Create Observations Reports

The purpose of this article is to explain how to create observations reports. 

Any observation data that is filtered can then be captured in a report and exported to PDF and Excel.

  1. Click Observations
  2. Expand the Menu panel

    Create_Observation_Reports.png

  3. Click the observation_report_icon.png icon

  4. Several types of observations reports will be available:
    • Observations by Plans - Detailed PDF report containing any plans, photographs, and observation information

Note

Due to the nature of this report, we recommend running the Observations by Plans report against a small set of data as it may result in a very large file size once generated. 

 

  • Observations by Company - Similar to the Observations By Plan report, this is a detailed PDF report containing any plans, photographs, and observation information except it runs a separate report for each assigned company (even if some assigned companies may not be active Kairnial users)

  • Observations List (Excel) - Standard Excel export containing all of the filtered data

  • Observation By Plan & Area - Detailed PDF report containing any defined area in relation to the plan it is against, photographs, and observation information

Note

Due to the nature of this report, we recommend running the Observation By Plan & Area report against a small set of data as it may result in a very large file size once generated. 

 

5. Select the report you want to generate

Create_Observation_Reports_2__1_.png

6. If required, rename the filename of the report
For PDF reports only, you can access advanced options by clicking the control_form_cog.png icon. Depending on the PDF report you selected, you can (de)activate options, such as exporting the photos, showing the observations comments, printing the pins in colour or black & white, etc.

7. Click Generate upon completion

Create_Observation_Reports_3__1_.png

8. Once generated:

  • Click the eye icon to run it directly from the application, Or
  • Click the down arrow icon to download it on your local hard drive

    Create_Observation_Reports_4.png
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