Report preferences allow you to customize how your reports will look for each template, allowing you to show/hide different information for each preference you save. Note, you’ll want to make sure you build your template first before proceeding with these steps. For instructions on how to create your checklist, see the article here.

Learn via video

Web App: Set up report preferences

  1. Login to the iAuditor web app and select the “Templates” menu from the left-hand side.
  2. Locate the inspection template to associate preferences.
  3. Hover over that template, and select the blue “Edit” button.
  4. The template editor will launch with three tabs along the top of the page.
  5. From the template editor, navigate to the “report” tab to the right.
  6. A new report preference sidebar appears where you can add a new preference.
  7. Click “+ New preference.”
  8. Name this report preference.
  9. By default, all items are set up to appear in the report.
  10. Deselect the checkbox, to remove certain information from appearing on the report.
  11. Continue until satisfied with the outcome (interactive preview shown to the left of the preferences menu). 
  12. Choose to set as default:   Setting as default applies particular preference settings automatically each time a report is generated from this template. Set preferences as default by checking the very top box.
  13. When complete, press “Create and next.”
  14. The “Share” menu will appear.
  15. Share provides the option to default recipients who need to receive a report automatically on completion.
    IMPORTANT NOTE

    When a user creates a report using this phone on the app, it will automatically pre-populate the right email address into their email client.

  16. Press “Add” for each email address.
  17.  Once complete, select the “Save and exit” button in the upper-right corner. 
  18. The web and PDF views of your reports now reflect your preference settings.

Mobile: Set up report preferences

  1. Launch the app and navigate to the “Inspections menu”.
  2. Ensure you are on the “Templates” tab (not “in progress and complete”).
  3. Tap to edit the template.
  4. Toggle from template editor to the “report” tab.
  5. A new Report Preference button appears where you can add a new preference.
  6. Press “Report Preference”
  7. Click “+ New preference.”
  8. Name this report preference.
  9. By default, all items are set up to appear in the report.
  10. Deselect the checkbox, to remove certain information from appearing on the report.
  11. Continue until satisfied with the outcome (interactive preview shown to the left of the preferences menu). 

How do I use Report Preferences when I complete an inspection?

  1. Press the “Preferences” button in the top right corner.
    IMPORTANT NOTE

     If you see “Filters” instead of “Preferences,” means that no preferences have been set up for this report.

  2. Select from the list of preference options available. The number of options available depends on how many have been set up in the template editor.
  3. Press the > button to apply additional filters to this report if required.
  4. Choose items to add or remove for this specific report if required.
  5. Press “Done” to generate your report.
  6. Emails previously added to the preference will automatically populate your email client. If you’re using iOS (Apple), this will only work if you have successfully configured the “Mail” app. If you are using Android this will only work if you are using the Gmail or native mail app.
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