You can create and export a site report and/or save it as a template.
- The coordinator drop-down changes the name on the report.
- Output type lets you choose between PDF, ODT (open doc text format), and DOCX (MS Word format).
- Template lets you select between the SoundBase default templates. You can create your own template but that it currently outside the scope of this help document.
- Manage report content lets you choose what to include in the report.
- View PDF before saving will open a PDF in another browser window rather than automatically downloading to your computer. This allows you to print without cluttering your downloads folder more easily.
To create a new report:
- In the site bar of the Project management area, click the
button. -
Click on Document Site Report.
A new form opens.
- From the drop-down menus, select your preferred options and choose the content you want to include in your report.
- Click on Create Report.
A new site report has been created.