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Report Creation on iPad

Updated over 3 weeks ago

Prerequisites

  • Active License

  • Active internet connection

  • All data synchronized

Note: Reports can only be created online on the iPad.

Step-by-Step Guide

  1. Synchronize your data.

  2. Open either the Pinliste or the To-do list.

  3. If desired, filter the pins.

  4. Select the desired pins by checking the box in the corresponding row.

  5. Tap on the Stift icon at the top right and choose Create New Report.

  6. An input window will open. Assign a meaningful Title.

  7. Select the Report template you wish to use to create the Report.

    Note: pocket tool Users have access only to the standard templates.

  8. Tap on Continue.

  9. Select the time period for the Media to be included and the sorting order through the dropdown menus.

  10. Tap on Continue.

  11. Choose the size of the overview map and the zoom level.

  12. Tap on Continue.

  13. The Report creation starts automatically. With Hide you can Leave the window. The Report will be created in the background.

  14. Switch to the Reports view by tapping the icon with the three lines in the upper left corner.

  15. Here you will 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 to ensure all required Media are fully synchronized.

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