Reports and exports¶

Touch2build produces reports from the tasks: site visit minutes, snag lists per company, Excel tables… Reports are generated in the background and stored in the Documents section.

The aim: pass the information from the site to people who do not use Touch2build, or keep a record of it, without retyping anything.

Export tasks¶

Every report starts from the task list: what you filter is what you export.

1. In Tasks, apply the filters you need, for example the open tasks of one company.
2. Click Export.

3. Choose a format:

   

   Format	Content
   Export to Excel	XLSX table of the tasks, to rework or filter.
   Export to PDF	Your original PDF drawings, annotated with the tasks. See below.
   Export by Drawing	Word document, tasks grouped by drawing.
   Export by User	Word document, tasks grouped by assignee. Use it to send each company its snag list.
   Export to ZIP	Archive with the descriptions, photos and drawings.
   Export to BCF (BIM)	File for BIM software: Revit, ArchiCAD, Solibri, BIMcollab…

4. Set the options, for example the content to include and sending by email.

   

5. Click Send Export.

The Word exports: your minutes¶

Word exports produce a complete .docx document that you can edit in Word before sending:

• Export by Drawing: tasks grouped by drawing. Use it for the minutes of a site visit or meeting.
• Export by User: tasks grouped by assignee. Use it to send each company its own snag list.

The document contains:

• a cover page with the title and the date;
• for each drawing, or each company, the drawing overview showing the location of all its tasks;
• one sheet per task: number, title, creator, type, drawing, assignee, status, priority, tags, due date in red if it has passed, location, comments, a zoom of the drawing centred on the task and the photos.

Set up the Word export¶

The export window has three tabs.

The PDF export: your annotated drawings¶

The PDF export takes the project's original PDF drawings, at their scale, and adds the tasks at their exact location. You get a set of annotated drawings to print in large format, attach to minutes or pass on to a company.

The options:

Tasks

The task pins, placed on the drawings.

Task descriptions

Pages describing the tasks, added to the document.

Tasks are arranged in layers in the PDF: by status (open, resolved, closed), then by assignee. In a reader such as Adobe Acrobat, you can show or hide each layer. For example, you can keep only the open tasks of one company before printing.

The Documents page¶

The Documents section gathers the reports, minutes and exports of the project. Everything Touch2build generates arrives there, wherever the export was started: this is where you find it and download it.

History¶

All the documents generated, with their format, name, status and date. Depending on the status, several actions are possible:

• Download the file;
• Re-run the generation with the same settings;
• Schedule Report: set up the same report so that it is produced regularly;
• Delete the document.

A badge next to Documents in the menu shows that an export is running or finished.

Scheduling¶

There is no separate tab for it: use Schedule Report on a document of the History tab. A scheduled report is produced automatically: every day, on weekdays, every week or every month, at the time you choose. This suits a weekly report sent before each site meeting.

Templates¶

Word and Excel reports use a template that sets the layout: header, footer, logo, font and colours. By default, it is the Touch2build template. In the Templates tab, you can create your own templates to deliver reports in your company's colours.

Generate a template with the wizard¶

The simplest way is the Wizard, which creates a professional template in a few seconds, without opening Word.

1. In the Word or Excel card, click Wizard.
2. Enter the Template Name, for example your company name.
3. Choose the Font.
4. Choose Color 1 (text), for the text and titles, and Color 2 (lines), for the lines and rules.
5. Click Upload Logo and choose your logo image.
6. Click Generate & Save.

The template appears in the list. The icon lets you download it to adjust it in Word.

The result, with the Touch2build template on the left and the template generated for the company on the right:

The company logo also appears in the footer of every page of the report:

The template is then offered in the Template list of each export:

Create a template from your Word document¶

Do you already have Word reports in your own layout? Touch2build can build a template from one, with no editing in Word.

1. In the Word card, click From your Word document.
2. Enter the Template name.
3. Drop one of your Word documents (.docx), for example an old report or minutes.
4. Click Make the template. Reading takes a few seconds.

Touch2build keeps from your document:

• the cover page, with your logo and contact details;
• the headers and footers;
• your styles, fonts and colours.

The content after the cover page is removed: this is where the report is written. The title and date of your old document are replaced by those of each new report. The task sheets, titles and tables of the report take your fonts and colours.

The window sums up what was picked up: cover page, fonts and colours. Download the template with the icon to check it, and adjust it in Word if needed.

Use your own Word template¶

Do you already have a minutes template? Import it with Add. A Touch2build template is an ordinary Word document, with headers, footers, logo and styles. It contains a few keywords that Touch2build replaces at export time:

${reportname} and ${date} also work in headers and footers.

The report titles use the Heading 1, Heading 2… styles of your document: edit these styles in Word to change how the titles look.

Templates added here only apply to this project. The shared templates of your organisation are available in all projects. Administrators find them in the Organisation › Shared Templates menu.