Reports in Onetrace give you a fast, reliable way to present your project data in a clear and professional format. With just a few clicks, you can generate branded PDF or Excel reports that pull together all the key information your clients, auditors, or internal teams need—without the hassle of manual formatting.
Professional presentation – Share polished, branded documents that reflect the quality of your work and build trust with clients and accreditation bodies.
Effortless compliance – Quickly compile the evidence required for audits, legislation, or client sign-off, reducing the time and stress of manual reporting.
Overview of reports in Onetrace
In this video, we will run through how to run reports from different areas within a project. How the reports can be customised with filters, ordering and which information you would like to present within the report.
How to generate reports in Onetrace
Job sheet reports
How to generate a job sheet report:
Navigate to Your Project
Select the Projects tab from the left-hand menu.
Choose the Project you want to work with.
Access Job Sheets
Click Job Sheets from the top bar.
Select the job sheets you want to include by checking the boxes next to them.
Generate a Report
Click the Get Report button or the corresponding icon on the blue toolbar.
Choose the report format: PDF or Excel.
PDF Reports
Click the PDF Report button and then Continue.
Choose your PDF output:
Combined PDF: A single PDF containing all selected job sheets.
Individual PDFs: A ZIP folder with separate PDFs for each job sheet.
Select how you want your report ordered:
Started At
Location No.
Sheet No.
Click Build Report. You’ll receive the report via email.
Excel Reports
Click the Excel Report button.
Materials Options:
Summary: Breakdown of material costs.
Detailed Breakdown: Additional info such as measurements, quantities, and pricing.
Photos Options:
Embed images: Directly insert images into the Excel report.
Hyperlinks: Include links to images instead of embedding.
Pricing Options: Hide Prices or Show Prices in the report.
Order By Options:
Started At
Item No.
Location No.
Customise any other data as needed.
Click Build Report. You’ll receive the Excel report via email.
Location report
Choose the Projects tab using the left navigation bar.
Choose the Project.
Choose the Locations tab using the top navigation bar.
Select the Locations you want to include by clicking the Check Boxes.
Click the Get Report button or this icon from the blue toolbar.
Choose the format of your report: PDF or Excel.
Click the Build Report button to receive the report in your email.
Click Finish or Get another report as per your requirements.
Drawing reports
Select the Projects tab from the left-hand menu.
Select the Project.
Click Drawings from the top bar.
Click the Drawing you want to generate a report for.
Click the Get Report button.
Select Marked-up Drawing as your chosen format.
Click the Build Report button.
Click Finish or Get another report as per your requirements.