The Types of Reports in Finalcad One

Observations and forms

You can export observations and forms at the level of:

• the organization and workspace (Excel)

  From the web, via download

• the project (PDF)

  From the web, via email

  Ability to filter, schedule, choose recipients, and customize

Observations

For observations, there are three types of standard filtered reports (at the project level only), in the following formats:

• Excel

  From web and mobile, via download

• PDF

  From web and mobile, via email

  Ability to filter, schedule, choose recipients, and personalize

• Logs (history) (CSV)

  From the web, via download

There is not yet a unitary observation report.

Forms

For forms, the following types of reports are available.

Standard filtered reports

The available formats are:

• Excel

  From web and mobile, via download

• PDF

  From web and mobile, via email

  Ability to filter, schedule, choose recipients, and customize

Reports standard unitary

• Excel

  From web and mobile, via download

• PDF

  From web and mobile, via download

  Customizable option available

• Logs (history) - CSV

  From the web, via download

Personalized unit report

The structure of a form template is fully customizable.

From the web and mobile, via email

PDF, Excel,...

Meetings

For meetings, there is the standard unit report in PDF.

From web and mobile, via download

Dashboards

You can export the standard dashboards available on the web by selecting:

• a single chart

• the entire dashboard

The available formats are:

For a single chart

• CSV

• XLSX

• PNG

For the entire dashboard

• PDF

• PNG

To learn more about dashboards, visit here.