Report Preferences can be set when you finish creating a new inspection template. Here you can customize how your reports will look for each template, allowing you to show/hide different information for each preference you save. You’ll want to make sure you first build your template before proceeding with these steps. For instructions on how to build your checklist see the article here

Web App: Set up report preferences

  1. From the template editor, navigate to the “report” tab to the right.
  2. A new report preference sidebar appears where you can add a new preference.
  3. Click “+ New preference”.
  4. Name this report preference.
  5. To remove certain information from appearing on the report, deselect the checkbox next to it.
  6. Set these preferences as a default by checking the very top box if you want them to apply each time a report is generated from this template.
    Press “Create and next”
  7. Add recipients who you want to send reports using this preference to. 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.
  8. Press “Add” for each individual email address, and wait for them to show up in the email list below. You do not have to press save once they are in the list.
  9.  Press “Edit” once you’ve finished adding email contacts and you’re done! You will return to your editable preferences list. There are no limits to how many preferences you can set up.
  10. The web view and PDF view of reports using this template will now reflect your preference.

Mobile: Set up report preferences

  1. Once you’ve finished building your checklist from the template editor, navigate to the “report” tab to the right.
  2. A new Report Preference button appears where you can add a new preference.
  3. Press “Report Preference”
  4. Press “+ New preference”
  5. Name this report preference.
  6. To remove certain information from appearing on the report, deselect the checkbox next to it.
  7. Set these preferences as a default by checking the very top box if you want them to apply each time a report is generated from this template.
  8. Press “Create, next”. 
  9. Add recipients who you want to send reports using this preference to. 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.
  10. Press “Add” for each individual email address, and wait for them to show up in the email list below. You do not have to press save once they are in the list.
  11. Press “Edit” once you’ve finished adding email contacts and you’re done! You will return to your editable preferences list. There are no limits to how many preferences you can set up.
  12. The web view and PDF view of reports using this template will now reflect your preference.

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. If emails have been added to the preference, you will automatically be taken to your email client, and the email addresses will be in the “to:” field. If you’re using iOS, this will only work if you have successfully configured the “Mail” app.
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