We’re upgrading the reporting flow so that reports are easier to build, read, and back-up reports.

What does this include?

  • New-look reports that are easier to read
  • Report preferences, which let you decide what information should be included in shown or hidden when you automatically generate reports, and set up what email address they should be sent to in advance.
  • See full list below

What does this not include?

  • Export profiles – these are being retired. Our new system is a completely new (and must smoother) experience, which means we can’t migrate your existing profiles for you. 
  • Offline report generation – all reports will start as a web version before you can pull them down as a PDF, Word or CSV document, which means you need to be online. This is to make sure that you’ve always got a version of your report safely backed up in the cloud should you ever need to find it.

What do you need to do?

When is this change happening?

  • We’ll slowly begin to move customers to the new experience from 7th July

What’s the detailed list of what the new experience includes?

Features & OptionsWill it be in the New Reporting Experience?
Show/hide scoresCan choose whether or not to include in final reports with report preferences
Show/hide Instruction fieldsCan choose whether or not to include in final reports with report preferences
Show/hide unanswered questionsCan choose whether or not to include in final reports with report preferences
Show/hide failed itemsCan choose whether or not to include in final reports with report preferences
Show/hide actionsCan choose whether or not to include in final reports with report preferences
Show/hide scoreCan choose whether or not to include in final reports with report preferences
Send to default email addressCan set up who the default recipients are for each inspection with report preferences
Page numbersAutomatically added
Document numberCustomizable in the new template editor
Inspection titleCustomizable in the new template editor
Cover pageCover and title page will merge to one page
Title pageCover and title page will merge to one page
Disclaimer pageCustomizable in the template editor - add as a page when building your template
Confidentiality statementAvailable in the footer area, customizable in the template editor
Media (show, orientation, page title, media per row, font and colour)Shows as a media appendix in PDF reports
PDF export Export on both mobile device or desktop
Word exportAvailable on desktop (web app)
CSV exportAvailable on desktop (web app)
Table of contentsComing soon
JSON exportRemoving to reduce complexity
XML exportRemoving to reduce complexity
Page options (margin & width)Removing to reduce complexity
Media options (Appendix text, resolution, quality)Removing to reduce complexity
Font & colourRemoving to reduce complexity
Audit (orientation, font, colour, width, padding, borders)Removing to reduce complexity
Subject customisationRemoving to reduce complexity
File, line 1, 2, 3, 4 Removing to reduce complexity

 

 

 

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