Generate a report

Generate a PDF or slide deck in Reports: choose the building, the report type and the period, then download it, or schedule it for regular delivery.

Who it’s for
Anyone who hands figures to a manager, client or auditor.
Role needed
Any member
Last verified
Against Radr on 28 September 2026

Steps

  1. Step 1: Open Reports

    Choose Reports in the navigation. It opens on Generate; the other tabs hold verified savings, templates and schedules.

    The Generate Report form on the Reports page, with pickers for the building, the report type and the period.
  2. Step 2: Choose the building, type and period

    Choose the building and the report type, then the period. A type the building cannot support says so in the list.

    The Generate Report form with Harbourfront Office and the Pre-Install Assessment report chosen.
  3. Step 3: Generate it

    Choose Generate PDF. The report is listed under Generated Reports, where Download saves it.

    Generated Reports, listing the new pre-install assessment for Harbourfront Office with its date and a Download button.

What you’ll see

  • Under Schedules, the same report can be sent on a regular cycle.

Troubleshooting

A report type is marked not available for this building.
It needs measurements the building does not have, such as temperatures. Choose another type.
The savings section of a report is empty.
Savings reports need a project with its baseline and reporting periods set, under Projects.

Last verified against Radr on 28 September 2026. Screenshots show the real product with a simulated estate; every name and reading in them is invented.

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