column or Breakdown for separate columns.
Photos (job sheet layout only): choose to embed images or use hyperlinks.
Click Build report. You can download the file from the report drawer, or check your email for a copy.
💡 You can also access, preview, or re-download any generated report by clicking the Report icon in the top right-hand corner of your screen.
Use filters for specific data
To drill down into specific information, use the Add filter tool. You can filter by:
Form type (e.g., Fire Door Survey)
Individual operative or team
Specification or sheet number
Apply multiple filters simultaneously to review specific work—such as all sheets submitted by one team member for a particular form type.