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How Do I Create A PDF Project Report?

The Create Project Report tool lets you turn the files, photos, and documents in a project into a single, professional PDF report. You choose exactly what to include, pick the layout that fits your purpose, and Albi generates the PDF for you — then saves it to the project and emails it to anyone you choose.

 

Where do I find the Create Project Report tool?

  1. Open the project you want to create a report for.
  2. Go to the File Manager.
  3. Click Actions, then select Create Project Report.

This opens the File Manager view where you can select the items you want in your report.



How do I choose what to include in my report?

Before you generate the PDF, you first select everything you want to appear in it.

  1. In the File Manager, find the items you want to include — for example images, files, work orders, and documents.
  2. To make finding items easier, you can:
    • Search by folder to narrow down to a specific area of the project.
    • Search by file tags to find items with a particular tag.
    • Check whether items are restricted or unrestricted based on their permissions.
  3. Select each item you want in the report.

Important: Make your selections before clicking PDF Report. Only the items you've selected will be included in the document.


      4.  Once everything is selected, click PDF Report.

 

How do I fill out the report details?

When you click PDF Report, a form opens where you set up your report. Some fields are filled in automatically, and you can edit them.

  • Project Title (required) — the title shown on your report.You can edit it if you'd like a different project title.
  • File Name (required) — automatically filled in based on the project name. You can edit it if you'd like a different file name.
  • Notify Emails (required) — the email addresses that will be sent the finished report. You can add more than one.
  • Disclaimer Text (optional) — any disclaimer wording you'd like to appear in the report.

 

Which report layout should I choose?

You can choose from three report layouts depending on how you want your photos to appear and what the report is for.


1. 4×4 Photo Grid — 16 images per page Fits 16 images per page in a four-by-four grid and can also include your other documents. Best for large photo sets where you want to keep the page count down.


2. 3×3 Photo Grid — 9 images per page Fits 9 images per page in a three-by-three grid. The larger images make it easier to see detail.


3. Inspection Report — 4 images per page Fits 4 images per page and also includes the tags and full metadata for each image. Best for assessments and inspections where that extra detail matters.

 

 

Tip: Choose the 4×4 grid to keep large reports short, the 3×3 grid when detail matters, and the Inspection Report when you need tags and metadata included.


What are the additional report options?

You can fine-tune your report using three toggles:

  • Group photos by folders — keeps your images organized by their folders in the PDF. For example, if you have separate folders for the kitchen, bathroom, and bedroom, each set of photos will appear under its own folder in the report.
  • Show timestamps — includes the date and time for each image.
  • Include notes — when turned on, lets you select which notes you'd like to add to the report.



How do I generate and find my report?

  1. Once your layout and options are set, click Generate PDF.
  2. When the report finishes generating, it will:
    • Appear in the project's File Manager, and
    • Be emailed automatically to everyone listed in Notify Emails.

That's it — your report is saved to the project and sent to your recipients at the same time.