> ## Documentation Index
> Fetch the complete documentation index at: https://docs.rdrive.io/llms.txt
> Use this file to discover all available pages before exploring further.

# How do I generate an issue/defect/record report?

> A brief introduction explaining the purpose of this guide.

### **Overview**

*A brief introduction explaining the purpose of this guide.*

* **Purpose:** Generating issue/defect/record reports
* **Who It’s For:** General users

<Note>
  Prerequisites: Able to read issue/defect/record
</Note>

The first thing you may want to know about RDrive issue reports is that we now fully support **[customised report layout](https://docs.rdrive.io/setup/company/categories/categories-issue-record-template/design-an-issue-record-report-template).** 

This means that we not only provide a standard template, but also enables the capacity and flexibility to create multiple report templates to suit the specific needs of different stakeholders.

If you have your specific requirements/ideas for the report layout, please contact your company/project admin.

**TABLE OF CONTENTS**

* [Via Plan Viewer](#via-plan-viewer)
* [Via Issue Finder](#via-issue-finder)
* [To Batch Download](#to-batch-download)

***

## **Via Plan Viewer**

Simply press the Menu icon ≡ in the top left corner of your screen to unfold the Menu and gain access to the Plan Viewer. Then you select the correct drawing.

<img src="https://mintcdn.com/rdrive/c88nBjkJUIQI3pkj/images/kb/103000035219/uXnKUrZBknGpgonmpOgORsAlt2D4BAGB2g.png?fit=max&auto=format&n=c88nBjkJUIQI3pkj&q=85&s=9175c026cb5ec5c41fe1e9efac0a7906" alt="How do I generate an issue/defect/record report?" width="1900" height="865" data-path="images/kb/103000035219/uXnKUrZBknGpgonmpOgORsAlt2D4BAGB2g.png" />

<img src="https://mintcdn.com/rdrive/SmEwcZ68fksIYiu-/images/kb/103000035219/PZHExSlY8PEPB9EoabOXuxN1KXFzdAZbXQ.png?fit=max&auto=format&n=SmEwcZ68fksIYiu-&q=85&s=fa6592db531ca17b94021db3bb80c90e" alt="How do I generate an issue/defect/record report?" width="1900" height="862" data-path="images/kb/103000035219/PZHExSlY8PEPB9EoabOXuxN1KXFzdAZbXQ.png" />

Choose your issue/defect/record pin as circled below. 

Once selected, the details will display on the upper left-hand side of your screen. You will then need to press the 3 dots ⋮ button at the top right corner of the detail display.

<img src="https://mintcdn.com/rdrive/SmEwcZ68fksIYiu-/images/kb/103000035219/DsDZbxb3NwHXQptd5vRWLx5RGr-Z9dmTSA.png?fit=max&auto=format&n=SmEwcZ68fksIYiu-&q=85&s=63c0a8018bed1b89020767f69506e546" alt="How do I generate an issue/defect/record report?" width="1916" height="858" data-path="images/kb/103000035219/DsDZbxb3NwHXQptd5vRWLx5RGr-Z9dmTSA.png" />

<img src="https://mintcdn.com/rdrive/SmEwcZ68fksIYiu-/images/kb/103000035219/_sbbim7wNz6LhjVcaLjlo0cSb6Y8OYePkw.png?fit=max&auto=format&n=SmEwcZ68fksIYiu-&q=85&s=80d8a5c64415f8b36ce6f4047f744057" alt="How do I generate an issue/defect/record report?" width="1905" height="865" data-path="images/kb/103000035219/_sbbim7wNz6LhjVcaLjlo0cSb6Y8OYePkw.png" />

Once the Menu has unfolded, press "**Download**" and the download options for this issue/defect/record will be enlarged on your screen within the window as shown below.

Select your desired report template from the window options. All you need do now is click "**Download**" to download your report.

<img src="https://mintcdn.com/rdrive/SmEwcZ68fksIYiu-/images/kb/103000035219/g3ni9hF74vLCuTAsYTja96qj5avhi9LDeA.png?fit=max&auto=format&n=SmEwcZ68fksIYiu-&q=85&s=5cfe9c77ca18b26a12afd10e3cca2f95" alt="How do I generate an issue/defect/record report?" width="1900" height="867" data-path="images/kb/103000035219/g3ni9hF74vLCuTAsYTja96qj5avhi9LDeA.png" />

From here this will display the download window, select **"Advanced"** to see additional download options and configuration.

<img src="https://mintcdn.com/rdrive/SmEwcZ68fksIYiu-/images/kb/103000035219/XT3tK6MceVIzAogXCsnKWPYDL5fjFI80hA.png?fit=max&auto=format&n=SmEwcZ68fksIYiu-&q=85&s=42e74dbe09fb99d189dc9f714a4f75ec" alt="How do I generate an issue/defect/record report?" width="1915" height="868" data-path="images/kb/103000035219/XT3tK6MceVIzAogXCsnKWPYDL5fjFI80hA.png" />

Make any selections required the click "Download".

