In docu tools, there are several ways to create a Report. Reports are the best way to summarize your data and distribute it in flexible variants tailored to the respective recipient groups. Whether you want to create your Report from the Report interface, the Pin details view, the Pin List, the To-do list, or from the Group view, we have you covered.

No matter which method you choose, the final step is always filling in the details for the Create New Report function. Therefore, let's first take a closer look at the 'Create New Report' window, then we will go through the individual ways to get there.

NOTE If your Report contains too much data, it significantly slows down the creation process, in the worst case leading to termination. Especially for Word Templates, we therefore recommend including a maximum of 250 Pins per Report. If your current Report requires more than 250 Pins, please divide them into multiple Reports.

The Create New Report Window

In this window, you set the Title, choose the desired Report Template, and define the content of your Report. The available selection elements may vary depending on the chosen Template, but some selection elements are always available. Let's take a closer look at these elements.

Details: Here, you specify the Report Title and select the desired Report Template. This determines the layout of your Report. The Report Title will be included in the Report exactly as specified here.
Media: Here, you specify the time period from which your Media should be included in the Report. The sorting is based on the creation time. You can choose to display the oldest or the newest photo first. If this menu item cannot be edited, you must first make the appropriate selection in the Content based on section. After that, you can make the settings for the Media.
Plan section: Zoom level and Size of the overview map: This section refers to the Plan views within the Report. With Plan section: Zoom level, you determine how far into the Plan around the Pin will be zoomed. The Size of the overview map shows a reduced version of the entire Plan in the bottom right corner of the Plan section.
Content based on:: Here, you determine whether the Report is based on Pins or tasks. The selection option is only active once a Report Template has been chosen previously. Choose whether the Report should be based on Pins or tasks and Click on choose. To select the Pins or tasks, you have various options:

Select specific Pins or tasks by Clicking the checkbox at the end of the row and confirming with Add Selected Pins or Add Selected Tasks.
Choose a Filter result by setting Filters in the area above the List and then confirming with Use Filter.
Add all Pins or tasks with a Click on Add All Pins.

Once you have made all settings, Click on Create to generate the Report.

The individual steps in brief:

Provide a meaningful Title.
Choose the desired Report Template.
If not already predetermined by earlier steps: Choose whether the Report is based on Pins or tasks and select your Pins or tasks.
Specify the parameters for the Media display.
Choose the Zoom level and the Size of the overview map.
Create your Report.

1 - Report from the Report View

In this view, all the Reports created for your Project are gathered and provide information about the Report Title, the used Template, Creator, creation time, and expiration date. Here, you can easily Download, Share, or delete your Reports at the push of a button.

Here's how to create a Report from this view:

Open the Project and select Reports from the left menu.
Click on New Report.
Follow the steps described above Steps.

2 - Report from the Pin Details View

When you Edit a specific Pin, you can quickly create a Report by using the "..." menu. Here's how:

Open a Pin from the List or the Plan view.
Click on the "..." menu in the upper left corner above the Pin number.
Choose Add to Report.
The Create New Report window will open. Follow the steps described above Steps.

3 - Report from the Pin List View

Another way to create a Report is found in the Pin List view:

Open the Project and select Pins from the left menu.
Mark the Pins you want to include in your Report by checking the checkbox at the end of the row. If you want to select all Pins on the page, check the checkbox in the header row.
Click on the Pencil icon right above the List (the Edit button).
Choose Add Pins to Report.
The Create New Report window will open. Follow the steps described above Steps.

4 - Report from the To-do List

This function allows you to create special Reports with precise information for the recipients. You can create a Report that only summarizes the individual tasks in a Pin for the concerned person. The Report will only display the selected tasks, unselected tasks will not be visible. The same Template can be used for a task Report as for a Pin Report.

Examples:

A Subcontractor should receive a Report with all tasks assigned to him. Other tasks in the Pin assigned to other people should not appear.
A Report with all open tasks should be created. Tasks that have already been completed should not appear.

Here's how to proceed:

Open the Project and select Tasks from the left menu.
Mark the tasks you want to include in your Report by checking the checkbox at the end of the row. If you want to select all tasks on the page, check the checkbox in the header row.
Click on the Pencil icon right above the List.
Choose Add Tasks to Report.
The Create New Report window will open. Follow the steps described above Steps.

5 - Report from Groups

If you have already created Groups or Filter groups, you can also generate Reports from them. More information on the topic of Groups can be found in the article Groups.

In the Group view, you have 2 options to create a Report:

Option 1 1. Open the Project and select Groups from the left menu. 2. In the List of Groups, Click on "..." in the desired Group. 3. Choose Add to Report. 4. The Create New Report window will open. Follow the steps described above Steps.

Option 2 1. Open the Project and select Groups from the left menu. 2. Open the desired Group. 3. Click on the "..." icon. 4. Choose Create Report from Group. 5. The Create New Report window will open. Follow the steps described above Steps.