Printing a list of record details is useful as an inventory checklist, stock management task, to evidence inspections or to prove compliance.
Step by Step
To print the data from a single record, click into the record to open the record details window, then click on Actions in the top left corner. Chose Print/Export from the options.
To print the data from multiple records, navigate to the folder or records that you want to print. Select the records you want to print and then click on the dropdown arrow next to Add X inspections, or click on the dropdown arrow next to the folder name at the top of the page if you want to include every record in a folder.
Again, chose Print/Export.
This will open a new window where you can chose whether to produce your report as a pdf or csv file and whether to open it or download it directly. You can also chose from the advanced options whether to include archived records or not.
Click Open or Download to complete.
A pdf report for a single record will show a detailed breakdown of all the record field data (regardless of what column headings are shown in your folder view) including thumbnails of all the uploads and images, and will also show all the past inspection logs for that record.
A pdf report for multiple records will show the details of the records based on which column headings you have set in your folder view, i.e. if it isn't displayed in your folder view it won't be displayed on the report.
Be sure to have the State column heading and Last Inspection Comments and Last Inspection Uploads headings ticked if you want the latest inspection details to show on your multiple record report.
A csv report will include all the information on the records you have selected. The export will generate four reports - logs, notes, tasks and records. The example below shows a csv records file in Google Sheets.
See related articles:
- How to change the default view of what record information you see
- How to edit a record
- How to Sort Records Alphabetically and Numerically
Still can't find the answer you need? We'd love to help!
Contact our Customer Support Team via the chat button in the lower right corner of the screen, on +44 (0)1248 791270 or at email@example.com.