SiteRecon Help Center

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- SiteRecon Help Center
  Introduction to Plato
  How can Plato be used in your organization?
  What's new on Plato?
  What are property views?
  How do you create views?
  Introduction to SiteRecon
  How does SiteRecon work?
  Measurement feature types on SiteRecon
  Sign up and begin your free trial
  Invite users
  Workspace roles
  Organizational code
  My Properties dashboard
  Data correction feedback in the "awaiting approval" stage
  Interacting with the map data
  Placing an order for a single property
  Instant Parking Lot
  Uploading bulk properties
  DIY measurements
  FAQs on order measurement property
  Editing tools
  Creating "Views" in a property
  Add a new feature layer
  Create a custom feature layer
  Selecting tools
  Basics of the editing tools
  Create snapshots
  Create notes
  Move or edit notes
  Leaving comments
  Duplicating the notes to another view
  Notes panel
  Presentation mode
  How to share a property
  How do we change the property level sharing setting?
  How to change a user’s permission for a property?
  Export excel
  Share map links
  Pipedrive CRM
  BOSS Integration
  ServiceMinder Integration
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  How do you invite someone to the workspace?
  What are the different roles in the workspace?
  Set a feature as default orderable
  Set default layer setting
  Install Plato App
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  Invite/Manage your team in your workspace
  Search or filter existing properties on the dashboard
  Create New Property
  Open your property map
  View takeoffs mapped by SiteRecon
  Rename your property address
  Nearby properties from your current location (dashboard)
  Notes on Plato
  New and simplified flow of note creation on Plato
  Using the notes filter
  Identify different types of notes with tags colors
  How to create a note?
  How to update a note?
  How to delete a note?
  Add feedback on the property
  Assign a note
  Resolving a note
  Comment and mention on notes
  Export your site audit report from notes
  Sharing notes
- How to update your billing admin?
- How to sync a property
- Downloading a Property

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Export your site audit report from notes

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Export your site audit report from notes

You can export notes of properties up to 150 acres to your mobile in a PDF or excel format. And you can share it with your client(s) or any of your team members directly from the app using simple forwards.

This automated report (available in pdf and excel formats) will serve as a job-requirement doc or enhancement proposals from your site visits. You can also share the report with your client or any other stakeholder that they can use to audit the job done.

You can export your site audit report by following the below steps:

Open your property map⁠

on the dashboard

2. Click on the Export icon in the upper right corner of the notes panel

⁠

3. You will be then redirected to all notes taken on that property. Either select all the notes by checking the Select all notes tick box in the upper left corner or tap on the notes(s) that you want to export

4. Choose the export format – PDF/Excel/Both and click on the Export button

5. Enter the name you wish to give your export report, then Confirm the request.

⁠

The export reports will be emailed to your registered email address and phone number, and Plato will notify you as soon as the email is sent.

Sample report in PDF format:

⁠

Sample_Report_.pdf

1.7 MB

⁠

Want to print your doc?
This is not the way.

Try clicking the ··· in the right corner or using a keyboard shortcut (

CtrlP

) instead.