Observations and Forms
You can export observations and forms at the level of:
the organization and the workspace,
Format: Excel
Access platform: web
Reception mode: download
the project
Format: PDF
Possibility to:
Filter
Schedule
Choose recipients
Customize
Access platform: web
Reception mode: email
Observations
For observations, there are three types of standard filtered reports (at the project level only), with the following formats:
Excel
Access platform: web and mobile
Reception mode: download
PDF
Possibility to:
Filter
Schedule
Choose recipients
Customize
Access platform: web and mobile
Reception mode: email
Logs (history) - CSV
Access platform: web
Reception mode: download
💡 There is not yet a unit observation report.
Forms
For the forms, the following reports are available:
the standard filtered reports, in formats:
Excel
Access platform: web and mobile
Reception mode: download
PDF
Possibility to:
Filter
Schedule
Choose recipients
Customize
Access platform: web and mobile
Reception mode: email
the standard unit reports, in formats:
Excel
Access platform: web and mobile
PDF
Possibility to customize
Access platform: web and mobile
Reception mode: download
Logs (history) - CSV
Access platform: web
Reception mode: download
the customized unit report (complete customization)
Formats:
PDF
Excel
...
Access platform: web and mobile
Reception mode: email
Meetings
For meetings, there is the standard unit report in PDF format:
Access platform: web and mobile
Format: PDF
Mode of reception: download