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SiteOwl Projects provides a number of downloadable reports that greatly enhance your ability to assess and share Project scope and status at any stage. Reports are accessible from either the Project Card or from the Plan view. This page outlines the highlights of each report with links to more detailed information on each report.
Looking for reports on SiteOwl Live? Click on Overview of All Reports for SiteOwl Live.
Project Reports: Overview
Project Overview Report
This report provides a flexible overview of Design and Installation Projects that can be configured to include details and overall status.
Intended Users:
- Sales
- Designers/Estimators/Engineers
Common Use Cases:
- Share the details of a proposed Project
- Share the details of a finalized Design
- Share the progress of an ongoing Installation
- Share the final state of a Project
Want to learn more? Click on Project Overview Report
Project Progress Report
This report provides a high-level, graphical overview of a Project's completion status including configurable filter options and detailed drill-down to Project Devices.
Intended Users:
- Project Managers
- Lead Technicians
- End User Administration / Security Teams
Common Use Case:
- Evaluate Project completion as a whole and by System Type.
Want to learn more? Click on Progress Report for Installation Projects
Multi-Plan Report
Multiple plan detailed report with numbered pins and pin information for each selected plan.
Intended Users:
- Sales
- Designers/Estimators/Engineers
- Project Managers
Common Use Case:
- Share the details of multiple plans in the same Project, including a pin list.
Want to learn more? Click on Multi-Plan Report
Numbered Plan Report
Single plan detailed report with numbered pins and pin information.
Intended Users:
- Sales
- Designers/Estimators/Engineers
Common Use Case:
- Share a single plan including a detailed pin list
Want to learn more? Click on Numbered Plan Report
Icon Plan Report
Single plan summary report with pin labels that can contain Device/Task Name, Abbreviated Name, and Part Number. This report does not include detailed pin information.
Intended Users:
Intended Users:
- Sales
- Designers/Estimators/Engineers
- Project Managers
Common Use Case:
- Share a single plan without a detailed pin list
Want to learn more? Click on Icon Plan Report for Projects
Recent Activity Report/Email
Installation report/email that includes notable activity over the last 24 hours.
Intended Users:
Intended Users:
- Designers
- Project Managers
Common Use Cases:
- Evaluate recent Installation Project activity
- Review Project work performed by specific Technicians
Want to learn more? Click on Recent Activity Report/Email for Projects
Connections Report
Connection detail report that provides information on the devices connected to each hub device in a Project.
Intended Users:
- Designers/Estimators/Engineers
- Project Managers
- Lead Technicians
Common Use Case:
- Review and document all of a Project's connections
Want to learn more? Click on Connections Report for Projects
Device Photo Export
Export of Project Photos.
Intended Users:
- Project Managers
Common Use Cases:
- Offline photo review
-
Photo reuse in other applications
Want to learn more? Click on Device Photo Export for Projects
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