Prerequisites
Active License
Active internet connection
All data synchronized
Note: Reports can only be created online on the iPad.
Step-by-Step Guide
Synchronize your data.
Open either the
Pinlisteor theTo-do list.If desired, filter the pins.
Select the desired pins by ticking the box in the corresponding row.
Tap on the
Stift-Icon at the top right and selectCreate New Report.An input window will open. Assign a meaningful Title.
Choose the Report template you want to use to create the Report.
Note:
pocket toolUsers have access only to the standard templates.Tap on
Continue.Select the time period for the Media to be included and the sorting order via the dropdown menus.
Tap on
Continue.Choose the size of the overview map and the zoom level.
Tap on
Continue.The Report creation starts automatically. You can Leave the window by tapping
Hide. The Report will be created in the background.Switch to the
Reportsview by tapping the icon with three lines in the upper left corner.Here you can find all created Reports:
Tap on the Report to open the preview.
Use the
Link-Icon to Share the Report as a link.Use the
Share-Icon to save the Report as a PDF on the device or open it in another app (e.g., Adobe).
Additional Notes
The speed of Report creation depends on the number of selected pins and Media, as well as your internet connection.
Check before creating whether all required Media are fully synchronized.