Construction Viz PDF Report Wizard 2.0
Printing off a construction form such as an RFI and easily including all of the attachments is a great feature of any construction management system. With the latest update to Construction Viz, find out how we take our PDF Report Wizard feature a step further.
Construction Viz includes a PDF Report Wizard feature where users can generate a PDF binder from a form while providing the ability to add its attachments. The easy-to-follow wizard walks the user through selecting which attachments to include, the order in which they print, and providing a name for the generated PDF binder. Construction Viz automatically converts the form and any Microsoft Office attachments and images to PDF and then merges them into a PDF binder upon execution.
The Construction Viz PDF Report Wizard feature is excellent for printing one or more forms and then emailing them off to a contractor or archiving project documents.
What’s New in Construction Viz PDF Report Wizard 2.0
In our latest update, we added a new report builder to the settings so you can create custom form reports and set default reports for your instance of Construction Viz. The new form report setting includes the ability to:
- Create one or more reports for each form app and profile with a custom name.
- Select which form components to include in a report.
- Select whether to print components that contain no data.
- Set a report as the default so it is automatically selected when you click print.
While Construction Viz utilizes reporting via Power BI for the heavy lifting, the PDF Report Wizard is a simple tool to generate form-specific reports and attachments quickly. This new feature was a requested enhancement that provides even more flexibility to system users.
If you are looking to utilize Microsoft 365 SharePoint Online to manage your projects, check out Construction Viz for an enterprise-scale solution that allows you to get the most out of your investment in Microsoft 365. You can request a demo here. If you need help doing more with Microsoft 365, you can request a free one-hour consultation.
