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Using PlanRadar

Attach Reports to Tickets

Overview

Use this feature to attach a generated ticket report to a ticket to keep it. Project reports are stored forever, but the feature is also available for project reports.

Access & Permissions

Only the creator of a ticket report can access the generated PDF file for 24 hours.

Attach Ticket Reports to Tickets

To attach a ticket report to a ticket:

In the Webapp you currently need to download the generated ticket report and upload it like any other ticket attachment:

  1. Download the PDF as described in Access Generated Ticket Reports.
  2. Add the PDF as an attachment to a ticket as described in Add Attachments to Tickets.
  1. Tap Ticket Reports
    Access Reports.png
  2. Open the report you want to attach to a ticket
    Open Report.png
  3. Tap the share icon
  4. Tap Attach to ticket
    Attach to Ticket.png
  5. Optional: Enter a report title 
  6. Tap Select a ticket
    Title.png
  7. Select the ticket you want to attach the report to
    Select a Ticket.png
  8. Tap Done in the top right corner
    Done.png
  1. Tap Ticket Reports
    Access Reports.png
  2. Open the report you want to attach to a ticket
    Open Report.png
  3. Tap the more menu in the top right corner
    More Menu.png
  4. Tap Share
    Share.png
  5. Tap Attach to ticket
    Attach to Ticket.png
  6. Optional: Edit the report title 
  7. Tap to select a ticket
    Title.png
  8. Select the ticket you want to attach the report to
  9. Tap Save to confirm ticket selection
    Select a Ticket.png
  10. Tap Save in the top right corner to attach the report to the ticket
    Save.png
     

Attach Project Reports to Tickets

To attach a project report to a ticket:

In the Webapp you currently need to download the submitted project report and upload it like any other ticket attachment:

  1. Download the PDF as described in Download Project Reports.
  2. Add the PDF as an attachment to a ticket as described in Add Attachments to Tickets.
  1. Tap Project Reports
    Access Project Reports.png
  2. Open the report you want to attach to a ticket
    Open Project Report.png
  3. Tap the share icon
  4. Tap Attach to ticket
    Attach to Ticket.png
  5. Optional: Enter a report title 
  6. Tap Select a ticket
    Title.png
  7. Select the ticket you want to attach the report to
    Select a Ticket.png
  8. Tap Done in the top right corner
    Done.png
  1. Tap Project reports
    Access Project Reports.png
  2. Open the report you want to attach to a ticket
    Open Project Report.png
  3. Tap the more menu in the top right corner
    More Menu.png
  4. Tap Share
    Share.png
  5. Tap Attach to ticket
    Attach to Ticket.png
  6. Optional: Edit the report title 
  7. Tap to select a ticket
    Title.png
  8. Select the ticket you want to attach the report to
  9. Tap Save to confirm ticket selection
    Select a Ticket.png
  10. Tap Save in the top right corner to attach the report to the ticket
    Save.png

Updated December 18, 2024