# Generate PDF reports

<div class="ng-access" markdown>
**Who can do this:** <span class="ng-badge ng-badge--superuser">Superuser</span> <span class="ng-badge ng-badge--admin">Admin</span> &nbsp;·&nbsp; **Where:** the *Create Report* / *Print Report* buttons on client, site, and equipment pages
</div>

NorthGrid produces polished, tenant-branded PDF reports at three levels. There's no report builder to configure — select the button, and the PDF opens in a new tab ready to print, save, or send.

<!-- SCREENSHOT: reports-01.png — a generated site report cover page with tenant branding -->

## The three report levels

**Equipment report** — from an equipment record's **Print Report** button. A complete sheet for one unit: its attributes, photos, deficiency status, and inspection history.

**Site report** — from a site's *Create Report* action. The full package for a site visit: site details, the equipment list, and **one page per piece of equipment** — plus an optional intro page (see Branding below).

**Client report** — from a client's *Create Report* action. The same treatment across every site the client has.

Reports embed the record's photos (automatically resized for print) — and where a unit has an **IR Report PDF** attached, its pages are imported *natively* into the output, so the thermal report rides along at full quality instead of as a shrunken image.

## Branding is automatic

Every report picks up your tenant's [Branding Settings](../administration/branding-settings.md) without any per-report setup:

- Your **logo** on the cover and headers
- **Report Title Color** and **Report Accent Color** (or your Primary/Secondary colors where no override is set)
- Your **PDF Footer Text** on every page
- The **Site Report Intro Page** — a title and body you write once, rendered as the report's opening page when enabled

This is also what makes client-facing deliverables look like *your* company's work product — worth a five-minute pass through Branding Settings before sending the first report to a customer.

## What Viewers see

Report content follows the same rule as the equipment pages: **internal and draft deficiency notes never appear** in client-facing output — only final report notes do. Write customer-appropriate findings into the final notes field before generating.

## Troubleshooting

**The report is missing a unit's thermal data.**
:   IR pages embed from the unit's attached **IR Report PDF**. If none is attached, there's nothing to import — upload the PDF to the equipment record first.

**The report shows default colors / no logo.**
:   Your tenant's branding hasn't been set yet. Configure it once in [Branding Settings](../administration/branding-settings.md); every report from then on inherits it.

**A deficiency I logged isn't in the report.**
:   Check which notes field it's in — internal and draft notes are excluded by design. Move the customer-facing wording to the final report notes.

**Generation is slow for a big site.**
:   A site report renders a page per unit plus every photo and embedded IR PDF — large sites take longer. Give it a moment; the tab will populate when the PDF is built.

## Related articles

- [Branding Settings](../administration/branding-settings.md) — logo, colors, footer, and intro page
- [Equipment details](../sites-equipment/equipment-details.md) — Print Report and IR attachments
- [Site details](../sites-equipment/site-details.md)
