Katapult Pro Admin Overview (and Admin Reports)
Updated: Mar 17
The Admin Page can only be accessed by a user set up as a company admin. From the admin page, you can add or edit users and add licenses to your account.
If you are a company admin, you can go to the other apps button at the top right of you page and select “Admin.” This will take you to https://katapultpro.com/admin/ in another tab.
On the left hand side of the page you will see your used/total license count. If you click on the pencil icon to the right, it will open up a menu below to add licenses. Use the arrows to the right of the text box, or just enter your desired number of licenses to add. When the amount is correct, click the blue Add Licenses button at the bottom of the menu.
The software will ask you if you are sure, and if you are, click the “Add Licenses” button in the confirmation window.
If you have a long list of users in your company, you can use the quick search menu at the top of the page to quickly search for a specific user.
If you need to add another user to your company, click the “Create User” button at the top right of the page.
When you click “Create User,” the window to add the user will appear in the middle of the page. Use this window to enter the user’s email address you want to add, and then set the proper permissions for that user.
You can have unlimited Read only users, but you can only set the number of write permissions based on the number of licenses your company has.
You can also be a Company Admin without having write permission. Once you have the proper permissions set, click the “Create” button in the window.
This will add the user to the email list. You can quickly see at the right if the user has write access or is a company admin, because the appropriate box or boxes will be checked.
If you click on a user, the window to edit that user will pop up on the right hand side of the page. Here you can control if that user should have write permission or a company admin. These toggles can be adjusted anytime.
The “Other Permissions…” button will open up the user’s permissions for access to the Model Editor.
You’ll be able to toggle the read permission, which allows the user access to see the job model when turned on, as well as the write permission, which allows a user to edit the job model when turned on.
There is also an option to send a reset password link to the user if the individual has forgotten their password.
To do this, just click the clock icon, and a reset user password window will appear. In the window just click “Send Reset Link” to have a link sent to the user.
Any changes made in the user just go to the bottom of the user panel, and select “Okay.” If you click “Delete,” the user will be deleted from the company in Katapult Pro.
*Again, only users set to Company Admin can access this page. Also, if you need to upgrade to site licenses or add modules contact email@example.com.
Despite what the name suggests, the Admin Report can be accessed by any user within the software.
If you go to https://katapultpro.com/admin-report/ you will be directed to Katapult’s admin report page. You can use this to create more customized reports for various jobs and attributes.
When you first go to the page, the Reports Manager window will appear in the middle. If you have created a report before you will see that in the window to search reports. You can also click on “Create New Report” to start a new report.
Once you click the create button, you will actually be able to interact with the report page.
At the top left, you can set the name for your report. You can also use the select job dropdown to add all the jobs you want to run the report on. Use the plus icon to add the job to the report.
Use the Nodes, Connections, and Sections panels to select which attributes you want to include in the report. Just deselect or uncheck the ones you don’t need.
You can add a filter statement to filter out locations. Then you can use the “Test” button to see how many locations will export given the filter statement.
You can also uncheck the box next to Nodes, Connections, or Sections to remove the data from the report.
At the bottom right of the page, you can export the data to a job, spreadsheet, or other exports.
If you choose to export to a new job, you can add all the locations to an already existing job, or you can use the toggle to create a new job. If you choose to create a new job, you will be able to enter the job name. You can also choose to include photos and traces. Once the desired options are set, click “Export Report.” This will create a new job that you can choose in /Maps with the data from all jobs selected in the report.
*The new job will only contain the attribute data that was selected within nodes, connections, and sections.
If you choose to “Export to Spreadsheet” a spreadsheet will download with all the selected data from the attributes. This is a great way to create more custom spreadsheets that only contain the data you need.
If you choose “Other Exports,” the download manager will appear in the middle of the screen. You can then download any of the deliverables that are available within a single job, on the multiple jobs you may have selected in your report.
Again, just like the other exports, it will only have the attributes selected to include. Just choose what export you wish to download then click “Download.”
Now that you have used the admin report to generate a report, when you return to https://katapultpro.com/admin-report/ at a later time you will see the report as an option to run on new jobs.
You can select it at any time to change the name and change the attributes selected, or you can click the “Create New Report” button to add to your custom report options.
For a more visual guide of the Admin and the Admin Report Page, check out our Admin and the Admin Report Page Webinar video.