How to Generate Excel & PDF Reports
Prefer video guidance? Watch the short walkthrough below—this will get you up and running in just two minutes:
Watch the 2-minute tutorial (app and web overview)
Overview
You can generate Excel and PDF reports via both the mobile app and the web portal. While both methods work, the web version offers a more intuitive interface, especially when working on larger screens.
Using the Mobile App
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Open the app and tap the menu icon in the top-left corner.
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Select “Reports” to access the reporting screen.
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Tap the “+” icon in the top-right to create a new report.
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Once processing is complete:
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You'll receive an email notification with a download link.
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You can also access the report from the Reports screen in-app.
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Feel free to forward the email to others as needed.
Using the Web Portal (Recommended)
Generating reports via the web portal offers a smoother, more spacious interaction, making it easier to configure and review your data.
Quick Comparison
| Feature | Mobile App | Web Portal (Recommended) |
|---|---|---|
| Screen & Ease of Use | Compact interface, ideal for quick access | Larger, more intuitive interface |
| Report Access | In-app “Reports” + email delivery | Web access with easier navigation |
| Sharing Reports | Forward email with link | Forward email with link |
Final Thoughts
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Use the mobile app for quick, on-the-go report requests.
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Use the web portal for a more user-friendly, efficient experience—especially when reviewing or creating multiple report types.