Reports are the end product of a site walk. You select the issues you've captured, from a single property or across several, 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
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.
Reporting across multiple properties: You don't have to be inside a single property to create a report. On the web app, go to the All Issues page, filter and select the issues you want from as many properties as you like, and choose Create Report. The process is exactly the same from there. A report that spans multiple properties groups issues by property (listed alphabetically), then by category within each property. Creating cross-property reports on mobile is coming later.
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
When you first create a report or open one again, the right panel is where you can customize what's shown:
Images. Show or hide photos, and choose how big they appear: Small, Medium, or Large. Medium is the default. On web that's 6, 4, or 2 photos per row; in the mobile app and on phones it's 3, 2, or 1. The PDF uses the same size, so pick Large for printed crew work orders.
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).
Description, so a crew report shows only the internal detail they need
Team notes, to include internal notes on crew reports or keep them off client versions
Created on date and Issue status
Category, Tags, and Priority
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.
Keeping a report up to date
When you generate a report, it captures your issues exactly as they are at that moment, so a report you've shared won't change if an issue is edited later. If an included issue changes, the report shows a 'Resync' flag at the top and next to each affected issue. To pull in the latest, refresh the whole report from the cover page or sync issue-by-issue. Works on web and mobile.
Viewing all reports
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. Reports that span multiple properties appear here as well, and also show in the Reports tab of each property they include.
Deleting a report
If you created a report by mistake, or you no longer need it, you can delete it on the web app.
From the report list, in the Reports section of the left sidebar or the Reports tab inside a property:
Hover over the report you want to remove.
Click the ••• menu.
Click Delete.
To delete several at once, select the reports using the checkboxes and use Delete in the bulk action bar.
From inside an open report, click Delete in the action bar at the bottom and confirm.
Deleting a report doesn't affect the issues it was built from. Those stay on the property, and you can create a new report from them any time.
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.
Changing the photo size is saved on the report, so everyone who opens the link or downloads the PDF sees the same layout.
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.
If the report button is greyed out, the issues you selected haven't finished uploading yet. See What should I do if my site walk issues didn't save? to get them synced.
If you don't see the Delete option, your role may not have permission. See What can each user role do?
Still need help? Chat with us using the support icon and we'll help you out.