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Create a Ticket Report (PDF)

Tobias Patek
  • Updated

Overview

To get started with ticket reports consider reading fundamentals about Ticket Reports first.

You can create ticket reports from one or multiple tickets. In both cases you can choose a custom template or just use a simple standard format for your report.

Also see View Generated Ticket Reports.

It is also possible to Export Tickets to Excel in the Webapp.

Access & Permissions

You need an in-house user with a role permission to view tickets and the user permission 'Tickets & Project Reports'. Read more in Permissions.
Subcontractors can only see assigned tickets and, therefore, can only create reports for those tickets. Read more in User Types.

Create a Report from a Single Ticket

To create a report from a single ticket:

  1. Open the ticket
    Open Ticket.png
  2. Click Create report
    Create a Report.png
  3. Select a template e.g. Report
    OR use the default Without a template to create a standard ticket report as defined by PlanRadar.
    Select Template.png
  4. Click Confirm
    Create button.png
  5. The report gets generated in the background and you receive a notification when it is ready to Download File.
    The download is available for 24 hours – read more in View Generated Ticket Reports.
    Download File.png
  6. View the downloaded PDF ticket report

It is also possible to create a ticket report from the ticket preview in plan view:

If your browser window is too small you will find the Create report button and Hide closed tickets check box in the more menu.

To create a report from a single ticket:

  1. Tap Tickets
    Open Tickets.png
  2. Open a ticket
    Open a Ticket.png
  3. Tap the create report icon
    Export Icon.png
  4. Select a template e.g. Report
    OR use Without a template to create a standard ticket report as defined by PlanRadar.
    Select Template 4.png
  5. The report will open automatically
    Single Ticket Report.png

To create a report from a single ticket:

  1. Tap Tickets
    Open Tickets.png
  2. Open a ticket
    Open a Ticket.png
  3. Tap the PDF icon
    PDF Icon.png
  4. Enter report's title
  5. Select a template e.g. Report
    OR use Without a template to create a standard ticket report as defined by PlanRadar.
  6. Tap Save
    Select a Template.png
  7. PDF is processing - You will be informed when the report is ready to view. Tap OK
    Processing.png
  8. You will receive a push notification once your report is ready, click on it to open it
    Single Ticket Report.png

Create a Report from Multiple Tickets

To create a report from multiple tickets use the ticket list or plan view:

  1. Click Tickets
  2. Click Create report
  3. Open the Select template drop-down
  4. Select a template e.g. Report
    OR use the default option Without a template to create a standard ticket report defined by PlanRadar.
    Select a Template.png
  5. Click Confirm
    Confirm.png
  6. The report gets generated in the background and you receive a notification when it is ready to Download File.
    Download a Report.png
  7. View the downloaded PDF ticket report

This works the same way no matter if you are in the Tickets Plan View or Tickets List View. 

 

You have several options to control which tickets to include in your report. The quick filter Hide Closed Tickets also works in combination.

Saved Filter

Select a saved filter in the create report dialog to only include tickets matching its criteria.

In addition to the filter, the selected project, layer and form (or all layers and all forms) will also determine which tickets to include. Read more in View Tickets of a Project, Layer or Form.

  1. Click Create report
  2. Open the Select filter drop-down
  3. Select a filter, e.g. Closed tickets

Current List View

Instead of a saved filter, choose Current list view (default) in the create report dialog above to include all currently visible tickets. Any active search and filter criteria will be applied and tickets currently not visible will not be included.

Select Individual Tickets With Multi-Selection

  1. Select ticket check boxes
  2. Click Create report
    Select Multiple Tickets.png

In this case the filter option is not available in the create report dialog.

To create a report from multiple tickets use the ticket list or plan view:

  1. Tap Tickets
    Open Tickets.png
  2. Tap the more menu
  3. Tap Select tickets for reports to select from a list of tickets.
    OR tap Export selected layer to include all tickets in the layer (and skip step 4 and 5).
    More Menu.png
  4. Select the check boxes of the tickets to be included in the report
  5. Tap Create PDF
    Select Tickets.png
  6. Select a template e.g. Report
    OR use Without a template to create a standard ticket report as defined by PlanRadar.
    Select Template.png
  7. PDF is processing - You will be informed when the report is ready to view.
    Tap OK.
    Processing.png

You can optionally use a filter before you start creating at ticket report.

Read more in Filter Tickets.

Replacement Tokens and User Attributes

Some of your templates might include replacement tokens or user attributes for variable content. When creating a report and selecting such a template, PlanRadar will ask you to provide values for those tokens.

To set a value for a user attribute (e.g. Primary user):

  1. Select a user in the Primary user drop-down

To set a value for a user attribute (e.g. Primary user):

  1. Tap Select user 1 and select a user from the list
  2. Tap Create report

To set a value for a user attribute (e.g. Primary user):

  1. Optional: Tap the pre-selected user name e.g. Mike Steinberg and select a different user from the list
  2. Tap OK

In case of the primary user field, the app will pre-select the current user, because this is often used to provide information about who created the report.

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