How to download a summary Job report?

• The Summary Job report shows a truncated version of the Job report.
• Job Signatures, Show Job Pass/Fail, Company Details, Asset Metadata(Custom fields,  Site Address, Job Closing Comments, Company Logos, Client Address, Inspection Closing Comment and Sort Inspections by Zone options can be selected
• Outcomes and Findings can also be selected to show.
• The same configuration can be used across multiple jobs and multiple users.
• There is an option to reset the configuration.
• The Summary Job report is downloaded in .pdf and not emailed.

Step 1:

Click on the All-Jobs navigation bar item, within the Activity section. 

You will be taken to the screen below, showing a list of jobs if there are any and the filters.

Search for a Job or Click on a job to access Job Manager screen.

Click on the Job to open the Job manager screen.

Step 2:

Click on Download Report button, as shown below.

Step 3:

On the list, select the option to download the Job Summary Report.

On the Job Summary Report Options popup screen, under Configure Job Details select what to include or exclude from the report.
 

Under Configure Inspection Answers, select ‘Show Answers for all Asset Types’ if you want to see comments and answers for all asset types on the job – all Asset types will be automatically selected.

Select ‘Show Answers for Inspections’ to show the Outcomes(Pass/Fail/NA) from the Inspections.

Select ‘Show Answer Comments for Inspections’ to show Findings from the Inspections.

Once done, click on the Download button to download the report in .pdf format.

Please note that the Configured Job report options will be saved for all job reports for different jobs, as shown below.

The configuration can be Reset by clicking on the Reset Options button.