Introduction
Running reports in Snapfix provides real-time insights, enhances accountability, and helps identify trends for continuous improvement. Reports are essential for audit and compliance inspections and maintaining a clear history of tasks.
📌 Note: Only Group Admins can generate reports. Standard users cannot access reports unless granted permission via Advanced User Permissions.
Types of Reports Available in Snapfix
📊 Task Details Report
- A spreadsheet report with a high-level overview of all tasks.
📊 Multi-Task Report
- A visual task summary including photos, ideal for sharing with contractors, surveyors, or managers.
📊 Completed Tasks by User Report
- A daily or weekly summary of completed tasks by users, providing insights into workload distribution.
📊 Time Report
- Displays timestamps for tasks, helping track how long tasks take to complete.
📊 Checklist Report
- A task-level summary with individual checklist item details and audit logs—great for deep-diving into exceptions.
- (Works only for tasks with checklists.)
📊 Inspection Report
- A visual representation of a checklist—ideal for compliance documentation.
- (Works only for tasks with checklists.)
How to Run a Report on the Snapfix Web App
1. Open the Reports Dashboard
- Log in to web.snapfix.com.
- Click ‘Dashboard & Reports’ from the sidebar menu.
2. Access the Reports Tab
- The Dashboard will open by default.
- Click on the ‘Reports’ tab to view reporting options.
3. Apply Filters to Customise Your Report
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The blue banner at the top of the screen is your filter bar.
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By default, the following filters are applied:
✅ Last 30 days of activity
✅ All groups
✅ Active tasks only (Archived tasks are excluded) -
To update these filters:
- Click ‘Group Selection’ to choose specific groups.
- Click the ‘Filter’ icon (top-right) to apply additional search filters.
- Once selected, click ‘Apply’.
4. Generate the Report
- Select the Report Type you wish to generate.
- Click ‘Create’—the report will run on the right side of the screen.
5. Download Your Report
- Once the report is ready, click ‘Download’ to save it to your desktop.
Frequently Asked Questions (FAQs)
Can I schedule automatic reports?
Currently, reports must be generated manually via the Snapfix Web App.
There is a Daily Summary Report available. This report sends you a summary of all activity in a Group from the previous day. You can turn this report on in the Group Settings.
Do reports include archived tasks?
No, archived tasks are excluded by default, but you can include them using filters.
Who can generate reports?
Only Group Admins or users with Advanced Permissions can run reports.
Can I customise report columns?
Yes, filters allow you to customise report data based on your needs.
Related Help Articles
📖 How to Assign Users to Tasks
📖 Managing Group Admin Settings
Need Assistance? Contact Snapfix Support
📧 Email: support@snapfix.com
🎥 Watch the Video Tutorial