Cablefolio

Reports, sharing, and clients

Reports and sharing

Updated

Every client and property has a report — everything recorded under it as a page to print, a PDF, or a Word document — plus spreadsheet downloads of its tables, and an owner or admin can share a property's report through a link that needs no sign-in.

Open or download a report

On a client's or property's page, find the Report card (beside the main column on a desktop, below it on a phone).

  • View report opens the report as a page in a new tab, ready to read or print.
  • Download PDF saves it as a PDF.
  • Download Word saves it as a Word document.

The report covers every property, room, rack, device, cable run, and photo under the client or property: the topology map and wiring diagram, rack drawings, floor plans with numbered markers, patch schedules, VLAN tables, power feeds, checklists, work orders, and more. On a phone the maps and tables scroll sideways at a size you can read; a printed or PDF copy fits them to the page.

Choose the report's sections

  1. In the Report card's Sections row, press the sections button (it reads All sections, or how many are chosen).
  2. Tick the sections this download should carry, such as Photos, Topology map, Wiring diagram, Notes, Files, Checklists, or Service history.
  3. Close the sheet and download as usual.

Your choice is kept on this device. Use the report settings’ defaults goes back to the defaults an admin set.

Download a table

Under the report buttons, each table has a row of its own: its name, the button that picks its columns, and its downloads, as CSV for a spreadsheet or label tool and as an Excel workbook:

  • Equipment — on a client or a property.
  • Cable schedule, Patch schedule, and Labels — on a property.

The columns button chooses the table's columns and their order; that choice is kept on this device too.

Brand the reports

An owner or admin can set what every report carries.

  1. Open Settings, then Report branding.
  2. Under Logo, press Choose a logo (or Replace the logo). Remove the logo takes it off.
  3. Under Words and sections, fill in the Company name, a Cover line (who prepared it and how to reach them), and a Footer line (a confidentiality note, a registration number).
  4. Tick the sections a report includes unless a download chooses its own.
  5. Press Save report settings.

Only the owner, or an admin not limited to one client, can change them. A share link and the client portal leave out what they always do, whatever is chosen here.

Share a property's report

An owner or admin sees a Share section on each property's page.

  1. Press New share link.
  2. Add a Label saying who it is for, such as "For the landlord".
  3. Set Expires in (days), from 1 to 30.
  4. Press New share link.
  5. Copy the address shown and press Done. It is shown only this once.

Anyone with the address can open a read-only copy of the property's report — rooms, devices, runs, contacts, and photos — with no sign-in, until it expires or is revoked. Notes, access facts, files, and checklists are left out. It is never the PDF, a CSV, or a client report.

Each link in the list shows when it expires, how many times it was opened, and when it was last opened.

  • Press Revoke on a link and confirm. It stops working at once; anyone still holding it sees a "not available" page. Expired and revoked links are kept under Expired and revoked.
  • To close every link at once, open Settings, then Accounts, and press Revoke every share link in the Share links section.

Reports, PDFs, and downloads need a connection. See Offline.

A client with their own portal sign-in can download their reports without a share link. See The client portal.