This article describes how to create KANNA Report.
*This service is a separate contract from the KANNA project.
If you wish to newly use this product, please click here or contact us.
Create report
1. Tap a project from the list of projects
2. Tap "+Add" under "Custom Report"
3. Select a template
4. Tab 【Create Custom Report】
5. Enter the relevant section (green)
*Handwritten signatures are only available in the smartphone version.
5-1 String
5-2 Date Picker
5-3 Drop-down List
5-4 Check box entry
5-5 Numerical value
5-6 Insert Photos
You can insert a photo from one of the following options: take a photo, select a photo, or choose from the photos in the project.
5-7 Editing Photos
Lines and text can be written on the photos uploaded in the form.
To write on an uploaded photo, tap the photo and then tap [Edit Photo].
For detailed instructions on how to write on a photo, please click here.
5-8 Handwritten Signature
5-9 Signature Stamp
You can select whether or not to edit the characters (name and company name) of the imprint when setting up the template.
When the text of the Signature Stamp is editable
When the text of the Signature Stamp is not editable
6. Change of title from 3-point leader (...)
7. Tab "Save"
Lock Report
You can set reports to a non-editable state.
Note: This feature is available only to company admins or project admins within your organization. (Those with both company general and project general authority, or members from other companies cannot use this feature).
1. Open the report you want to lock from the report list.
2. Click "Lock Report" in the upper right corner.
3. Done.
The "Lock Report" button will turn green.
If you want to unlock the report, simply click "Lock Report" again to unlock it.
Excel Download
You can download the created reports in Excel.
Note: You cannot download the reports with the smartphone app.
1. Open the relevant project and click on "Custom Report" in the upper right corner.
2. Click on "Download Excel " from the ellipsis on the right.
Note: If multiple photos are used in a Custom Report, such as a photo report, the file size may become too large, but it is possible to set up Excel downloads with low image quality for each Custom Report. Related articles
Copying templates
If you want to make minor modifications to a report that you have already created, you can copy a report
1. click “...” on the right side of the report you want to copy.
2. click “Copy ” or “Copy(excluding stamp/signature)
If you select “Exclude stamp/signature,” the impression and handwritten signature on the original form will not be copied.
Creating Folders
Folders can be created in the same way as photos and documents.
You can create up to 100 folders at the same level.
Folder creation can be done from both computers and smartphones.
1. Tab【+Add】
2. Tab【Add Folder】
3. Enter a folder name and tap【Add】