Generating a Report on Your Mobile Device
From the Points overview page
1. To generate a report of your points on your mobile phone or tablet, tap on the points section.
2. When you are in the points section, press and hold a point for about two seconds until the point is highlighted purple, and a purple checkmark appears. Once the point is highlighted, you can tap on the checkmarks next to any point you wish to include in your report:
Note: You can also select all points from the list by tapping on the checkmark in top-left corner:
3. After you are done selecting the points, you can proceed by tapping on the printer icon to start generating the report.
4. A new window pops-up where you can review the report template that is selected, or you can change the report template by tapping on the current Templat name. Below the template you can also modify the report title if necessary:
5. As shown in the screenshot above, you can tap on the grey box to load a preview of the report, which you can review before choosing to generate and send it. Once you are ready, tap on the purple "Generate report" button.
6. Another window appears where you can choose to either:
Generate the report and save the report into the documents section of the application.
Generate the report and attach the report as PDF file format to an e-mail. This option will bring you to the email edit window (B).
(B)
From the Document viewer
When you are in the document viewer, press and hold a point for about two seconds until it is highlighted in purple and a purple checkmark appears.
Once selection mode is active, tap the checkmarks next to any additional points you want to include in your report.
After selecting all the required points, tap the printer icon to start generating the report.
Follow steps 4 to 6 above to complete the report generation.
Got a problem? Contact our support here or ask your questions online directly on the app.