SiteMax Systems

Home &gt; Select a Project &gt; Punch List &gt; Generate Report

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Always remember to ensure the correct people have the appropriate permissions to access your company and project materials. This can be done per individual or by applying <a href="https://help.sitemax.cloud/en/articles/8235087-permissions-template">Permission Templates</a>.

In order to generate Punch List reports, users will need View permissions for Punch List

Now you can generate and send Punch List reports directly from the mobile app.

Easily customize your report on the go by choosing the Punch Items you want to include, and by adding header details, a cover page, sign-off and more.

To generate a Punch List report, open the Punch List module in your selected project ​

Click on the 3 dots at the top of your Punch List module to bring up the Actions available.

1. Select the Punch Items you want to include in your report, and click "Confirm" ​

Customize your report to your specifications, selecting what information you'd like to include, and what you want to include. ​

1. To generate a Punch List report, open the Punch List module in your selected project ​
 
 
2. Click on the 3 dots at the top of your Punch List module to bring up the Actions available.
 1. Select the Punch Items you want to include in your report, and click "Confirm" ​
 
 
3. Customize your report to your specifications, selecting what information you'd like to include, and what you want to include. ​
 
 ​

Once generated, you can open and view your report. You can also Sign-off on your PDF Punch List Reports using the Sign-off feature.

In your Punch List module, click on the 3 dots at the top right of your screen, and select "View Reports"

1. In your Reports screen, select "View this Report"

Your PDF report screen will appear and you can view your report, and, if you have selected Sign Off when generating your report, you can sign off on the report.

1. Click on "Add Sign-Off"
2. Sign your name in the space provided and click "Save"

1. In your Punch List module, click on the 3 dots at the top right of your screen, and select "View Reports"
 1. In your Reports screen, select "View this Report" 
 
 
2. Your PDF report screen will appear and you can view your report, and, if you have selected Sign Off when generating your report, you can sign off on the report.
 1. Click on "Add Sign-Off"
 2. Sign your name in the space provided and click "Save"

Sending reports is easy, simply click Send Email and immediately send to the recipient.

Permissions