How to generate product installation reporting in the plan view for JobTrakr App?
In this tutorial we will go over how to generate product installation reporting in the Plan 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 Plan View > Tap on the clipboard icon at the top right and select Product Installation to view the product installation report.
Step 2: 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 3: 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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