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 steps to export an inspection.

Export profiles can only be created and managed on Apple and Android devices through the iAuditor mobile app. The option is not available on the iAuditor website or Windows app.
IMPORTANT NOTE

Export Profiles that have been applied to a template remain attached to that template when it is synced and shared, and when it is exported as a template file.

Why are my export profile changes not being reflected on my audit?

Managing Export Profiles – Apple

Creating and Attaching an Export Profile

  1. Find the template the export profile will be created for in the template list under the Inspections tab and tap on the pencil icon to enter the template editor for it.
  2. Tap on the details tab near the top-right of the template editor.
  3. Tap on the gear icon in the far upper-lefthand corner of the template editor and choose the option to “Manage Export Profiles” from there.
  4. Tap on “Edit settings and manage device profiles”.
  5. Tap on “Profiles” in the far upper-righthand corner and then tap on “New” in the pop up to create a new export profile.
  6. Enter the name for your new export profile and tap “Save”.
  7. You can now tap on “Customise” for both document types and delivery options to configure specific export profile settings (more on these settings below).
  8. Once the settings are configured, tap on the back arrow on the far upper-lefthand side to back out.
  9. The options to “Save as” and “Save will appear to the right of the profile name. “Save as” will create a new profile. “Save” will apply the settings to the current export profile selected.
  10. Once saved, tap on the back arrow on the far upper-lefthand side once more to get back to the first export profile screen.
  11. Tap on the new export profile in the list to select it and attach it to the template. A blue checkmark will appear to the right of it to confirm it is the active profile on the template.

Editing an Existing Export Profile

  1. Find the template the export profile will be created for in the template list under the Inspections tab and tap on the pencil icon to enter the template editor for it.
  2. Tap on the details tab near the top-right of the template editor.
  3. Tap on the gear icon in the far upper-lefthand corner of the template editor and choose the option to “Manage Export Profiles” from there.
  4. If the export profile to be edited is attached to the template, please deselect it by tapping on it. This will remove the blue checkmark showing up to the right.
  5. Tap on “Edit settings and manage device profiles”.
  6. Tap on “Profiles” in the far upper-righthand corner and select the profile to be edited from the list.
  7. Tap on the “Customise” options for document types and delivery options to make any changes as necessary.
  8. Once the settings are configured, tap on the back arrow on the far upper-lefthand side to back out.
  9. The options to “Save as” and “Save will appear to the right of the profile name. “Save as” will create a new profile. “Save” will apply the settings to the current export profile selected.
  10. Once saved, tap on the back arrow on the far upper-lefthand side once more to get back to the first export profile screen.
  11. Tap on the export profile in the list to select it and attach it back to the template. A blue checkmark will appear to the right of it to confirm it is the active profile on the template.

Managing Export Profiles – Android

IMPORTANT NOTE

The export profile settings on Android will only show up if the “Advanced Template Editor” is enabled. Please follow the steps below to enable this.

 

  1. Tap on “More” on the bottom-right in iAuditor.
  2. Tap on “Settings”.
  3. Tap on “Template Editor”.
  4. Tap on the checkbox to “Enable Advanced Template Editor”.

Creating and Attaching an Export Profile

  1. Find the template the export profile will be created for in the template list under the Inspections tab and tap on it.
  2. Tap on the option to “Edit template”.
  3. Tap on the three dots in the far upper-righthand corner and choose the option for “Export Profiles” near the bottom of the list.
  4. Tap on the edit option to the right of “Manually edit device profiles”.
  5. Tap on “Select Profile” in the far upper-righthand corner and then tap on “New” in the pop up to create a new export profile.
  6. Enter the name for your new export profile.
  7. You can now tap on “Customise” for both document types and delivery options to configure specific export profile settings (more on these settings below).
  8. Once the settings are configured, tap on the back arrow on the far upper-lefthand side to back out.
  9. Tap on the back arrow again to go back to the “Select Export Profile” page. This will save the settings automatically.
  10. The new export profile will not show up in the list automatically. You will need to back out of the export profile settings completely and then go back in to see it.
  11. Once back in the export profile settings, you will now see the new profile in the list. Tap on the box to check it and attach it to the template.

Editing an Existing Export Profile

  1. Find the template the export profile will be created for in the template list under the Inspections tab and tap on it.
  2. Tap on the option to “Edit template”.
  3. Tap on the three dots in the far upper-righthand corner and choose the option for “Export Profiles” near the bottom of the list.
  4. If the export profile to be edited is attached to the template, please deselect it by tapping on the checkbox. This will remove the blue checkmark showing up to the left.
  5. Tap on the edit option to the right of “Manually edit device profiles”.
  6. Tap on “Select Profile” in the far upper-righthand corner and select the profile to be edited from the list.
  7. You can now tap on “Customise” for both document types and delivery options to configure specific export profile settings (more on these settings below).
  8. Once the settings are configured, tap on the back arrow on the far upper-lefthand side to back out.
  9. Tap on the back arrow again to go back to the “Select Export Profile” page. This will save the settings automatically.
  10. Once back in the export profile settings, tap on the box to check the updated export profile so it is attached to the template again.

Export Profile Options

Document Types

The document type options will allow you to format how the export report looks. Tapping on the + icon (Apple) or “Select” option (Android) will allow you to choose the filetype the settings will apply to when exporting. The following settings are available for PDF and Word exports.

  • General Options
    • Page Options – Change the margins and page width/height.
    • Media Options – Set the appendix text, change media resolution and media quality.
    • Omit Options – Exclude some fields from the report.
    • Footer Options – Choose what information to display in the footer.
  • Pages Options – Set the appearance of the report.
    • Cover Page
    • Title Page
    • Disclaimer Page
    • Table of Contents
    • Failed Responses
    • Action Options
    • Inspection Options
    • Media
  • Extra Page 1,2,3 – Add blank pages for further comments.
IMPORTANT NOTE

The only options available for CSV, JSON, and XML file types are media options.

Delivery Options

  • Default Email Addresses – Add emails for To, CC, and BCC to automatically be added when generating the email to send the report.
  • Subject and File Name – Set the parameters for how the subject of the email and name of the file should show.
  • Body – Set up to 3 lines of information in the body of the email

The subject, file name, and body requires using specific codes to populate the data. The below screenshot shows the specific codes that are required to set this info.