All Collections
iOS App
Record Options
PDF Reports in Fulcrum for iOS
PDF Reports in Fulcrum for iOS

How to generate and share PDF reports in the Fulcrum for iOS app.

Mike Meesseman avatar
Written by Mike Meesseman
Updated over a week ago

Record Reports on your iOS Device

A report can be generated for any record created in Fulcrum, right from your mobile device. When you generate a record a PDF file will be created. You can then send this file to others through email, SMS, or through airdrop. You can even print or copy the record. 

Notes

  • If you are interested in a custom report, simply submit a sample report here.

  • In order to generate a record, the device does have to have either a WiFi (with internet access) or cellular data connection.

Generating a Record Report

From the iOS record creation/edit page. Select the report icon on the lower left corner of the record creation/edit page.


You will be prompted with a confirmation screen. Once confirmed, the record information will be sent to the server for the report generation. Once the report has been generated it will be set to your mobile device. Once on your mobile device, you have the option of sharing the report.

Sharing a Record Report

To share the record report tap on the share icon in the upper right part of the record report page.

You have several options with sharing the record PDF report. Messages and Email being the most popular, you can also share the report through Apple’s AirDrop, as well as, print the report. You may also be able to open the PDF file in another app on your device.

Note

  • The share option is something that is powered by the operating system and not Fulcrum. If you are not seeing a share option that you think you should it could be due to some security settings or possibly the app not having support for PDF files. 

Did this answer your question?