There are three main types of report that you can produce from your Papertrail account: general, certificate and full account export. We'll run through an overview of them below. 

To see detailed instructions on how to produce each of the following, click on the related links at the base of the page.

General export

General exports are used to produce an overview of record or inspection information. You can choose which record fields you want to include in the report and select a single, multiple or a whole folder full of records. The report can be generated in either a pdf or csv format.

You can choose whether to open the document or spreadsheet and then save it, or download it directly to your computer.

If you have added your company logo to your Papertrail account, the pdf reports will include this in the top left corner.

Certificate export

There are two globally available templates:

We also offer custom certificate templates for our Business and Corporate subscriptions. If you are interested in a bespoke solution, contact us to discuss your requirements and pricing.

Unlike general exports, certificates are saved against the history of each record included in that certificate. This means you can click into a record and view or download the certificate pdf at any time - useful when you're asked to demonstrate compliance whilst out on a job.

Full account export

Full account exports include all the data on your account (with upload files optional) and will be saved as a csv format. 

The csv will be generated as a ZIP file, with different sheets for records, logs (inspections), uploads and tasks.

N.B. producing reports is only currently available on our web app, although you can download existing certificates from your mobile app.

See related articles:

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 support@papertrail.io

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