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REPORTS

Report Customizations

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.

Then to assign the customization to a project:

      • Navigate to the projects tab
      • Select Edit (pencil icon) for the associated project
      • Scroll down to the prompt: “Customize the PDF reports by default?”
      • Use the dropdown to select the desired customization
      • Select SAVE
      • Select DONE on the next page