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:
-
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.
-
Click the Observations tab.
If the Observations tab is not visible on the header band, click
more to display additional menu items.
-
Click
Search.
If many results are returned, you can apply one or more filters, such as allocated contact, status, observation type, and so on.
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Select the check box of each observation that you want to include in the report.
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Click
Create Report.
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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.
|
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From the
Report Format list, select the format of the report.
-
From the
Sort By list, select the field that you want to sort the report data by.
-
Click
Run Report.