How to generate product installation reporting in the project view for JobTrakr App?

In this article, we will go over how to generate product installation reporting in the project view. This report will show you the report name and break down the different areas such as area / group, product, total quantity, installed, status, start date, due date, assignee, completed percentage, and notes. The report will also include the 2D diagram of the project. 

This article applies to JobTrakr App

Step 1: Go to the Project View > Tap on Reports icon on the bottom of the screen 

Step 2: Tap clipboard icon in the top left  and then select “Product Installation”’

Step 3: The Task window pop up will show you a list of tasks you can select from for this report. Select the individual task you would like to report or Select All” then tap on ‘Next’. 

Step 4: The Create Report pop window will contain the Report Name, Orientation, Show product, show task list, and show floor plan options. then you can tap Done

Step 5:  The report will automatically be shared with anyone you included in the Project created. You also have the option to send the report to individuals outside of your group.

To share Tap on the share icon at the top right corner. You can find all of the sharing options available as well as the option to ‘Save to Files’ and print

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