Service Reports

Last updated 2026-03-03

Service Reports

The Service Reports feature provides a detailed summary of completed work, enabling users to view and share their results easily. This guide will help you navigate and make the most of this feature.

Creating Inspection Reports

1. From the left navigation panel, click Service History.
2. The Service History page will display all inspections in your organization.

[!NOTE]
Note:

All work completed in your buildings will appear here.

1. Use the filters to refine the list. You can filter inspections by:

• Date
• Building
• Job Number

Or combine multiple options for more precise filtering

1. After setting your filter, the Report button will activate, click it.
2. A detailed report page will open, showing all available information, including any attached photos.

Obtaining the Report

There are three ways to obtain the report: Email, Save, or Print.

A: Emailing the Report

• Click the letter icon.
• A slide-out form will open, allowing you to:
• Add recipient(s), including CC and BCC.
• Edit the subject line (a system-generated subject is provided, but you can edit it).
• Add an optional message.
• Once a recipient is added, the Send button will activate.

A confirmation message will appear when the report has been successfully sent.

[!NOTE]
Note:

*Sent reports are automatically saved under Documents in the "**Sent Documents**" folder.*

B: Saving the Report

• Click the save icon to save a copy of the report.
• The document will be stored in the Documents > Reports folder for future access.

C: Printing the Report

• Click the print icon to open your browser’s print dialog.
• Use your computer’s printing options to complete the process.

[!NOTE]
Note:

A maximum of 1,000 inspections can be included in a single report.

Accessing and Generating Shared Inspection Reports

Portal sites can create reports on data that is shared with them.

The Service History page will display a list of inspections shared with you by other organizations.

[!NOTE]
Note:

Some fields may not be visible when viewing shared data. The organization that created the inspection controls the level of access, which may include only basic information or full details.

For example, questions, photos, technician names, and geolocation may not always be available.

Follow the above steps to obtain reports.