Exporting

Exporting Audits

A report can be exported in various formats, including PDF, Word, CSV, XML, JSON. You can now even share your report as a live link! The PDF/Word formats can be customised on iOS and Android mobile devices. These customisation can also be applied to a specific Template to ensure consistency of exported reports for a given...

Linking a Dropbox Account

Uploading to Dropbox is even easier than email, and the only requirement is that you have a DropBox account. You can sign up for DropBox for free here. Linking a Dropbox account Tap to export any audit. Under “Send via” tick Dropbox. In the Exporting menu, tap on “Dropbox Options” under the heading “Customisation”. Tap “link Dropbox...

Deleting Export Profiles

When viewing the Export Profile screen, choose ‘Profiles’ in the top right corner. Next choose the profile you wish to delete by swiping that name to the left, as per the screen below.

Media in Export Profiles

Items in the PDF could not be Drawn This error message occurs when there is a large block of text or a large number of images in one audit field. This causes the exported information to be wider than the page. The problem is a limitation of the PDF generator. To fix it, you can break...

Audit Reports not Sending

Issues sending reports can be caused by a variety of factors. The most common problems are listed below: Exceeding Attachment File Size Limits Misconfigured E-mail Settings Device Restrictions/Corporate Network Restrictions Tapping “Send” when exporting passes control to the Mail application on your device. So if there is an issue with sending email the first thing to...

Editing the Disclaimer and Confidentiality Statement

The Disclaimer and Confidentiality Statement are a default part of exported PDF and MS Word reports. Although they are in place by default, they can be modified or removed. How to Edit the Disclaimer Page – IOS Launch iAuditor, and tap on “Audits” in the main menu. Next to any audit, tap on the “Export” button....

Email Options

The Email Options area contains a number of exporting settings. These allow you to customise the information that gets added when sending an audit via email. You can also pre-enter the recipients of the emails. The Email Options that are available, are: Default email addresses: To, CC, BCC Subject File Email Body: Line 1 Line...

Title Page (Information Section)

The Information Section is the first Section of your audit. The items in the Information Section are set by default but can be modified to an extent. Using the Information Section The Information Section is limited to the default header fields, as well as other, basic fields. You can rename the items in the Information...

Customise Reports

  So you’ve finished your audit – and now you want to send out your report. iAuditor creates a professional looking report by default, but there are ways to edit your reports to polish them up and make them your own. To customise your report Tap the “Audits” button at the bottom of iAuditor. Tap on...

Export a Template

THIS ARTICLE WILL HELP YOU Export a template. Export a Template – IOS/Apple 1. Launch iAuditor, and tap on the “Templates” view. 2. Tap on the template you would like to export. A Details panel will open. 3. Tap on the “Export” button. 4. You will be given the choice of export format: either “Template...

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