How to Generate a PAT or INST Report/Certificate in TruTest

Select "Open" next to the PAT and you will see a dashboard that looks like this. 

Once in the PAT, click on the Reporting tab at the top of the program. You can add remarks by clicking on "+Add Remark". To generate a report or certificate select "Client Report" or "Certificate". Under each option you can select Standard or Detailed. 

A report viewer will pop up where you can review the report. You can either print or export as a PDF or other file type.

Select "Open" next to the INST and you will see a dashboard that looks like this. To run a report for an installation, select your site. 

Then select the project.

From there, expand the arrows to edit the report. To add remarks, click “+ Add Remark”. 

Once you've made all the edits needed, click on the button “Export Report”. From here you can generate a report or certificate. 

A report viewer will pop up where you can review the report. You can either print or export as a PDF or other file type.