With Onetrace, you can generate PDF or Excel reports in seconds.
In this article, we will walk you through the steps to generate each type of report available within Onetrace:
Generate Reports Using Job Items
1. Log into your account at Onetrace.cloud
2. Select the Projects tab from the options in the left-hand menu.
3. Select the Project you want to generate the report for.
4. Click Job Items to view all the items you have added for that specific project.
5. You can use the Filter button to select the items you need on your report.
🚨 If you don’t select any filters, all project information will be automatically included in the report.
6. Select the job items you want to include in your report by clicking the Check Boxes on the left of each item.
7. Once you’ve selected your filters and job items. Click the Export Report button.
8. Choose the format of your report from Job Items PDF and Job Items Excel.
Generate Reports Using Job Items in PDF Format
By selecting Job Items PDF you can generate your report in two ways:
✨Combined PDF: A single PDF containing all job items in one single report
✨Individual PDFs: A zip folder of individual reports for each specific job item
9. Select how you would like your report output and click Continue.
10. Select how you would like your report ordered: Started At, Item No. or Location No
11. Click Generate and you’ll receive the report in your email.
Generate Reports Using Job Items in Excel Format
By selecting Job Items Excel you can generate your report in an Excel spreadsheet.
12. Click on the Job Items Excel button.
You will see options to customise the data included in your report:
✨ Materials:
The material's Summary will give your report a breakdown of material costs.
The material's Detailed Breakdown will give your report additional information like measurements, quantities and pricing.
✨Photos:
You can choose to Embed images directly into your Excel report or add Hyperlinks for the images into your report.
✨ Pricing:
Select either Hide Prices or Show Prices in your Excel report.
✨ Order By:
Select how you want your report organised: Started At, Item No. or Location No
13. Click Generate and you’ll receive the report in your email.
14. Click Finish or generate another report by clicking Request Another.
Generate Reports Using the Locations Tab
1. Log into your account at Onetrace.cloud
2. Select the Projects tab from the options in the left-hand menu.
3. Select the Project you wish to generate the reports for.
4. Click the Locations tab from the top bar.
5. Select the Locations you want to include in your report or select all.
6. Click the Export Report button on the right-hand side.
7. Choose the format of your report from Locations PDF and Locations Excel.
8. You’ll receive the report in your email.
Generate Reports With Marked-up Drawings Using the Site Tab
1. Log into your account at Onetrace.cloud
2. Select the Projects tab from the options in the left-hand menu.
3. Select the Project you wish to generate the reports for.
4. Click the Site Tab from the top bar.
5. On your left-hand side, you will see a list of blocks with drop-down menus.
6. Select the Level you want to include in your report.
7. Click on the Drawing you want to include in your report.
🚨 You can only select one level at a time to generate a marked-up drawing report.
🚨 Once you have clicked a Marked-up Drawing, you can select which Location Pins to include in your report. Hold down the Shift Key on your keyboard and select all the Location Pins you wish to include in your report.
8. Click the Export Report button.
9. Select Marked-up Drawing as your chosen format.
10. You’ll receive the report in your email.
By following these steps you will be able to generate your reports within your Onetrace account.
Need more help? Get support from our Onetrace knowledge hub or feel free to message us via live chat; we will be happy to help!