Reporting

Turn one site record into the reports each team needs

Generate bills of materials, floor plan PDFs, field data exports, and photo reports without rebuilding the same project details in separate files.

Built for security integrators who need proposal-ready outputs, cleaner handoff, and less manual report assembly.

Bill of materials report showing categorized devices, part numbers, accessories, and quantities.

Guided builder

Build the report without rebuilding the job

OneSurvey walks the team through the report flow so the final output stays tied to the same project record used during survey, review, and handoff.

Step 1

Choose the report type

Start with the output you actually need: bill of materials, device details, field survey details, install handoff details, floor plan PDF, or photo report.

Step 2

Pick the right site inputs

Select the surveys, floor plans, device types, photos, or albums that belong in the export instead of dumping everything into one file.

Step 3

Set the details that shape the output

Name the report, choose the fields that matter, and optionally add a branded cover page before generating the file.

Step 4

Queue it and download when ready

Reports are generated server-side and saved back to the project so your team can download the finished file when processing is complete.

Audience fit

Match the output to the team that needs to act next

One survey record can support estimating, internal review, install planning, customer handoff, and future service as long as the export is shaped for the audience reading it.

Estimating and procurement

Use bills of materials and selected device data to give purchasing and estimating teams a clearer view of quantities, parts, and accessories.

Design review and approvals

Share floor plan PDFs and photo reports that make scope, site conditions, and visual context easier for reviewers to understand quickly.

Install handoff

Export install handoff details and field survey details so field teams get the device notes, status, and context they need before work begins.

Future service and reference

Keep generated reports tied to the project record so the same documentation stays useful for turnover, audits, and follow-up visits.

Bill of materials report showing categorized devices and quantities.

Workflow

Material summary

Photo report preview arranged for client and internal review.

Workflow

Photo report preview

Gallery view used to review and select photos for reporting.

Workflow

Select supporting photos

Site detail view showing the project tabs used before generating reports.

Workflow

Use the site context

Report types

Choose the output that fits the job

Different deliverables serve different decisions. Pick the report that helps the next person review scope, buy equipment, install cleanly, or approve the work.

Bill of Materials

Summarize device quantities, SKUs, part numbers, and accessories for procurement, scope review, and pricing conversations.

Device Details

Export the device fields that matter most, such as label, model, IP, MAC, accessories, and other device-level details.

Field Survey Details

Package survey fields, descriptive location, mounting details, and on-site notes for review and planning.

Install Handoff Details

Share installation status, access notes, assigned technician, timing, and other install-specific details in one report.

Floor Plan PDFs

Generate printable floor plan outputs with the placed devices rendered on the latest plan for internal review or customer handoff.

Photo Reports

Build photo-based PDFs from selected site images or albums so reviewers can follow visual evidence without digging through the gallery.

Share with confidence

See how OneSurvey handles reporting from proposal to handoff

Bring the reports you use today and we will show how OneSurvey can make them cleaner, faster to generate, and easier for each team to act on.

OneSurvey workflow

  • Survey

    Capture site conditions, element data, and field photos.

  • Design

    Place devices on scaled floorplans and review layouts.

  • Report

    Generate floorplan, photo, and bill of materials reports.

Floorplans

Site Photos

Reports