This article explains how to obtain a specific report. For example, you need to extract a PDF for a company on a particular zone or sector. Simply follow the steps below:
- Start by creating a "filter by company" (icon in the lower right), and select the desired company
- Next, go to the sector or the zone to export in the left-hand column
- Click on the menu
- Now click on the action: "Export" then on "Export 'selected_zone'"
- Click on the "+" icon (in the upper right-hand corner of the "selected_zone" window)
- A specific report in a PDF and XLS format will then be generated for the selected_zone and for the company initially selected (filter)
- Then select and click on the icon to the left of "+" in order to save the documents or to share them with stakeholders
Note: You can extract a PDF report (without a plan or photo) + EXCEL for your entire project by selecting "Export issues". This export also takes into account the filters you have selected.