Prerequisites
Before generating reports, ensure the following:
A project has been created.
A damage assessment has been carried out by:
Capturing or uploading photos.
Adding notes.
Recording project loss and claim information.
This data will populate the report.
Steps to Generate Reports
1. Log in to the RocketPlan Web Portal
Access the RocketPlan web portal.
Use the same credentials as the RocketPlan mobile application.
2. Navigate to the RocketReports Tab
Once logged in, click on the RocketReports tab.
3. Click the "Generate Reports" Button
Click the Generate Reports button.
A popup will appear prompting you to select the report type:
Photo Report
Drying Report (refer to the Equipment and Moisture Logs SOP for details on generating a drying report).
4. Create a Photo Report
Select Photo Report to proceed to the report creator page.
5. Customize the Report
On the report creator page, follow these steps:
Add a Title
Enter a descriptive title for the report.
Select Content to Include
Option 1: Choose to include all affected units, individual units, or a combination of units.
Option 2: Select whether to include all photos or only bookmarked photos.
Option 3: Decide if project unit or room notes will be included (all, bookmarked only, or none).
Option 4: Choose to include all, bookmarked, or no photo notes.
6. Bookmarking Photos and Notes
In RocketScan, select a photo.
Use the bookmark icon in the top-right corner to bookmark the photo.
Similarly, bookmark photo notes by:
Adding a note to a photo.
Clicking the bookmark icon.
Project unit or room notes can also be bookmarked for inclusion in reports.
7. Finalize the Report
The RocketReports tab lists all reports generated for the project.
Each entry displays the report name, creator, generation date, and report type.
8. Share or Customize the Report
Options after report generation:
Share via Email: Click the Share button and enter an email address.
Download PDF: Review and customize the report before sending it by downloading a PDF copy using the download icon.
9. Report Structure
Cover Page:
Displays your company name and logo.
Upload these details in the About section (accessible via the button with your initials in the top-right corner on both the web and mobile platforms).
Second Page:
Add free text such as the recipient's name, address, and a brief summary of the report contents.
Creator and Project Details:
Includes creator details and data from the project loss info section (editable).
Main Content:
Organized by unit and room.
Photos are displayed on the left and notes on the right.
10. Save and Send
Save the finalized report to your computer.
Send it to clients as needed.
Additional Notes
There is no limit to the number of reports you can generate.
Generate as many progress reports as required for your clients.
Generate a Report
1. Navigate to https://app.rocketplantech.com/dashboard
2. Click "Projects"
3. Choose the project
4. Click "RocketReports"
5. Click "Generate Report"
6. Click "Photo Report"
7. You can select all photos and notes or bookmark photos and notes
8. Type "2000 Main St"
9. Click "RocketScan" for bookmarking photos and notes
10. Click here.
11. Click photo
12. Click this icon to bookmark
13. Click this icon to bookmark
14. Click "RocketReports" to go back to complete the report
15. Type "2000 Main St "Address"
16. Click the "Report Title" to name your report
17. Click "Generate Report"
18. Click this button share your report
19. Click the "Type email" field.
20. Click this icon to download the report as a PDF
21. Click "Download"
