Overview & background
Generating reports is a seven-step process that ends with receiving a URL in an email from firstname.lastname@example.org. You can click on the Amazon Web Service (AWS) link and your report will automatically download. See Step #6 and Step #7 below for more information.
Tip: Keep in mind that you designate who will receive the report (Step #3). You can send the report to any email address - the recipient does not need to have a Fieldwire account or be invited to your project.
Step 1: Go to Tasks tab > Generate reports
Step 2: Select 'Sort by' and 'Filter by'options to ensure you are including the relevant information in the report.
See this Help Center article to learn more about how to sort and filter reports.
Step 3: Add the recipient emails > Click 'Save'
Tip: The recipient does not need to have a Fieldwire account or be invited to your project.
Step 4: Select Report > Click 'Send'
Step 5: All 'Recipients' will receive an AMS link within your email account > click on the link to download the report.
Step 6: All 'Recipients' will receive an AMS link within your email account > click on the link to download the report.
Step 7: Open the downloaded report on your local device using a PDF viewer or a CSV viewing software - depending on the type of report.
After you create a report, you can also send it to an individual from your mobile device by following the steps in this article.
Related article: If you are having trouble generating reports, please refer to this article to learn more.