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Results for Reports

How to use Report Preferences

  • Reports

Setting Up Report Preferences on the Web App Report Preferences can be set when you finish creating a new inspection template. Here you can customise how your reports will look for each template, allowing you to show/hide different information for each preference you save. Once you’ve finished building your checklist from the template editor, navigate...

Export a PDF Inspection Report

  • Reports

iAuditor automatically creates a formatted report for you immediately after finishing your inspection. Use these reports to generate a PDF or interactive web document that you can share with internal stakeholders, or external clients and customers. Mobile: Export a PDF After completing an inspection, or returning back to the “Inspections > In progress and complete”...

What’s different in the new reporting experience?

  • Reports

A new exporting experience will be rolled out on web and mobile on 28th May 2019. You’ll now be able to edit the look and feel of exported reports while you build your template, helping you set up an automatic workflow describing what should be displayed in the report, and who should see the results...

Sharing a web report link

  • Reports

We understand your audit report can have sensitive information that you may not want to be made public.  Web reports includes the option for you to control who has access to your audit report and also added the ability to disable the link in the event your report is sent off to the wrong person(s)....

Create and manage sites

  • Inspections
  • Reports

As the manager or operator of multiple teams that span dozens, maybe even hundreds, of different physical locations, one of the most vital facets of your job is to understand, analyze, and compare the performances of each of those locations. This is a brief description about setting up and using the new Sites feature. Add...

Email Inspection Reports via Outlook with MS Flow

  • Integrations
  • Reports
  • Workflows

Steps to Export Inspections with MS Flow Picking up where the Automatically export inspections with MS Flow guide left off, we will extend the flow to automatically email each inspection report via Outlook. Add an action within the Apply to each loop and after the Download an inspection report step. We will use Get a...

Upload inspection reports to SharePoint with MS Flow

  • Cloud Storage
  • Integrations
  • Reports
  • Workflows

Steps to upload inspections to SharePoint Picking up where the Automatically export inspection with MS Flow guide left off, we will extend the flow to automatically upload inspection reports to SharePoint. Add an action within the Apply to each loop and after the Download an audit report step. We will use Get a specific audit to retrieve data from within each...

Automatically export inspections with MS Flow

  • Cloud Storage
  • Integrations
  • Reports
  • Workflows

This guide will take you through the process of using the iAuditor connector available in Microsoft Flow, which, enables you to automatically export inspection reports. Further guides are listed at the end of this article that explains how to send the reports via Outlook or even to SharePoint. Requirements Premium iAuditor User Account iAuditor API...

Why Are My Export Profile Changes Not Being Reflected on My Inspection?

  • Inspections
  • Reports
  • Templates

If you have different needs for reports based on who they’re going to, then Export Profiles are already extremely useful for you.  But what if your customers need their reports to change – or need sections to appear/disappear? Export profiles can be changed to customise your reports’ appearance when needed. Why Update an Export Profile?...

Exporting Inspections automatically with Zapier

  • Cloud Storage
  • Integrations
  • Reports
  • Workflows

This article shows you how to export audit reports automatically with Zapier, a 3rd party service. You can also use Microsoft Flow to export to Outlook, SharePoint and many other applications. See here for more on that. Connecting information between SafetyCulture and other business tools gives you complete visibility over your operations.  With the SafetyCulture API...

Exporting Inspections Manually

  • Reports

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 customisations can also be applied to a specific Template to ensure consistency of exported reports for a given...

Export inspection reports using a web link

  • Reports

With Web Reports, you can create a live link to your completed report and share it with others. Those receiving the link will be able to view and interact with the report in a web browser of their choice (mobile or desktop). Anybody that has the unique report link is able to access the report....

Inspection CSV Export Structure

  • Reports

Output Format Overview: iAuditor uses a Comma Separated Values (.CSV) file to export the audit information. The basic structure of the output CSV is as follows: Information Headers Template / Audit information Audit Headers Item information This may seem a little confusing at first but it will be broken down in the steps that follow....

Export Profiles

  • Reports
  • Team Management

Export profiles allow the formatting and appearance of completed inspections to be customized.  An export profile can be created and attached to a specific template so that when inspections are conducted from that template, the reports will be uniform. This is useful when working in teams to help keep reports uniform and also reduce the number of...

Export profile: Email Options

  • Reports

Email Options within the Export Profiles settings allows you to default email addresses and customize the subject line and body of the emails that are sent whenever an audit report is exported and emailed. The available Email Options are: Default email addresses: To, CC, BCC Subject Email Body: Line 1 Line 2 Line 3 Line...

Reduce the File Size of Reports

  • Reports

You reports generated by iAuditor have the ability to be completely full of useful data and images.  This can, however, raise the size of your report file to the point where most email clients can’t send it.  If your file can’t be transmitted, your data doesn’t get to where it needs to be! The vast majority...

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