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Download Project Reports

Tobias Patek
  • Updated

Overview

Download submitted project reports to be able to view and use them outside of PlanRadar. You can also combine multiple project reports into a consolidated single PDF file and export the data filled into project reports as an Excel file.

Access & Permissions

You need an in-house user with a role permission to view project reports and the user permission 'Tickets & Project Reports'. Read more in Permissions.

Download a Single Project Report

To download a single project report:

From List of Project Reports (Webapp Only) 

  1. Click the download icon next to the project report:
    Export Project Report.png
  2. The PDF file will start to download

From a Project Report

Another way to download a single project report is to:

  1. Open the project report you want to download.
    Open Project Report.png
  2. Click the download icon
    Download Button.png

If you use the download icon from the PDF viewer's top toolbar, the plain PDF form without the attached photos will be downloaded:
Download with no attachments.png

  1. Open the project report you want to download.
  2. Tap Show PDF
    Show PDF.png
  3. Tap the share icon
    Upload Icon.png
  4. Tap Share report
    Share Report.png
  5. Optional: select the pages to download
  6. Optional: choose whether to include annotations
  7. Tap Share
    Decide Share.png
  8. Tap Save to Files
    Save to Files.png

On the android app, reports don't get downloaded. Instead, you can share them through other apps.

  1. Open the project report you want to download.
  2. Tap More
    More Menu.png
  3. Tap Share
    Share dropdown.png
  4. Tap Share report
    Share report.png
  5. Optional: Edit the report name.
  6. Tap Share
    Rename and Save.png
  7. Select an app to share the file through it
    Select an App.png

Export Multiple Project Reports (Webapp Only)

Combine multiple project reports into a consolidated single PDF file or export the data filled into project reports as an Excel file. These features are only available in the Webapp.

  1. Click Project reports in the main menu
  2. Select the project from Project drop-down menu, or select Show all projects
  3. Select the check boxes of project reports you want to export. If you do not select any report, all submitted reports shown on the screen will be included in the exported file.
  4. Click Export reports
  5. Select file format; PDF or Excel
    Export Multi Project Reports.png
  6. A notification will show when the file is ready to be downloaded
    Download is ready.png
  7. Click the Message Center icon
  8. Click Downloads
  9. Click Download File
    Download File.png

Files are available for download for 24 hours. Make sure you download them in time.

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