<img src="https://mintcdn.com/rdrive/SmEwcZ68fksIYiu-/images/kb/103000035219/dRz1Nxy7foHOHFuuXboPY8bjiw0rrMekeA.png?fit=max&auto=format&n=SmEwcZ68fksIYiu-&q=85&s=1fba82f9aab5b52748672fd4e1896581" alt="How do I generate an issue/defect/record report?" width="1917" height="865" data-path="images/kb/103000035219/dRz1Nxy7foHOHFuuXboPY8bjiw0rrMekeA.png" />

If you have a custom issue report template in place, you can select this as circled below to run your report.

<img src="https://mintcdn.com/rdrive/c88nBjkJUIQI3pkj/images/kb/103000035219/gFSwws7bxo65v-ViWaiJ661tKO1nDD-sLg.png?fit=max&auto=format&n=c88nBjkJUIQI3pkj&q=85&s=158802df0fd481acddf07ac1ef2bbda0" alt="How do I generate an issue/defect/record report?" width="1917" height="867" data-path="images/kb/103000035219/gFSwws7bxo65v-ViWaiJ661tKO1nDD-sLg.png" />

***

## **Via Issue Finder**

Simply press the Menu icon ≡ in the top left corner of your screen to unfold the Menu and gain access to the Issue page by selecting the category and subcategory as shown below.

<img src="https://mintcdn.com/rdrive/SmEwcZ68fksIYiu-/images/kb/103000035219/33UN02sX26gdN3k16dlkb7TvXZ22zaOIzQ.png?fit=max&auto=format&n=SmEwcZ68fksIYiu-&q=85&s=04cd56728a1a1dd8e750840f111802d2" alt="How do I generate an issue/defect/record report?" width="1898" height="865" data-path="images/kb/103000035219/33UN02sX26gdN3k16dlkb7TvXZ22zaOIzQ.png" />

<img src="https://mintcdn.com/rdrive/SmEwcZ68fksIYiu-/images/kb/103000035219/SAVMaLRNpdxAUM-b3Srdq3kMoZWSvlnpcg.png?fit=max&auto=format&n=SmEwcZ68fksIYiu-&q=85&s=27031018e89f859975ef496cbf8672c8" alt="How do I generate an issue/defect/record report?" width="1917" height="867" data-path="images/kb/103000035219/SAVMaLRNpdxAUM-b3Srdq3kMoZWSvlnpcg.png" />

Select your issue/defect/record.

Click the Menu ≡ button on the right-hand side of your screen to unfold the Menu as shown below.

Select "**Download**" and the download options for this issue/defect/record will be enlarged on your screen within the window as shown below.

Select your desired report template from the window options. All you need do now is click "**Download**" to download your report.

<img src="https://mintcdn.com/rdrive/c88nBjkJUIQI3pkj/images/kb/103000035219/xF4U-25rQbV3Uwwt3bv28GkorsjGE0xAbA.png?fit=max&auto=format&n=c88nBjkJUIQI3pkj&q=85&s=ec40e0e40d28d4dd721e26d3bf54da75" alt="How do I generate an issue/defect/record report?" width="1916" height="863" data-path="images/kb/103000035219/xF4U-25rQbV3Uwwt3bv28GkorsjGE0xAbA.png" />

<img src="https://mintcdn.com/rdrive/SmEwcZ68fksIYiu-/images/kb/103000035219/cLWeqEsQeEcqtCsAWahwh1JU2uWShz1fdQ.png?fit=max&auto=format&n=SmEwcZ68fksIYiu-&q=85&s=cd1c29bf2b524a41dbe168c448235879" alt="How do I generate an issue/defect/record report?" width="1917" height="865" data-path="images/kb/103000035219/cLWeqEsQeEcqtCsAWahwh1JU2uWShz1fdQ.png" />

<img src="https://mintcdn.com/rdrive/c88nBjkJUIQI3pkj/images/kb/103000035219/ls9vptJOKtDBeLnQxwh7hYDyuSTQM4p3lg.png?fit=max&auto=format&n=c88nBjkJUIQI3pkj&q=85&s=621d96a9bd7291d75c1fa6ae10d36d96" alt="How do I generate an issue/defect/record report?" width="1917" height="863" data-path="images/kb/103000035219/ls9vptJOKtDBeLnQxwh7hYDyuSTQM4p3lg.png" />

If you have a custom issue report template in place, you can select this as circled below to run your report.

<img src="https://mintcdn.com/rdrive/SmEwcZ68fksIYiu-/images/kb/103000035219/_sIaMqviiDaBxR9xkYr120V5aRxxcn62lQ.png?fit=max&auto=format&n=SmEwcZ68fksIYiu-&q=85&s=a471367228e3a16442d8c7d66af63a1b" alt="How do I generate an issue/defect/record report?" width="1917" height="866" data-path="images/kb/103000035219/_sIaMqviiDaBxR9xkYr120V5aRxxcn62lQ.png" />

***

## **To Batch Download**

To download a batch of multiple issues/defects/records, you must first switch the mode from "**Browse**" to "**Select**" as shown below. 

