Generating standardised reports within Onetrace takes a few minutes. Implementing a standardised reporting system can uphold transparency and traceability with your clients, saving you countless hours of manual reporting and printing.
We've outlined the process so you can swiftly generate reports using Job Sheets to share with your team and clients.
Generate a PDF report
Generate an Excel report
Steps To Generate Reports Using Job Sheets
1. Log into your account at app.onetrace.com
2. Select the Projects tab from the left-hand menu.
3. Select the Project.
4. Click Job Sheets from the top bar.
5. Select the Job Sheets you want to include by clicking the Check Boxes.
6. Click the Get Report button or this icon from Dynamic Island.
✨ Choose the format of your report: PDF or Excel.
Steps for The PDF Version
7. Click on the PDF Report button and click Continue.
8. Choose an output for your PDF Report.
✨ Combined PDF: A single PDF containing all job sheets in one single report.
✨ Individual PDFs: A zip folder of individual reports for each specific job sheet.
9. Select how you would like your report ordered: Started At, Location No. or Sheet No.
10. Click Build Report and you’ll receive the report in your email.
Steps for The Excel Version
7. Click on the Excel Report button.
8. You'll have options to customise the data within your report.
9. Click Build Report and you’ll receive the report in your email.
☝️ Materials:
The material Summary will give your report a breakdown of material costs.
The material's Detailed Breakdown will give your report additional information like measurements, quantities and pricing.
☝️ Photos:
You can choose to Embed images directly into your Excel report or add Hyperlinks for the images into your report.
☝️ Pricing:
Select either Hide Prices or Show Prices in your Excel report.
☝️ Order By:
Select how you want your report organised: Started At, Item No. or Location No.
Following these steps will ensure you can accurately report on your Projects at any time.
Need more help?
Feel free to message us via live chat; we will gladly help! 😁