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The work results can be exported as event reports in PDF or CSV format and sent by e-mail with just a few clicks.
Any kind of work results can be exported directly with just a few mouse clicks. For example, it is possible to output event reports including image as PDF or control point scans in CSV format. To export, simply proceed as follows:
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Log in to the portal and click on Work results on the left in the main menu.
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Open the desired entry (e.g. Control point scans).
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Now select the entries you want to export.
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Here it is advisable to use the filter function.
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When you select a customer, all objects of the customer including checkpoint scans are listed in the exported report.
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If you select only one area, only the control point scans of the area (or from this object) will be listed in the report.
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However, you can select only one or more control points for an object, the unselected ones will not be included in the report (e.g. control points for time recording).
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Now click again (in our example Master data) on the filter field and the popup closes again.
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Now you can see the word Date above the list on the left side
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Click to the left of the word Date in the small gray box and all entries of this page will be selected.
If you want to export more records than are displayed, click also on the left of Date in the gray box, all entries of this page will be selected and in addition to the right of the Export - button still the existing amount of records is displayed. If you click on it, all records will be exported across pages without having to select the pages.
Please note that this type of export only works if you use the filter function!
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Directly above the list you will now see a blue line with the number of selected records (left) and an Export button – please click on it
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A selection of export options opens, which we explain briefly below
If you select Export and then Send Email – CSV or PDF you will get a popup window.
There you have the possibility to customize the columns which should be included in the document. For example, you can hide employees and/or device in the report.
To do this, click once on the desired row to select it and then on the 2nd arrow from the top in the middle of the columns (shown in the image as Remove selection)
If you have clicked the arrow symbol, the selected entries are moved to the left into the inactive column and are no longer displayed in the report.
After clicking on Export the file will be exported and the employee as well as the device from our example will now no longer be shown in the exported file.
Click on the green arrow on the left at "Inactive columns", which points to the right, the respective entry will be moved to the right again to the active columns and thus will be displayed again in the exported document.
Example customized exported PDF:
Export as PDF
As the name suggests, a PDF file is generated here from the list data. This is quite a common and simple format with good readability. It can be opened by practically anyone and is suitable for sending by email, but also for archiving.
CSV
CSV stands for Comma Separated Values, which is a list of values separated by commas. This format is sometimes a bit hard to read for the human eye, but can be used well in a spreadsheet program such as Excel.
Send email
This command also creates a PDF file, which is then sent directly by e-mail from COREDINATE. An input field for the recipient's e-mail address opens afterwards and the file is sent immediately.