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GoReport How To

Web Portal 2.0

Web Portal 2.0: Create, Edit, Publish and Download a Report

Navigating the Report Editor

Publish a Report

Download a Report

Create a Report

Select Create Report.

A side panel will appear on the right side of the screen, allowing you to enter the report details.
Select a Data Capture from the dropdown menu.

Note: Fields marked with an * are mandatory.

Enter the Name of the Report.

Note: A Reference is a useful way of organising reports.

The inspection date defaults to the date the report is created. If you need to change the inspection date select the calendar icon.

Due Date can be used to manage internal deadlines.

Note: The Due Date does NOT appear on the published report.

If you are an Admin user, you will have the option of using the drop-down list to select an Author.

Note: The Author field is automatically selected for standard users and cannot be changed.

Using the drop-down list, choose a Status.

Note: The Status of a report can be changed at any time.

Draft	A report that has been created on the web portal is automatically given the status of Draft. Reports with this status will appear in the 'Active' reports list.
Uploaded	A report that has been created on the app and uploaded to the web portal is automatically given the status of Uploaded. Reports with this status will appear in the 'Active' reports list.
Completed	A report that has been completed and the status has been changed manually by the user. Reports with this status will not appear in the 'Active' reports list.
Archived	A report that has been archived and the status has been changed manually by the user. Reports with this status will not appear in the 'Active' reports list.

You have the option to add Notes to the report details.

Note: The Notes field is for internal use only and will appear ONLY on the reports list. This information will not appear on the final report.

Select Create to create a new report and view it on the reports list. Alternatively, select Create and Edit to create a report and open the report editor.

Edit a Report

There are two parts of the report, the body and the notes.
The body refers to the data that will appear on the final published report and the notes can be included / excluded from the published report.

Throughout the report templates you will see different types of input fields.

Text field

Numeric field

Date field

Switch field

Picklist field

Fields with Ratings

When you click into a field you will have the option of using rich text formatting.

Rich Text Formatting

Note: If the rich text formatting options are not visible, this feature might not be enabled on your account. To enable this feature contact helpdesk@goreport.com.

Highlight the text and choose an option from the formatting list to apply it.

Each field in the report has a Notes section where you can record your own notes and information for internal use.

Note: This information is NOT published on the report by default.

Adding a Response

Responses can be added to the field using the icon below. Responses are pre-defined phrases that have been uploaded into the template.

Click the Add Response button.

Click the + button to select a response.

Select Add Response to add the selected responses to the report.

More information on managing your phrases can be found here.

Adding a Photo

A photo can be added to any section that has an image icon.

Select the image icon to Add a Photograph (as shown below).

Drag and drop or browse your files to select a photograph.

Select the photo(s) from your files and click Open.

Tip: You can upload up to 10 photos at a time, with each photo having a maximum size of 10MB. 'Multi-select' photos by holding the CTRL key on your keyboard and clicking on each photo

Note: Multiple photos can take longer to upload depending on the file size.

When the photos have finished uploading, select Close.

Editing a Photo

Select an image to view the options.
Select Edit.

In the photo editor you can crop, annotate, redact, rotate, and resize the photo.

When you have finished editing the photo, select Done to save the changes and close the photo editor.

Editing a Table

Some templates contain tables in the body of the report. Select Edit table to open the table into full screen mode.

Note: Tables must be opened into full screen mode to be edited.

Select Add Row to add a new row of data.

The side bar will appear allowing you to enter data for each field.

Enter your data within each field or use Select Options and choose an option to add to the field.

Note: The data entered into each field will be added to the table in real time.

Select Close to close the sidebar.

Navigating the Report Editor

Use the Navigation button to quickly go to another area of the report.

Select the three vertical dots icon to change the editor view, image size and to expand/collapse sections within the report.

Using Image display size you can adjust the size of the photos in the report editor. (as shown below)

Note: This has no impact on the size of the images on the output report.

Select Editor layout to change the view of the report editor.

Split View:

Body View:

Notes View:

Select the arrows to expand / collapse a section.

Select the sidebar icon to open the sidebar and display the report details and report actions.

Select the sidebar icon or X to close the side bar.

Publish a Report

Select the Publish icon.

Tip: The publish icon is also at the top of the report.

This will open the report publishing and exporting screen. Depending on your template there will be a number of options to choose from when publishing your report.

Publish and Export Types Explained:

	A standard PDF publish that contains formatting and styling.
	A word document containing the data from the report. This type of word document does not contain any formatting or styling.
	A word document containing the data from the report. This type of word document contains formatting or styling.
	The data from the report exported into a single excel file.
	One excel file that contains data from all reports that were previously selected.
	A PDF file containing all the images for the selected report.
	A zip folder containing all the images in the report.
	A zip folder containing all the audio files for the report.