CHOOSING USEFUL TREE SURVEY EXPORT DELIVERABLES

Agree what the recipient needs to do with the data before choosing an export format. A report, spreadsheet and editable project serve different purposes and should be described in the handover.

Project/site:
Prepared by/date:
Version:

Recipient task
Explain how the files will be used.
Notes:

Required format
Confirm PDF, CSV or another agreed deliverable.
Notes:

Field coverage
Identify information expected in each output.
Notes:

Evidence coverage
State whether images and source references are included.
Notes:

Opening check
Record the application and result used to review the export.
Notes:

CHECKS
[ ] Do not assume a PDF contains the editable project or all source photographs.
[ ] Test the actual exported file on the recipient’s intended workflow.
[ ] Keep a contents note and a copy of the issued package.

Outstanding questions:
Source references:
Review and next action:

Scope: Available exports depend on the application and project; this page does not promise arbitrary format support.

This is a general worksheet, not an automated application feature.
https://canopyapp.app/resources/tree-data-export-planning