How to Generate a Report
A step-by-step guide to generating reports in Phygii.
About the Report Builder
Phygii includes a step-by-step Report Builder that lets you create formatted reports from completed inspection data. Reports are useful for sharing results with stakeholders, maintaining records, or reviewing field work across multiple projects.
Opening the Report Builder
Click Reports in the left sidebar under the Inform section. This opens the Report Builder.
You can also start a report directly from an Assignment Response detail page by clicking the Generate Report button. This pre-fills the scope with that specific assignment and project.
The Five Steps
- Pick a Report Format — Choose the type of report you want to generate. Different formats are suited to different types of inspection data.
- Select Report Scope — Choose which assignment and which projects to include in the report. You must select at least one assignment and one project before the remaining steps unlock.
- Customize Report — Select which fields and data points to include in the report and adjust any layout options.
- Filter Assignment — Narrow down the data included in the report by applying filters. This is useful if you want to focus on specific areas, task types, or completion statuses.
- Name the File — Enter a file name for the report you are about to download.
Generating and Downloading
Once all five steps are complete, click the Generate Report button at the bottom of the page. Your report will be created and downloaded to your device.