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 Locations to share with your team and clients.
Steps to Generate Reports Using Locations
1. Log into your account at app.onetrace.com
2. Choose the Projects tab using the left navigation bar.
3. Choose the Project.
4. Choose the Locations tab using the top navigation bar.
5. Select the Locations you want to include by clicking the Check Boxes.
6. Click the Get Report button or this icon from the blue toolbar.
7. Choose the format of your report: PDF or Excel.
8. Click the Build Report button to receive the report in your email.
9. Click Finish or Get another report as per your requirements.
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