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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 Pro’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. You can click on the "Select a Report" dropdown to open an existing report you've made, or you can click on “Create New Report” to start a new report.
Once you select an existing report or click the "Create New Report" button, you will 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 a Job" dropdown to add all the jobs you want to run the report on. Use the "+" icon next to the folder 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. Deselect or uncheck the ones you don’t need.
You can add a filter statement to filter out locations.
For example, if you wanted to export all poles that haven't been fielded yet, you can type "field_completed != TRUE." (We're using "does not equal" TRUE instead of "field_completed = FALSE" because field_completed = FALSE will only be true when field_completed is added to the pole AND isn't checked. "field_completed != TRUE" will evaluate to true even when there is no field_completed attribute added to the pole.)
Then you can use the “Test” button to see how many locations will export given the filter statement. Using the filters requires knowledge of what attributes are available for use (which are conveniently listed for you), operators (which includes '>' for 'greater than,' '<' for 'less than,' '<=' for less than or equal to, '>=' for greater than or equal to, '=' for equals, and '!=' for 'not equals), and the value of the attribute you're filtering.
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. Exporting the data to a Job is a great way to combine smaller jobs into one, larger job.
If you choose to export to a 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 export to an existing job, you'll select a job from the drop down and choose whether or not you want to include photos.
*When exporting to a job, all the jobs included in the report must have the same job model. If exporting to an existing job, that job also needs to have the same job model as the jobs in the report.
If you choose to create a new job, you will be able to enter the job name. You can also choose to include photos. Once the desired options are set, click “Export Report.” This will add the locations to the existing job or create a new job that you can choose in Maps with the data from all jobs selected in the report (depending on which you selected).
*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. Using the report's filters and checking which attributes are needed 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 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.” You can learn more about the download manager in our Download Manager Manual.
Refreshing or navigating back to the Admin Report page, you can select the report you just made 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.
Thanks for reading! Reach out to support@katapultengineering.com for any questions. How can we improve our documentation? Let us know in the comments below!