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New Reporting Experience FAQ (For current export profile users)

  • Reports

Modify and display your inspection results in a way that makes sense to your business. Introducing the 2019 reporting experience. We are creating a new reporting experience that’s available on the web and mobile app in 2019. Editing the look and feel of exported reports can now be done at the same time as you...

Sharing a web report link

  • Reports

We understand your audit report can have sensitive information that you may not want to be made public.  We have added 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)....

Adding Sites and Sites Reporting

  • Analytics
  • Reports
  • Team Management

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, analyse, and compare the performances of each of those locations. This is a brief description about setting up and using the new Sites feature. Add...

How To Set Up Scheduling

  • Analytics
  • Auditing
  • Reports
  • System/Technical Support
  • Templates

Scheduling lets managers have confidence that inspections are being completed on time, as required.  Schedules have a “start at” and “complete by” (due) time that define a time window in which a scheduled inspection may be completed before being considered missed.   Team members and groups can be assigned a recurring schedule of inspections to...

What is Organisation Data Ownership?

  • Account Management
  • Reports
  • Team Management
  • Templates

What is Organisation Data Ownership? Organisations of all sizes accumulate a lot of data and useful templates from a variety of sources.  However, issues can arise when there is no clear definition of documents that belong to your organisation Fortunately, iAuditor allows an organisation to exert ownership over the documents its users create, ensuring that...

Scheduling Quickstart Guide

  • Auditing
  • Reports
  • Team Management

iAuditor now allows you to schedule audits for your team members.  You can log in to the iAuditor web app to get started with our Quickstart Guide! Log into your account on the iAuditor web platform. Click the new Scheduling icon on the left to start! First you’ll see the scheduling menu, which will show you...

Email audit reports via Outlook with MS Flow

  • Integrations
  • Reports
  • Workflows

Picking up where the Automatically export audits with MS Flow guide left off, we will extend the flow to automatically email each audit report via Outlook. 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...

Upload audit reports to SharePoint with MS Flow

  • Cloud Storage
  • Integrations
  • Reports
  • Workflows

(Update: A ready-made template exists for this as of July 2018 that can be used as a complete solution or starting point) Picking up where the Automatically export audits with MS Flow guide left off, we will extend the flow to automatically upload audit reports to SharePoint. Add an action within the Apply to each loop and...

Automatically export audits 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 audit reports. Further guides are listed at the end of this article that explain 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 Audit?

  • Auditing
  • 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 Audits 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 Audits 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...

Web Reports

  • 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....

Audit 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...

Items in the PDF Could Not Be Drawn

  • Reports

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...

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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