When in "**Select**" mode, you can select multiple issues to export the report as necessary.

<img src="https://mintcdn.com/rdrive/c88nBjkJUIQI3pkj/images/kb/103000035219/yBSo7QFJuGAJW5mijRnfYseNd8Gas5d_qA.png?fit=max&auto=format&n=c88nBjkJUIQI3pkj&q=85&s=b9d1ceb9def5515160889571e4bf6edf" alt="How do I generate an issue/defect/record report?" width="1917" height="865" data-path="images/kb/103000035219/yBSo7QFJuGAJW5mijRnfYseNd8Gas5d_qA.png" />

<img src="https://mintcdn.com/rdrive/SmEwcZ68fksIYiu-/images/kb/103000035219/3Ztussvy9g0A51XOoIXQ5HUG5GyWeOG3pw.png?fit=max&auto=format&n=SmEwcZ68fksIYiu-&q=85&s=9980cc6d29d68feb8a86171e919b8d35" alt="How do I generate an issue/defect/record report?" width="1917" height="868" data-path="images/kb/103000035219/3Ztussvy9g0A51XOoIXQ5HUG5GyWeOG3pw.png" />

You also have the option of refining your download whereby you can filter and search the relevant issues/defects/records.

This can be done via the search bar located at the top of your screen as shown below.

<img src="https://mintcdn.com/rdrive/c88nBjkJUIQI3pkj/images/kb/103000035219/gQTSyPhvlFQ-YNmhEgviMwhRF4GNJLC2iA.png?fit=max&auto=format&n=c88nBjkJUIQI3pkj&q=85&s=d2f1fa066ef7ca6775f3830fb52ea52d" alt="How do I generate an issue/defect/record report?" width="1915" height="861" data-path="images/kb/103000035219/gQTSyPhvlFQ-YNmhEgviMwhRF4GNJLC2iA.png" />

Press the desired issue(s)/defect(s)/record(s) on the left-hand side of your screen, the selected issue(s)/defect(s)/record(s) will be highlighted in grey as shown below. Once you are happy with the issues/defects/records selected, press the "**Download**" button highlighted in the image below.

If you wish to batch download all of the issues/defects/records listed on the left-hand side of your screen there is an even easier way to do this. This can be done by pressing the "**Select All**" button circled below (left) followed by the "**Download**" button highlighted below.

Pressing the "**Deselect All**" button circled below (right) will remove all chosen selections listed.

<img src="https://mintcdn.com/rdrive/SmEwcZ68fksIYiu-/images/kb/103000035219/CMV6adNoUBixT8OSO2fEqe0ZbCXqSapIpg.png?fit=max&auto=format&n=SmEwcZ68fksIYiu-&q=85&s=18e1fb89bd79a43ba94b3acc3dd5ddff" alt="How do I generate an issue/defect/record report?" width="1917" height="865" data-path="images/kb/103000035219/CMV6adNoUBixT8OSO2fEqe0ZbCXqSapIpg.png" />

<img src="https://mintcdn.com/rdrive/SmEwcZ68fksIYiu-/images/kb/103000035219/3vGykPYYyc8YQ0cmqx1oVyBen_Gf6H9fqw.png?fit=max&auto=format&n=SmEwcZ68fksIYiu-&q=85&s=2780cfe1e42443a131fda82fe7e91af1" alt="How do I generate an issue/defect/record report?" width="1916" height="863" data-path="images/kb/103000035219/3vGykPYYyc8YQ0cmqx1oVyBen_Gf6H9fqw.png" />

<img src="https://mintcdn.com/rdrive/SmEwcZ68fksIYiu-/images/kb/103000035219/QrUR2EfbBS43S8vWAFmwqxwPhi7czUqgGQ.png?fit=max&auto=format&n=SmEwcZ68fksIYiu-&q=85&s=3b6dd72cd3332c23e381078dc6351d32" alt="How do I generate an issue/defect/record report?" width="1917" height="867" data-path="images/kb/103000035219/QrUR2EfbBS43S8vWAFmwqxwPhi7czUqgGQ.png" />

As above, the option is available to use your custom issue report template if in place. You can select this as circled below to run your report.

<img src="https://mintcdn.com/rdrive/SmEwcZ68fksIYiu-/images/kb/103000035219/agOcAndKcRclxF7hvEWzJT6r5E_CMQiSqg.png?fit=max&auto=format&n=SmEwcZ68fksIYiu-&q=85&s=f8be29fd186aba2d92021c75cddb7028" alt="How do I generate an issue/defect/record report?" width="1917" height="866" data-path="images/kb/103000035219/agOcAndKcRclxF7hvEWzJT6r5E_CMQiSqg.png" />
