Create a Field Report on Site

Create a field report on your phone during a site visit: capture observations, fill in the report details, and finalize it for export.

A field report collects everything from a site visit in one place: your observations with photos, the site conditions, and the details your firm's report format asks for. You create it on your phone during the visit, finalize it when you are done, and download the finished Word document from the web afterward.

Starting a report

To start one:

1. On the Home tab, tap Start Field Report.

2. Enter a report title, pick the Project, and pick the Report Type. The Report Type decides which details the form asks for; your admin sets these up under Report Types.

3. Tap Start Report.

The report editor opens. Everything you enter is saved on your phone as you go, so losing signal never loses work.

Adding observations

A report is built from observations: individual findings, each with its own notes and photos. In the report editor:

• Tap Add Observation to capture a new one. See Capture Observations for the full flow.

• Tap Link Existing to pull in observations you captured earlier, for example with Quick Observation while walking the site.

Swipe an observation to remove it from the report.

The report editor. Everything keeps working offline.

Filling in the report details

Below the observations, the form shows the fields your Report Type asks for, like the client firm or persons present. Required fields are marked with *. Table fields, like an attendance list, take one row per entry: tap the add row button, fill in the columns, and tap Save.

The report also records the site location and pulls the weather for it automatically.

Finalizing the report

When the visit is done, tap Finalize Report. Finalizing uploads the report and makes it available to your team.

If the button is not available, the editor tells you exactly what is missing, for example "Add an observation to start", "Each observation needs a type and status", or "Complete required field: Client Firm". Fix what it names and finalize again.

A report you back out of stays as a Draft on the Reports tab. Drafts live only on your phone and do not upload until you finalize them. Tap a draft to pick up where you left off.

If an admin changed the Report Type while you were drafting, the app shows "Report template was updated" and lists any new required fields. Tap Review form, fill in what is new, and finalize.

After finalizing

The report uploads and shows Uploaded once it is safely on the server (see Working Offline for what the statuses mean). From then on:

• On your phone, open the report to review its details, weather, observations, and Cogram's summary of the findings.

A finalized report on your phone

- On the web, open the report and click **Download** to export it as a Word document in your firm's layout. See [Field on the Web](field-on-the-web.md) for the full review and export workflow.

Exporting is a web feature. The mobile report page points you to the web app for the full details.

Deleting a report

The trash icon in the report editor deletes the report and all of its observations and photos permanently. There is no undo.

Related

• Capture Observations: notes, dictation, photos, and drawing pins.

• Working Offline: drafts, upload statuses, and weak-signal behavior.

• Report Types: how admins set up the report forms and export layouts.