How do I Create a Report

Creating a report can involve some advanced filters, but once you know how to use it reports can be created in minutes.

To create a report, select the project. Click the reports tab and then click the blue button “Create Report”. You can also create a report from your mobile device in the same sense.

After clicking "Create Report" you will be provided with three options:

Field: This is typically in an informal punch list report that compiles all general pins that you have been using to monitor your construction site

SWPPP: This is a more formal report that meets the guidelines for South Carolina at the moment. You will see additional information boxes than what is on a field report that is designed to be seen by an inspector or governing body.

Tree: This is similar to the field report but more focused on a list of all tree pins that have been dropped

Filtering

Each of these reports shows the same filter mode on the screen after clicking on the type of report you want. The filter screen is shown below:

Dropped by User: Toggle which user's pins will show up

Date of Visit: Shows the time of report creation (editable)

Report Name: Shows the default name of the report (editable)

Report Type: Here you can pick the type of report you want to create if you clicked the wrong one at first

The Map: in the map modal you can choose what layers you want to be activated in the report, as well as see an example of what pins you are including in the report.

Pins: Here is where you can set your filters. There are several different options on how you can narrow down your reports to only include pins you want:

• • Types: what type of pins you want to include
  • Status: you can narrow it down to only needs action if you are sending a report of what still needs to be done
  • Include Previous Needs Action Pins: shows a list of pins that were needs action the last report you made
  • Include Private Pins: Each pin has the ability to be toggled to private, where only you can see it. These can be included.
  • Filters: For Field Reports and Tree Reports all of the categories that you see dropping pins will show up here and you can filter the pins based on that.

Clicking the "View Pins" box in the upper right of the filter screen brings you to a modal where you can deselect pins that you do not want to include:

When you are all done with the report filters you can click "Review Report" and it will bring you into a draft view

On this page, you can edit most boxes if you want them to say something else, or adjust maps and the layers to your liking. 

Site Notes: You may notice that site notes cannot be edited or changed in the report. The Site Note that gets brought into the report is controlled by two factors:

• Last Site Note: Only the latest Site Note will be pulled into the report.
• Filters: The last Site Note is only included in the report if the filter for days since report fits in the dates of the Site Note being created
  • i.e. a Site Note created a week ago would appear in filters that are 7 days or longer

On each map screen, you can add the layers that you want:

• Layers
• Page Duplication
• Page Hiding / Delete

After selecting which layers you want you will see a save button appear that locks in the selection you made:

When you have looked it over and it is ready to go you can click publish report in the top right.

Doing so brings up this modal:

Here you can have Site Marker automatically send the report to people on the project or to yourself by default after publishing.

After the report is published you can share it a view different ways. Check the link to that post here