Creating and Downloading Reports in iOS
Updated
by
Heather Jones
To create a report in Xactimate mobile, open the project and navigate to Documents > Reports. Complete the following:
- Select the plus button in the upper-right.
- In the New Report screen that opens, select the Reports dropdown menu.
- Select the report you want from the list that appears. This automatically creates the report and returns you to the New Report screen.
- If the Languages row shows the wrong language, select it to open the menu and choose the correct one.
- Select Create in the upper-right corner. This closes the list and returns you to the main Reports screen, which now includes the report you just created.
Once you create the report, you can select the report to open it. You can review the report here or then select the Share button in the top right to markup, print, or email it; save it to your device files; or complete any of the other configurable options.
You can also drag and drop the report to another open application if you use iOS Split View. To do so, open the Reports page, touch and hold the report you want to copy, and drag it into the app where you want it copied.