How to generate a job sheets report:
To start, select Projects from the sidebar and choose the project you need. Navigate to the job sheets tab and click Get report.
A modal will show how many job sheets are included. You can then choose your preferred format:
PDF reports: These provide a professional, polished layout. Choose to export all sheets in one file or as a zip folder containing individual PDFs. This is ideal for clients with specific audit requirements.
Excel reports: Best for data analysis and numerical work. These files are editable, allowing you to adapt the layout to your internal systems.
Tailor your report using these options:
Ordering: Sort by sheet number, location, or start date to meet client needs.
Overview page: Add a contents page at the start of your PDF.
Materials (Excel only): Choose a simple summary or a detailed line-item breakdown.
Images (Excel only): Embed photos directly or include them as hyperlinks.
Pricing: Toggle pricing visibility based on the detail your client requires.
Click Build report to finish. Onetrace will email the file to you automatically.
💡 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.