Pro Reports & PDFs
Step-by-Step Guide

📱 Mobile App Guide

1. Navigate to Reports: Tap the "Generate Reports" card on the main dashboard to open the wizard. Scroll through the list of 18 available report types, select a specific template and tap "CONTINUE". (Page 1) Dashboard button for Generate Reports. (Pages 2-3) Selecting from the 18 available report types.
2. Configure Report Filters: Select the target buildings/properties to include in the report. Choose date ranges, filter by status, toggle photo inclusions, and tap "GENERATE REPORT". (Page 1) Selecting report type and target buildings. (Page 2) Choosing date range, status filters, and photo toggles.
3. Export and Share PDF: Review the rendering preview page showing all units, checklists, and aggregated portfolio details. Use the export buttons to copy the markdown report to clipboard, generate a PDF, or download a ZIP of all service photos. (Page 1) The report rendering preview page. (Page 2) The system share menu displaying email, print, and export actions.

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