Overview:

• General
• Create report
  • Select template
  • Add pins
  • Present persons/companies

General

You have three options for creating a daily construction report:

• Groups: 
  Select a filter group or manual group via the radio button and add it to a report.

• Pins
  Filter for different pins in the pin list, check the corresponding pins or all pins using the checkbox and add them to the report.

• Reports
  Open the menu item Report and click on "Create Report". 

Create report

Title

• Assign a title to the report

Select a template

• Select the appropriate template

To create a daily construction report with "Present users" and weather data, the report template must contain the placeholders "{attendees}} and {{attendess/}}". Only then the selection field will be displayed in the report mask.

Note: Use the standard template of docu tools "Bautagesbericht" or download it and create your own template.

Add pins

Pins are automatically selected when you select the Create Report option from the Pins and Groups menu.

Select pins via menu

Filter for the corresponding pins, check the pins in the pin list using the checkbox and then click on "Add selected pins".

Note: Once you have selected the pins, it is possible to select the media stored in the pin for a specific period of time.

Attendees 

Select attendees

In order to be able to select present users or companies, these must be stored as contacts in the team. No team members are displayed in the list of attendees, only contacts.

Note: Is it necessary to register the name of the company? If this is not the case, the contact is not displayed in the selection mask.

First select the company. Then it is obligatory to enter a number of persons.

The most recently used present companies/persons are saved and can be added or changed as required.

Click Create to create the report with the appropriate criteria.