Exporting
Exporting your work list or certain points on a work list site can be useful for creating quick reports, sending work lists to contractors who do not have access to the site, for meetings, or for site walk-arounds.
Fields of data will be exported depending on their order and visibility in the work list table so you can use the ‘Group’ and ‘Sort’ buttons as well as 'Table Columns' button to arrange your table and hide fields before exporting. You can see the Work List Table article for more information on the fields of data in your work list.
If you only need to export certain points, use the search box, 'Filter' button, or tick boxes in the work list table, or pan and zoom on the site plan or general arrangement to choose which points need to be exported. You can see the Filter, Group, Sort, & Search article for more information on how to work do this.
Once your work list is ready to export, click the 'Export list' button above the work list table to export your data to several options:
PDF Simple List: a line-by-line list of the basic information of the selected points.
PDF Detailed List: a detailed list of your work list, including photos. Choose to include or exclude comments, custom fields, images, and more.
CSV Output: a simple Excel-style spreadsheet. Characters are not supported. A URL link to points appears in the last column.
XLSX Output: an Excel-style spreadsheet that supports characters. A URL link to points appears in the last column.
*Pro Tip: If you need beginner tips with formatting your CSV/Excel files see minute 2.30’-4’ of this video.
PDF Individual reports: select which points you’d like to export as individual files. This opens as a zip folder which you can then extract.
Word: an editable document where you can choose which fields to export and the size of photos to export.
Site Plan: this exports the site plan or GA only, including all pin and area locations, if points are selected on the work list table.
Use the 'Add URL link' option on the export menus to add the point URL hyperlinks to the export.
A hyperlink will be added to the point ID. Any user who has access to the point can click the ID number on the PDF export and the point will open in Pinpoint Works if the user is signed in.
For users who do not have access to the point or to Pinpoint Works, the hyperlink will not work and access will be denied.
Smaller documents will be exported directly through the web app and downloaded to your device. Large exports will be sent directly to your email with a link for download.
By default, the export selections chosen will be saved for the individual user on each site.
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