How to Print (and download Excel CSV/PDF)

Ready to dive into printing or downloading an Excel CSV/PDF version of a location assessment? Let us guide you through the process and show you just how easy it is!

Step 1: Access the 'Location Report' Tab

Upon logging in, you'll notice a tab labeled "Location Reports"—this is your gateway to all location-specific assessments! In this section, you'll find a comprehensive list of reports connected to each location. To get started, simply click on the desired report (for example, 'Weekly Assessment ONE' as shown in the screenshot below) and then select the 'audit' button located under the Locations tab on the left.

Step 2: Accessing Download Options (Excel CSV or PDF)

Once you're inside the location report, you'll find buttons that give you the option to either download the report as an Excel CSV or print/download it as a PDF.

Inside the Print View

When you enter the Print View option, you'll have the ability to print directly from this screen. You’ll also see a complete overview of what will be downloaded or printed. Additionally, in the View Options section on the left hand side (as shown in the screenshot below), you can adjust the size of photos or remove them from the report entirely.

With these simple steps, you'll easily navigate downloading a location report, ensuring all standards are met and keeping you one step ahead!