Generate an Observation Report for a Project

You can generate a report for selected observations against a project. You choose the report type and format, and which field to sort the results by.

To generate an observation report for a project:

  1. Navigate to the project.
    You can search for projects using the Search Projects link in the Activity Zone. Projects that you are linked to also appear on the History tab on your contact record, and in the Projects dashpart in the Personal Zone.
  2. Click the Observations tab.
    If the Observations tab is not visible on the header band, click more to display additional menu items.
  3. Click Search.
    If many results are returned, you can apply one or more filters, such as allocated contact, status, observation type, and so on.
  4. Select the check box of each observation that you want to include in the report.
  5. Click Create Report.
  6. On the Create Report dialog box, use the Report Type list to select one of the following report types:
    Report Type Description
    Multi-pin Report Combined report that provides information on observations for numbered pins on consolidated location images.
    Full Detail Report Detailed report that provides all information for individual observations.
    Summary Report Overview report that provides a summary of all observations.
  7. From the Report Format list, select the format of the report.
  8. From the Sort By list, select the field that you want to sort the report data by.
  9. Click Run Report.