The Report Customization feature allows users to have different report templates for different clients.

Let’s go over how to set up a customized template.

• First, navigate to the REPORTS tab.
• Then select the Report Customizations gear icon.
  • Similar to your TEMPLATES tab, this is where all your report customizations are organized. There is a HelioVolta customization as an example.
• To add a new customization, select ADD CUSTOMIZATION.
• Complete the form to customize your report:
  • Name the customization
  • Upload the logo associated with that customization
  • Opt in/out of footer information
  • Edit footer information
  • Opt in/out to displaying the client name
  • Opt in/out to displaying the client company
  • Opt in/out to displaying the inspectors name
  • Opt in/out to displaying Issues marked as Pass
  • Opt in/out to displaying Issues marked as Fail
    • Opt in/out to filtering issues by Action Taken
    • Opt in/out to filtering issues by Severity Level
  • Opt in/out to filtering the report to include only certain sections of the inspection report
  • Opt in/out to displaying the inspection date
  • Opt in/out to displaying the timestamp on photos
  • Opt in/out to displaying the issue summary count
  • Opt in/out to displaying the map view of the site
  • Opt in/out to displaying the project details
  • Opt in/out to displaying the executive summary
  • Opt in/out to displaying the issue summary table
  • Opt in/out to displaying the severity definition table
  • Opt in/out of a cover page for PDF reports
    • Edit the cover page for PDF reports
    • Choose a logo for the cover page
    • Opt in/out to displaying the client name
    • Opt in/out to displaying the project name
    • Opt in/out to displaying the project power
    • Opt in/out to displaying the inspection name
    • Opt in/out to displaying the inspection scope
    • Opt in/out to displaying the inspection date
    • Opt in/out to displaying additional text
    • Edit additional text to be displayed on all reports using this customization
  • Change the photo display size
    • Options include 4×1 (smaller, standard sized photo) and 2×2 (larger photo; can only be applied to interactive and high resolution PDF reports)
• Select SAVE.

When you return to the Report Customizations page, you can find that particular customization and set it as the default for your space by selecting the double checkmark in between the edit and delete icons. 

If you have multiple customizations and need them for specific types of reports or for certain clients, you can select the customization when you generate a report.  

To do this:

• First select the gear icon to the right of the “Generate Report” button within an inspection.

• Select “Choose Report Customization”

• Select your customization

• Click the “Generate Customization” button