In this article, we will explain how to create, customise and send a report to the project participants using the LB Aproplan Web Application.
Step-by-Step Guide for Generating Reports
1. Access your project and click on the Lists section in the navigation menu on the left-side of the Aproplan interface. Select the list you’d like to generate the report for:
2. While in your list, you can either choose to generate a report for all the points in the list by directly clicking on the the printer icon to generate the report (A):
3. You can also generate a report for specific points you want by selecting them (B), and then clicking the printer icon (C):
Configuring Your Report
4. After clicking on the printer icon, the Generate report window opens which is divided into five different categories, offering different customisation options for your reports:
You can give a title to your report (1).
You can choose whether you wish to display all the points or only the points you have selected (2).
You can choose the language of the report. The LB Aproplan functions will then be translated (3).
You can also select the option "Generate one report per user in charge" (4).
You can find and use the existing report templates you created, or use the default templates provided by Aproplan by simply clicking on the template and then click on the green "create" button (5).
You can also can create a new report template by clicking on the plus "+" button on the top right-side of the templates list (5).
Note: A report template can only be created when your preferred print options have been selected. You can then give the template a name to find it quickly when you need to generate future reports.
5. When hovering over a template, two options appear:
A) Preview report template
B) Edit report template
Sorting Options
6. When either choosing to edit an existing report template, or creating a new report template, it will open the same Edit report window where you can choose how you wish to group your points in your report. You can sort them by:
Number
Status
Category
Room
User in charge
Due date
Document
Important
Date
List
7. Moreover, you can choose to sort your points in ascending or descending by clicking on the white part next to the sorting button:
Display Options
8. When creating your report, you can choose between various layout options to save and print your personalised report:
Display list of points: You can display the list of points by selecting the checkbox, and choose to display the list of points without plans or pictures, with plans and location, with plans and pictures or only with plans from the drop-down menu on the right side.
You can also choose to display the subject in one line to save some space by clicking on the second checkbox below.
The different columns in the list of points: After clicking on the Display list of points checkbox, you can choose which columns you want to see in your report by clicking on them.
You can choose to display the following columns: point's number, subject, status, category, room, user in charge, due date, date of creation, author, attachments (this will tell you whether or not there are attachments), important, and the name of the list in which the point(s) can be found.
You can also choose the order in which you wish to display the columns by for example dragging and dropping the the horizontal bars as shown on the screenshot above. To do this, click on the columns checkmarks first to activate them (the checkbox becomes green) and you will then be able to move them up or down to your preference.
Note: The checkboxes next to Number and Subject in the screenshot above are grey because these are automatically displayed on all reports.
Report Settings Example: Below is an example of report settings displayed in a points report:
Points Detail Options
9. After configuring the columns order (step 8), scroll further down. Here is an overview of more report settings you can include by selecting the checkbox, or deselecting by leaving the checkbox blank:
Plans with point numbers.
Preview of plans with drawings (drawings are annotations you make on a plan; please note that a pin used to locate a point on a plan is also considered a drawing.
Display point details (only with pictures, with plans and pictures, with plans and locations, without plans nor pictures): you can choose to display the pictures in A5 format and/or to print one point per page and/or display the creation date.
Include archived points.
Join Excel file: by ticking this option, an Excel file containing all the points or only the selected points - according to what you chose - will be added to the LB Aproplan report. You can also click on Download on the right to save the Excel file of the points in your computer's downloads folder. The pictures and documents attached to the points are not included in this file.
Join original plan(s) (PDF format).
You can choose to hide the pictures date and time.
Display author information: you can choose between name, role and company.
Report Settings Example: View the example below of the point details in a report:
Cover Page & Additional information
10. After you are done configuring the point settings from step 9, scroll further down where you can:
You can add a cover page, which you can upload from your desktop by clicking the upload button on the right side.
You can also insert additional information in the report by clicking on the checkbox, and then fill in the information in the text field.
Logo Settings
11. After configuring the settings from step 3, scroll down to the bottom to the logo settings. You can add up to three logos to your report.
By clicking on the drop-down menu in the logo section, fout options appear:
No logo: If you don't want a logo to be displayed, select "No logo" from the drop-down menu.
User's logo: the logo you added in the settings of your account.
Project's logo: the logo which has been set up in the project's settings and which is displayed as the project's thumbnail in the list of projects.
Custom logo: you can upload a logo directly from your desktop.
Once you have selected your logo(s), you can also decide where you want it/them to appear: on the top left corner, in the middle, at the top or in the top right corner. The selection in the example above will make the logo appear in the top-right corner.
You can also choose to display your logo(s) on each page by clicking on the checkbox "Display on each page".
12. After you are finished configuring your report settings, you can see what your report will look like by clicking on the “Preview” button in the bottom-left corner. Once you are ready, you can save your report and send it by email to other participants by clicking on the green "save" button in the bottom-right corner:
Note: If you are editing an existing report template, proceed to step 14.
13. After clicking on "Save", another window appears that will ask you to confirm the new template name if you created a new template. Select the checkbox below if you want this template to be added to your company report templates. Click on the "Save" button to save the new report template:
After clicking on "save" again, the Generate report window appears. Scroll down until you find your newly created template in the template list:
Select the template and click on the "Generate" button:
14. A new window appears where you can choose one of three options:
15. If you choose to send your report by email, a new window appears with an auto-generated email template. There, you can modify the recipients of the report, the email subject and the main body of the email. When you are done, you can click the “Send” button and your report will be delivered to all the recipients you have selected:
Encountered a problem? Contact our support here or ask your questions online directly on the app.