Using Work Package Summary Reports

Using Work Package Summary Reports

Overview


Any images displayed are representative only and may differ depending on the version being used.

Work Package Summary Reports are intended to produce a report for a collection of inspections in a Work Package. 


You could use these reports to meet compliance reporting needs, e.g. to council who want a single PDF, or to undertake a quality check - you can rapidly scan all the inspections and confirm (say) that the pictures are present, and the floorplan etc.


The reports available will vary depending on your system. Examples are:

  • Install Summary

  • Install Photo Gallery

  • Install Register - simple table

  • Install Register - simple table with photos

  • All Installs Reworked (requires New / Fixed question)

  • Record of Health and Safety requirements


To view the reports available. Click on the Summary Reports tab and then the Available Reports... button.


The Blue ‘Open full report in Tab’ button will process the report, downloading it directly to PDF. The summary report PDF will be automatically added to your Downloads folder. Once you open the PDF, a list of referenced items will be bookmarked for easier navigation. This is especially useful for large reports. 



Note: If the report is a simple table with no images you can copy and paste it into MS Word, or Excel.



The blue downwards arrow to the right of ‘Open full report in Tab’ button gives you the option to add additional texts to the beginning of your document, along with a report author. These additional texts include:

  • Report Title

  • Executive Summary

  • Scope of Works

  • Report Notes

  • Exclusions and Limitations

  • Report By



You can use any, all, or none of these additional texts. 


If you choose to add a custom report title, this will be used on the front cover in place of the default report title. If you do not add a report title in, the default will be used. 



Filtering Summary Reports

You are able to filter Summary Reports to get a more specific view of a project, for example by trade, by floor, by install type, compliance etc. 


You may also want to filter to reduce the size of the report you are producing. 


If you are working on a very large project you will need to be mindful of the size of the report being produced. If a Work Package has upwards of 2000 records, or 15,000 photos, then you will need to use filters to reduce the size of the report being produced. 


 For more information about using filters, please read Using Inspection Filters on the Hub



Examples of Available Reports

Install Summary


Install Register - simple table with Photos


Example of cover page and additional texts




Note: When printing your Summary Report from the downloaded PDF, you don’t need to alter any print settings - this is all done for you! 



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