Field on the Web

Review field reports and observations in the web app, export them as Word or CSV files, and extract observations from meeting recordings.

Capture happens on your phone; review and export happen at your desk. The Field module in the web app's left sidebar holds your reports, observations, and drawings, and this is where the finished documents come out.

Reviewing reports

Open Field > Reports and click a report to review it. The report page has tabs for the overview, its observations, and its drawings, and shows Cogram's summary of the findings.

To export the report, click Download and pick a template under Select a template. Your organization's layouts appear under My Templates. The Word document fills in the report's details and observations per its Report Type. To export several reports at once, select them in the list and use Download selected reports.

Exporting a report: Download, then pick a template

Your admin manages the layouts under Templates.

Changing a report's type

Picked the wrong report type in the field? On the report page, click Change type and select the correct one. Fields with the same name keep their values, and the export switches to the new type's templates. Values that don't exist on the new type are kept but hidden, and they come back if you switch the report back to its old type. The report's creator and organization admins can change the type at any time, even after the report is completed.

Reviewing observations

Open Field > Observations for every observation across your projects, with filters. Click one to review or edit it: the type, status, notes, and photo captions can all be updated after capture, so cleaning up field notes at your desk is normal.

Two exports live on this list:

• Download CSV: the observation list as a spreadsheet, for tracking in Excel.

• Export DOCX: select observations first, and the toolbar offers Export DOCX (a Word document of the selection) alongside Add to report, which groups the selection into a field report from your desk.

The Observations list with a selection: Add to report and Export DOCX

Extracting observations from a meeting

Walked the site while recording a meeting? Cogram can turn what was said into observations. On the meeting's page, click Extract and choose:

• Report with all observations: creates a field report with the extracted observations already linked.

• Freestanding observations: creates the observations on their own, for you to review and group later.

Extraction is AI-powered: review the extracted observations for accuracy, especially names, technical values, and units, before finalizing or sharing a report.

Drawings and pins

Drawings are managed on the web too: uploads, drawing sets, and bulk edits are covered in Drawings. On a drawing, you can move an existing observation pin with Move pin; placing new pins happens on mobile.

Related

• Create a Field Report on Site: the mobile capture workflow that feeds these pages.

• Templates: the Word layouts reports export against.

• Drawings: uploading and organizing drawings on the web.