From the course: PlanGrid: Managing Construction Activities

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Create a custom report

Create a custom report - PlanGrid Tutorial

From the course: PlanGrid: Managing Construction Activities

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Create a custom report

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- [Instructor] Ultimately, to make this Field Reports feature really useful, you're probably going to have to create your own custom Field Report templates. So, remember, to create a new report from an existing template, that's this button here, called New Report. To add a new template, and create a new template, that's this menu button here. I'm going to click that. It tells us we can Create a new template. We can also create new folders to store those templates. So I could have a folder for templates that my superintendents use, a folder for templates that my subcontractors use, and so on. But, let's go ahead and click here to Create a new template. Now, I've got two options. We're going to come back to this Daily Report option in the next video. Right now, I want to look at Custom Reports. And this allows us to upload your own editable PDF. So, we'll click Next, and notice that I don't have the option to create a form from a document that's already uploaded into PlanGrid, it has to…

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