BETA: Finalize a Field Report

Finalizing a field report locks it and generates a PDF report from its content.

Finalizing is the last step of the field report workflow, after observations have been added and the field report has been reviewed. For the full sequence, see Field Reports Overview.

Finalizing can’t be undone. Once a field report is finalized, it and its observations are read-only. Before finalizing, check that the field report and its observations are complete.

Step 1 (Optional): Select the Photos to Include in the PDF Report

By default, every photo in every observation is included in the PDF report. Each photo can be excluded individually, which keeps the PDF report focused when several photos show the same thing. For example, if an observation has 20 photos and five of them show the same crack, you can keep two of those five in the PDF report.

To exclude a photo from the PDF report:

1. In the field reports list, tap the field report.
2. On the Observations tab, tap the observation.
3. Swipe through the observation’s photos and clear Include in PDF report for each photo you don’t want to include.
4. Scroll down the screen tap Save.

An excluded photo stays in the observation. It’s only left out of the PDF report.

Step 2 (Optional): Reorder the Observations

Observations appear in the PDF report in the same order as on the field report’s Observations tab. They can be reordered before the field report is finalized.

To reorder the observations:

1. In the field reports list, tap the field report.
2. On the Observations tab, press and hold the handle on the left of an observation card.
3. Drag the observation to its new position.

Step 3: Select a Layout for the PDF Report

The PDF report has two layouts. In the two-column layout, text is on the left and photos are on the right. In the stacked layout, text is at the top and photos are below it. A preview shows how the PDF report will look in the selected layout.

To select a layout:

1. In the field reports list, tap the field report.
2. Tap the (…) icon at the top right.
3. Select Finalize report.
4. Select a layout.
5. Review the preview.

Step 4: Confirm the Finalization

To confirm the finalization:

1. After selecting a layout, tap Finalize report.
2. In the confirmation modal that appears, tap Finalize report.

The message “Report has been finalized successfully” appears, and the field report’s status changes to Finalized. PDF report generation starts automatically. A message appears while the PDF report is being generated.

Step 5: Download the PDF Report

The PDF report of a finalized field report can be downloaded to your device.

To download the PDF report:

1. In the field reports list, tap the finalized field report.
2. Tap Download report.

The PDF report is saved to your device. A PDF report can’t be shared with project members directly through Newforma Konekt. Field report and observation attachments can still be downloaded after the field report is finalized.

Related Items

• Field Reports Overview
• Create a Field Report
• Add Observations to a Field Report
• Manage a Field Report
• Roles and Permissions in Field Reports