Generating Reports
Turn captured trees into a client-ready PDF report. CSV and GeoJSON exports also live here.
Once you've captured trees on a property, the report is one tap. PDF for clients. CSV for downstream systems. GeoJSON for GIS imports.
Quick Start
- From an address with captured trees, tap Generate Report.
- PDF generates server-side, opens in your viewer.
- Share via email, AirDrop, system share sheet, or save to Files / Drive.
What's in the PDF
Every PDF report has the same structure:
Cover page
Property address, organization name, report date, total tree count, and a small map showing tree pin locations.
Property summary
Aggregate stats: species distribution, condition breakdown (Good / Fair / Poor / Dead), trees recommended for action, and any high-priority hazards.
Per-tree pages
One page per tree. Photo (current), pin number, species (common + scientific), DBH, height, crown spread, condition, defects, recommendations, GPS coordinates, and any free-form notes.
Methodology footer
Tools used, AI model attribution, capture date range. Useful for compliance — clients and insurers want to know how the assessment was done.
Other export formats
CSV — every tree as a row, every captured field as a column. Imports cleanly into Excel, Google Sheets, ArcGIS, or whatever asset-management system you use.
GeoJSON — every tree as a feature with point geometry. Imports into ArcGIS, QGIS, Mapbox, or any GIS tool. The properties on each feature mirror the CSV columns.
To export CSV or GeoJSON: from the address view, tap the ⋯ menu → Export → pick the format.
Visit-scoped vs property-wide reports
A "visit" is a 30-minute window of capture activity at a property. If you captured 17 trees over an afternoon and came back two weeks later to capture 4 more, that's two visits.
By default, Generate Report produces a property-wide report — every tree currently on the property, regardless of when it was captured.
To generate a visit-scoped report (just the 4 trees from this morning's revisit):
From the address view, tap Visits
You see a list of every visit at this property, ordered by date.
Tap the visit you want to report on
The visit detail shows the trees captured in that window.
Tap Generate Report
PDF includes only those trees, with the visit date in the header.
This matters when you charge per visit (a follow-up storm-damage assessment shouldn't include trees from the original inventory) or when the client is an insurer who wants the report scoped to a specific event.
Customizing the PDF
The PDF is opinionated by default — most arborists don't want to fiddle with templates. The fields that DO change per org:
- Organization name + logo — set in your org's Settings → Branding.
- Report footer text — your contact info, license number, ISA cert number.
- Cover page tagline — optional one-line subtitle on the cover.
Currently no per-report template selection. If you need a different layout for a specific client, generate the PDF and edit the cover page in your editor of choice — or request a custom template via contact.
Sharing reports
The fastest path is the system share sheet — direct email, AirDrop, or upload to client's portal.
For a permanent shareable link (good for clients who don't want PDF attachments), use Share Link. A dedicated Sharing Reports doc lands in Tranche 2.
Common Questions
How long does PDF generation take? ~5-15 seconds for a typical 10-30 tree property. Larger properties (100+ trees) can take 30-60 seconds — the server is rendering one page per tree.
Can I regenerate a report? Yes. Tap Generate Report again. The PDF is rebuilt from the current state of the captured data — any edits since the last generation are reflected.
Are reports stored? Yes. Every generated report is accessible from the address's report history, with the generation timestamp.
Can I generate a report from the web dashboard? Yes — the Generate Report button is in the same place on the address view at app.treeinventory.ai.
Related
- Capturing Trees — the data that feeds the report
- Photos and Markup — get markup into the PDF
- Hazard Rating (TRAQ) — formal risk assessment context for the recommendations section