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Reports

Reports are automatically generated from mobile voice sessions and PDF documents. They contain a summary of what was captured during a session or what was extracted from a PDF report.

What Are Reports?

Reports in SiteWhiz are automatically generated summaries of:

  • Session Reports - Automatically generated from mobile site visits with voice recordings and photos
  • PDF Reports - Automatically extracted when you upload PDF reports (such as architect reports)

What reports contain: - Summary of the session or PDF document - All items that were extracted (actions, decisions, issues, questions) - Transcription or summary of the content - Photos taken during the session (for session reports) - Metadata such as date, time, location, and participants

Session Reports

Automatically generated from mobile voice recording sessions.

What they contain: - Summary of the session - Full voice transcription - All items extracted during the session - All photos taken during session, linked to relevant items - Session metadata (date, time, duration, location, participants)

How to generate:

  1. Complete a voice session on mobile app
  2. Review AI-extracted items
  3. Save items to generate the report
  4. Report is automatically created
  5. Find in Reports list

Voice Capture in Sessions

You can also access voice recording during a session:

Path: Reports → + → Start Session → Microphone button in session panel

Use for: - Detailed descriptions while walking around - Dictating specifications or measurements - Recording observations hands-free

The AI processes your speech to: - Extract type (Action, Decision, Issue, Question) - Create concise title - Write full description from your words - Assign priority based on urgency language

Voice Capture Tips

Best Practices

Speak naturally: - No need for formal language - "There's a water leak near the bathroom sink" works perfectly

Include context: - Location: "Building A, second floor, room 204" - Urgency: "This is urgent" or "Low priority" - Who: "Assign to electrician team"

Pause between observations: - AI uses pauses to separate items - Clear pause = separate item

What the AI Understands

Urgency words trigger High priority: - "Urgent", "ASAP", "immediately", "critical", "emergency"

Assignment hints: - "Plumber needed" → Discipline = Plumbing - "For the electrician" → Discipline = Electrical - "Assign to Jan" → Assignee = Jan

Type detection: - "Question:", "Ask about" → Question - "Problem:", "Issue:", "Fix" → Issue - "Decide", "Choose" → Decision - "Install", "Complete" → Action

Review Before Saving

AI transcription shows: - What you said (full text) - How AI interpreted it (type, title, priority)

You can edit any field before final save.

Session Report Details

Automatic Generation

Session reports are automatically created when you: - Complete a voice recording session - Save the AI-extracted items - End a site visit session

No manual intervention needed - the report is automatically generated.

Report Content

Summary: - Overview of what was discussed during the session - Key points and decisions - Total number of items created

Items: - All items extracted during the session - Type, title, description - Priority and due date (if available) - Assigned to (if set) - Discipline/trade

Transcription: - Full voice transcription of the session - Timeline of observations - Timestamps for important moments

Photos: - All photos from session - Linked to relevant items where possible

Viewing Session Reports

In the app: 1. Go to Reports page 2. See list of all reports 3. Click on a report to view details 4. View summary, items, and transcription

Filtering reports: - Filter by project - Filter by session type (note, meeting, site-visit) - Filter by date range

PDF Reports

When you upload a PDF report (such as an architect report), SiteWhiz automatically extracts items from the document.

How it works:

  1. Upload a PDF document
  2. SiteWhiz automatically recognizes it as a report
  3. AI extracts items (actions, decisions, issues, questions) from the PDF
  4. Items are automatically created in your project
  5. A report is saved with the extracted information

What gets extracted: - Action items - Decisions - Issues - Open questions - Important information from the report

Viewing the report: - Go to Reports page - Find the report created for the uploaded PDF - Click the purple PDF link to view the original document in the built-in PDF viewer - View which items were extracted - Items are already created in your Items list

Automatic Extraction

You don't need to do anything manually - as soon as you upload a PDF report, everything is automatically processed and extracted.

Viewing Reports

In the app:

  1. Navigate to Reports page
  2. See list of all reports (sorted by date, newest first)
  3. Click on a report to view details
  4. For PDF reports, click the purple PDF link to view the original document

Report details: - Title and date - Summary or transcription - All extracted items - Photos (for session reports) - Metadata (participants, location, etc.)

Viewing original PDFs: PDF reports (marked as "Document" in the Source column) have a clickable PDF link that opens the original document in the built-in PDF viewer. This allows you to:

  • View the original PDF report alongside the extracted items
  • Reference the source document when reviewing items
  • Verify that items were correctly extracted

Filtering: - Filter by project - Filter by type (session report, PDF report) - Filter by date range

Next Steps