SpreadSmart

TABLE OF CONTENTS

• Introduction
• What is SpreadSmart?
• Compatible Report Types
• Creating Templates with Predefined Variables
• Generating a SpreadSmart Report
• Supported Template Variables
  • Team, Project, SiteView
  • Report
  • Item Enumeration 
  • Item Enumeration and Iteration Variations
  • Optional Image Sizing and Fitting

Introduction

What is SpreadSmart?

SpreadSmart is a feature that intelligently connects your CupixWorks data with Google Sheets templates. The system:

• Identifies predefined variables in your selected Google Sheet templates
• Replaces these variables with actual data from your CupixWorks projects
• Automatically populates spreadsheets with various data types including text values, numerical data, dates, and visual elements

With SpreadSmart, you can transform standard CupixWorks report data into customized formats that meet your specific company standards or client requirements with just one click.

Compatible Report Types

SpreadSmart currently supports generating reports with the following CupixWorks Report features:

• OmniNote Reports (Available now)
• Timeline Reports (Coming soon)
• Annotation Reports (Coming soon)
• SiteInsights Reports (Coming soon)
  
  

Creating Templates with Predefined Variables

Design your report template in Google Sheets and insert predefined variables where you want CupixWorks data to appear. These variables act as placeholders that are automatically replaced with your project data when generating reports.

To create effective templates:

• Review the available variables in the list below in this article
• Copy the exact variable name with its formatting
• Paste it into your Google Sheets template where needed

[Sample SpreadSmart template showing predefined variables in a Google Sheet]

Generating a SpreadSmart Report

1. Navigate to the OmniNote Report in CupixWorks.
2. Enter a Title or Description for your report, then select which OmniNotes to include by choosing from:
   • Current capture
   • Capture date range
   • Selected captures
3. Click the 'SpreadSmart Report' button to proceed.
4. When the dialog appears, sign in with the Google account where your predefined spreadsheet template is stored.
5. From the file browser, select your template Spreadsheet. If your file contains multiple sheets, choose which specific sheet to use as your template.
6. Select your preferred report format by choosing one of the layout options:
   • Data arranged in row direction
   • Data arranged in column direction
   • Create multiple sheets
7. Choose your output preference:
   • Generate as a brand new spreadsheet file
   • Insert data into your existing template file
8. The system will automatically populate all data fields according to the variables placed in your template
   
   

   Supported Template Variables

• Team, Project, SiteView

Report

Item Enumeration and Iteration

Field	Type	Description
[ItemIter.Title]	Text	Title
[ItemIter.OmniNote.Description]	Text	OmniNote description
[ItemIter.Type]	Text	Report type

Item Enumeration and Iteration Variations

Optional Image Sizing and Fitting

You can customize image dimensions by adding size parameters to image variables:

• Add 'width x height' in pixels after the image variable to set size
• Images maintain proportions while fitting within dimensions (similar to CSS 'contain')
• Set width or height to '0' to keep original proportions while fixing one dimension

Examples:

• [Project.Client.Logo480x240]: Set width to 480 pixels and height to 240 pixels
• [Project.Client.Logo480x0]: Set width to 480 pixels and maintain aspect ratio
• [Project.Client.Logo0x240]: Set height to 240 pixels and maintain aspect ratio