How do I use groups in a report?

With groups, you can break a single report into subsections.

For a new report:

1. From the first screen upon opening the app Tap the "+" icon (top-left)
2. You will be directed to the "New Report" screen
3. Fill in the 'Location" and the "Title" fields
4. Switch the "Advanced Features" on.
5. Tap the checkbox marked "Enable Groups"
6. At this point you can tap the "Save" icon (top-left)

For an existing report:

1. Tap on "Report Details"
2. Switch the "Advanced Features" on.
3. Tap the checkbox marked "Enable Groups"
4. At this point you can tap the "Save" icon (top-left)

At this point, you have enabled groups for a report.

Assign images to groups:

1. Take your first image tap "OK" to save
2. You are now on the Item 1/1 page.
3. Insert annotations as required to highlight the issues
4. In the "Group" field type a description for this issue, e.g., Carpenter
5. In the "Comments" field type your description of the issue.
6. Tap the "Camera" icon (or the load from gallery Icon) to continue populating the report.
7. Each time you enter a different description in the "Group" field, Report And Run will display existing descriptions as you type.
8. When you have finished adding items, tap the "Back" button and then you can generate a PDF of your report.

At this point your report is ready to publish:

Figure 1	Figure 2

1. Tap on the "PDF" icon (top-right)
2. On the "Generate PDF Report" page a selection criteria is available called "Standard Report" with a down button (Figure 1)
3. You can now choose to generate the standard report (no subsections) or tap the "Grouped Report" radio button (Figure 2)
4. Tap the "Grouped Report" Radio button. All of the sub-groupings are selected.
5. Tap "OK"
6. Choose the report template and tap it.
7. Tap "View" and you will see the images organized into those groups.

 Pro-Tip:

• The app will remember all of the group selections that you have chosen, and when you type the first letter of a group, it will hint which selection you may wish to choose.
• If you have a regular schedule of items to document, then use a numeric key to indicate types, e.g., 1.0 Site work, 1.1 Foundation, 1.2 Excavation, etc... This will assist you to remember a sequence in the creation of the report.
• For general issues use a keyword like "Issue Carpentry Doors" and then you can use the word issue over and over again, e.g., "Issue Carpentry Frame", "Issue Carpentry Roof", "Issue Plumbing Drains".
• Generating a sub-report by issue is straightforward. Check off all the grouped items called "issue...". In this way, you can group all of the images with having to manually sequence them.
• You can also generate a report for a single group.