Reports

This guide will take you through Trak's robust reporting feature which is designed to streamline your business operations, whether it's managing safety protocols, quality assurance, or customer inspections.

Understanding Reporting Needs

Reporting in Trak typically revolves around four main areas crucial for businesses:

Safety Reporting:

    • Capture toolbox meetings, risk assessments, pre-starts, and other safety-related activities that are essential before or during works.

Customer Reporting:

    • Tailored reports for clients such as builders (defect reports), real estate agents (inspection reports), or insurers (inspection and make-safe reports).

Quality Assurance:

    • Ensure compliance and quality standards are met with detailed reporting on job progress and outcomes.

Internal Administration:

    • Administrative reports covering inductions, reviews, and internal communications essential for organizational management.

Setting Up Reports

Report Templates:

    • Access report templates under your profile where you can customize existing templates or create new ones tailored to your business needs

Creating Reports:

    • Use the intuitive report builder to create reports quickly. Start by naming the report and specifying who can fill it out—your team, subcontractors, or both.

Customizing Report Appearance:

    • Enhance report presentation with cover pages that can be designed and managed within your templates.

Report Settings:

    • Define where the report will be used within your business hierarchy—whether specific to certain clients, job statuses, or user groups.

Building Detailed Reports

Question Types:

    • Utilize various question types to gather specific information:
      • Set Text: For headings or fixed introductory text.
      • Text Answers: Open-ended responses.
      • Multiple Choice: Options like yes/no or predefined choices.
      • File Uploads: Attach relevant documents or images directly to the report.
      • Signatures: Capture digital signatures of staff, contractors, or clients.
      • Tables: Structured data collection for defects, inspections, or other detailed information.

Logic and Workflow:

    • Implement logic within reports to control the flow based on responses—hide/show questions, require specific answers, or trigger actions based on selections made.

Using Reports in the Field

Completion and Management:

    • Easily complete reports directly from the job interface in Trak. Save drafts for ongoing completion or finalize and edit them later.

Review and Distribution:

    • Each report automatically generates a PDF, which can be reviewed, downloaded, or shared directly from Trak.

Task Integration:

    • Create follow-up tasks linked to specific reports for seamless workflow management.

Additional Features and Support

  • Integration with Scripts: Standardize repetitive text entries with predefined scripts.

Conclusion

By leveraging Trak's reporting capabilities, you can enhance operational efficiency, ensure regulatory compliance, and improve client communication. Whether you need basic safety checks or detailed customer-facing reports, Trak provides the flexibility and tools to meet your business requirements effectively.

For any questions or assistance in optimizing your reporting processes, reach out to our support team via contact@trak.co or through the support desk in your Trak platform.

Thank you for choosing Trak as your partner in business management and reporting.