Create a report
This is what the project builds towards: turning plans, viewpoints and photos into a document you can hand over. The dashboard does all the work server-side, you only choose what goes in.
Generating a report
Section titled “Generating a report”- In the project, click Create a report.
- Check the summary at the top, for example “Plans: 3 · Observations: 37 · Photos: 210”. Preview shows the report before you create it and does not count as an export.
- Optionally open Report content to choose what the archive includes and the photo quality, and Filters to narrow the content.
- Click Create report.
- Follow the progress, then collect the result.
By default, the report is a ZIP archive containing the PDF report, the HTML report you can open in a browser, all the photos and the source plans.
Choosing what the archive includes
Section titled “Choosing what the archive includes”Report content lists four checkboxes, all ticked by default:
| Checkbox | What it adds to the archive |
|---|---|
| PDF Report | The report as a PDF, ready to send or print |
| HTML Report | The report as a web page that opens in any browser |
| All PDF source plans | The original PDF of every plan in the report |
| All photos | Every photo and video of the report, at the chosen quality |
A few rules apply:
- All photos stays ticked while HTML Report is ticked, because the HTML report displays its photos from that folder.
- At least one checkbox must stay ticked. The last one cannot be unticked.
- The photo quality only appears when the archive contains photos.
For example, untick everything except PDF Report to get a light archive that downloads quickly.
These choices only apply to the archive you download with Create report. A report shared online always carries both the PDF and the HTML report.
Choosing what goes into the report
Section titled “Choosing what goes into the report”By default, the report covers the whole project. The Filters section lets you narrow it down by several criteria, which stack:
| Filter | Typical use |
|---|---|
| Plans | Deliver only one building, one floor or one trade. The General observations chip covers the observations that are not on any plan |
| Activity | Keep only viewpoints from one period, for a visit write-up |
| Creators | Isolate one contributor’s work |
| Media types | Keep only viewpoints with a photo, or conversely spot those with no media |
| Colors | If you use colour as a code, deliver a single category |
While a filter is active, the summary shows what will be kept, for example “Plans: 2/5 · Observations: 12/37 · Photos: 48/210”. Clear all filters returns to the complete project.
When the report would be empty
Section titled “When the report would be empty”If the report would have nothing in it, a warning appears at the top of the window:
- “The current filter excludes everything in this project. The report will have no content.” Widen or clear the filters.
- “This project has no plans and nothing recorded yet. The report will have no content.” Add a plan or an observation first.
The warning does not block you: you can still create the report, for example to send a cover page. On the free plan, an empty report still counts as one of your 3 reports.
Photo quality
Section titled “Photo quality”Three levels, which determine the weight of the final file:
| Level | Resolution | When to use it |
|---|---|---|
| Small | around 1280 px | Sending by email, a quick write-up |
| High | around 1920 px | The right compromise in most cases |
| Highest | original size | When the photo is evidence and must stay usable when zoomed |
What the report looks like
Section titled “What the report looks like”The PDF and HTML reports are laid out the same way on every platform:
- Observations follow the report order: general observations first, then one section per plan, with the plan’s title at the top of its section.
- A photo is never cut in half at a page break. A long observation continues on a new card marked “(continued)”.
- An observation with no photo and no comment takes a single compact row, “No media and no comment”.
- A photo or video that could not be included is shown as a dashed “Media unavailable” tile instead of silently disappearing.
- An empty report says “This report contains no observations.” on its cover.
- The HTML report reads from top to bottom like a document, with comments and audio comments in the page, and it can be printed from the browser.
Two destinations
Section titled “Two destinations”Save the report
Section titled “Save the report”Click Create report: the ZIP archive is downloaded to your computer. It is then up to you to pass it on, by whatever channel you like.
Share a link
Section titled “Share a link”PhotoReport hosts the report and gives you a password-protected address. The recipient has nothing to install and needs no account.
- Click Share online.
- Set a password, or click Generate a password. Six characters minimum.
- Choose the validity: 7, 30 or 90 days.
- Click Create share link.
- Copy the address and the password.
Sharing online requires a Pro or Teams subscription. See Sharing reports.
The free plan limit
Section titled “The free plan limit”The free plan allows you to create 3 reports in total, by any method. A counter tells you where you stand, for example “2/3 reports created”. Preview is free and does not count.
Reports from the sample project count too, and so does an empty report. See Plans and pricing.
If generation fails
Section titled “If generation fails”| Message | What to do |
|---|---|
| Rendering timed out | Filter to reduce the number of plans or photos, and try again |
| Report too large to render | Lower the photo quality, or split into several reports |
| This project has too many photos to export at once | Use the filters to deliver plan by plan |
| Network error | Check your connection and click Retry |