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 setup your template, this includes what information should be displayed in the report, and who should see the results every time an inspection is completed.
This makes it a lot easier to set up automated workflows. If you’re someone that isn’t near a desktop computer day-to-day, you’ll still have the option to modify a report on the mobile.
Here’s a quick look at what the new report experience will look like:
Build your template, set up your report and create a workflow
Send, share and notify the right people of inspection results
Reporting on mobile
What your new PDF’s will look like
When will export profiles be transitioned to the new reporting experience?
Export profiles will transition by March 2019.
Is the new reporting experience accessible on the Android & iOS apps?
Absolutely. We are replacing export profiles with a much better experience that is user-friendly and allows you to make changes simply and easily. These improvements will be available on Android, iOS & desktop.
Which export profile features are available in the new reporting experience?
|Features & Options||Currently on Export Profiles||Will it be in the New Reporting Experience?|
|iAuditor Default Profile||Yes||Yes|
|Word export||Yes||Desktop only (Inspection List)|
|CSV export||Yes||Desktop only (Inspection List)|
|JSON export||Yes||Desktop only (Inspection List)|
|XML export||Yes||Desktop only (Inspection List)|
|Page options (margin & width)||Yes||No|
|Media options (Appendix text, resolution, quality)||Yes||N/A|
|Address, barcode scanner, date/time, drawing, media, multiple choice, signatures, text||Yes||No|
|Font & colour||Yes||No|
|Confidentiality statement||No||Available in the footer area|
|Cover page||Yes||Cover and title page become one|
|Title page||Yes||Cover and title page become one|
|Disclaimer page||Yes||Disclaimer page becomes a section|
|Table of contents||Yes||Available in PDF only|
|Audit (orientation, font, colour, width, padding, borders)||Yes||No|
|Media (show, orientation, page title, media per row, font and colour)||Yes||Media appendix in PDF only|
|Extra pages||Yes||Table of contents only|
|Send to default email address||Yes||Yes|
|Subject customisation||Yes||Will provide the default subject line|
|File, line 1, 2, 3, 4||Yes||No|
What will happen to existing export profiles that I’ve already set up?
Any existing export profiles you’ve set up will need to be set up again in the new and improved reporting experience.
What will happen to my cover page?
The title page and cover page will be the same thing in the new reporting experience. Instead you can add a background image and logo to customise how your report will look.
Will I be able to customise fonts and colours?
We have removed this ability for the new reporting experience as we want to focus on create more standardised reports for you. As with all of our features, reporting is ever-evolving and we would love your feedback to improve.
What are report filters?
Filters show and hide content on the web report, so as a user you can choose if you want to display certain information on your web report.
What are report preferences?
Preferences allow you to save filters globally. This means you can save multiple preferences for future use on any template (if you have admin rights).
Does the data centre the account has been created in impact a reporting user?
No. It doesn’t matter which data centre the account was created on.
Is the new reporting experience accessible offline?
No. In order to view the new reporting experience (web reports) the inspection needs to be synced to your account. You’ll also need to be online to send and view these reports to stakeholders.
What’s the maximum number of PDFs I can bulk export from the inspection list on the desktop?
Currently the limit of PDF’s you can export is 10.
Can I set up reoccurring reports to be sent off to an individual or group?
You’ll be able to send a reoccurring report to a group or individual with a preference attached to it. So for example, you could send a report with actions only every day, week or month. These options will be available in 2019.