Export Profiles allow you to customize the export settings and appearance of your final audit report. An export profile can be created and attached to a specific template so that when audits are conducted from that template, the reports will be uniform. This is useful when working in teams, and reduces the number of steps to export an audit.

Warning: Export Profiles can only be created on the device through iAuditor.

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.

Creating and Attaching an Export Profile – iOS

1. Launch iAuditor, find the template that you wish to create an Export Profile for and tap on the pen to access the template editor view.

2. Tap on ‘Details’ and the cog in the top left hand corner to access the ‘Options’ menu.


3. In the ‘Options’ menu, tap on ‘Manage Export Profiles.’

4. Tap on ‘Edit settings and manage device profiles.’

5.In the ‘Export’ menu, tap on ‘Profiles’ and ‘New’ to name and start creating an Export Profile.

6. When creating an Export Profile, you can select the report format(s), customize the look and feel of the report itself, or customize email settings – default email addresses for ‘to’. ‘cc’ and ‘bcc’ fields, and the information that will show in the body of the email.

   

Inside the PDF/Word Options you will be able to edit the following parts for your PDF/Word report:

  • 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 – Set the appearance of the report. In this area you are able to modify
    • the Cover Page
    • the Title Page
    • the Disclaimer/Statement page
    • the Table of Contents
    • Follow-Up Action pages
    • Audit pages
    • Media/Appendix Page
  • Extra Page 1,2,3 – Add blank pages for further comments

7. To save your export preferences, navigate back to the ‘Export’ menu and tap ‘Save.’

8. Navigate back to the ‘Export Profiles’ page and select the profile that was created to attach it to the template. Once selected, you will see a blue tick next to it. The template can now be closed, synced and shared to other users with the attached Export Profile.

Editing Export Profiles

If you have previously linked an Export Profile to a template, changes made to the local Export Profile are not automatically reflected in the template profile. To update the Export Profile attached to a template with changes you have made to the local Export Profile follow the following steps:

  1. Launch iAuditor, find the template that you wish to create an Export Profile for and tap on the pen to access the template editor view.
  2. Tap on ‘Details’ and the cog in the top left hand corner to access the ‘Options’ menu.
    3. In the ‘Options’ menu, tap on ‘Manage Export Profiles.’

 4. You will now see a list of Export Profiles and any that are attached to the template will display a tick. Deselect the one you wish to update and tap on ‘Edit settings and manage device profiles.’

5. Tap on ‘Profiles’ in the top right corner, load the new profile and continue making any changes to the export preferences. Once the changes have been made, tap on ‘Save.’

6. Navigate back to the ‘Export Profiles’ page and select the preferred profile to attach it to the template. Once selected, you will see a blue tick next to it. The template can now be closed, synced and shared to other users with the attached Export Profile.

Applying an Export Profile – Android

1. Launch iAuditor, tap on the template that you wish to create an Export Profile for and tap ‘Edit’ to access the template editor view.

2. Tap on the 3 dots in the top right hand corner and select ‘Export Profiles’ from the dropdown menu.


4. Tap on ‘Edit’ in the ‘Manually edit device profiles’ option, ‘Select Profile’ and ‘New’ to create your Export Profile.

   

6. When creating an Export Profile, you can select the report format(s), customize the look and feel of the report itself, or customize email settings – default email addresses for ‘to’. ‘cc’ and ‘bcc’ fields, and the information that will show in the body of the email.

   

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 
Export OptionsInside the PDF/Word Options you will be able to edit the following parts for your PDF/Word report:

  • 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 – Set the appearance of the report. In this area you are able to modify
    • the Cover Page
    • the Title Page
    • the Disclaimer/Statement page
    • the Table of Contents
    • Follow-Up Action pages
    • Audit pages
    • Media/Appendix Page
  • Extra Page 1,2,3 – Add blank pages for further comments

7. To save your export preferences, navigate back to the ‘Select Export Profile’ menu. Your settings will save automatically. Now select the profile that was created to attach it to the template. Once selected, you will see a blue tick next to it. The template can now be closed, synced and shared to other users with the attached Export Profile.

Editing Export Profiles

If you have previously linked an Export Profile to a template, changes made to the local Export Profile are not automatically reflected in the template profile. To update the Export Profile attached to a template with changes you have made to the local Export Profile follow the following steps:

1. Launch iAuditor, tap on the template that you wish to create an Export Profile for and tap ‘Edit’ to access the template editor view.

2. Tap on the 3 dots in the top right hand corner and select ‘Export Profiles’ from the dropdown menu.

   

3. In the ‘Select Export Profile’ will be a list of Export Profiles and any that are attached to the template will display a tick. Deselect the one you wish to update and tap on ‘Edit settings and manage device profiles.’

4. Tap on ‘Select Profiles’ in the top right corner, select the previously created Export Profile and continue making any changes to the export preferences. Once the changes have been made, tap on the back arrow. The changes will be automatically saved and you can select the amended profile to attach it to the template. The template can now be closed, synced and shared to other users with the attached Export Profile.