Reports are the end product of a site walk. You select the issues you've captured, generate a report, and share it with your crew for follow-up work, or with a customer as a professional deliverable. Reports can be shared as an online link or saved as a PDF.
Creating a report on mobile
Open the property you want to report on.
Select the issues you want to include:
To select a full day's issues, tap or click the checkbox next to the date heading (on mobile, tap and hold the date bar).
To remove specific issues from the selection, just tap or click them individually to deselect.
You can also pick issues one by one. On mobile, tap and hold an issue to enter select mode, then tap each one. On web, click the checkbox on each issue.
With your issues selected, tap the report button (the + icon on a piece of paper) in the action bar at the bottom.
Enter a report name (e.g., "April Site Walk").
Tap the checkmark in the bottom right to generate the report.
Your report will include a map showing where each issue is located on the property, a table of contents, and all issue details with photos.
Filtering issues before creating a report
If you only want certain issues in your report, use the Filter button to narrow down your list before selecting. Some useful filters for reports:
Category. Filter to a specific division (e.g., "Maintenance," "Irrigation").
Tags. Filter by one or more tags.
Completion status. Show only open issues or only closed issues.
This is useful when you want a focused report. For example, filtering by category to show only irrigation issues, or by tag to pull just the items you want to share with a specific audience.
Report options
Tap Options in the bottom right of the report view to customize what's shown:
Hide Price. Toggle this off if you don't want pricing to show (useful for crew-facing reports, or customer reports where you want to present pricing separately).
Sharing a report
Once your report is generated, you have several sharing options.
On mobile:
Copy link. Copies the report URL to your clipboard so you can paste it into an email, Slack, or anywhere else.
Share. Opens your phone's native sharing menu, where you can send it via text message, email, AirDrop, or any app on your device.
On web:
Share. Opens the report in a new browser tab with a shareable link. From there you can Copy link or Download PDF.
Download. Downloads the report as a PDF directly.
Anyone you share the link with can view the report in their browser and download it as a PDF. They don't need a SiteDNA account.
Viewing all reports (web app)
On the web app, you can see all reports across all properties in one consolidated view:
Go to the Reports section in the left sidebar.
Browse reports from all properties in one place, without needing to click into each property individually.
You can also view reports for a specific property by going to that property and switching to the Reports tab.
Good to know
Reports include your company name and logo as set up in your account settings. Make sure those are configured before sharing reports with customers.
The report map and table of contents are generated automatically, so you don't need to build them manually.
You can create as many reports as you need from the same set of issues.
Issue pins on the report map are based on your phone's GPS when the photo was taken. If the pins are clustered in one spot instead of spread across the property, location services may be turned off on your phone or for the SiteDNA app. Check your phone's settings to make sure location access is enabled.
Still need help? Chat with us using the support icon and we'll help you out.