Customising Report Content

These options let you customise the information that will be displayed on your Report to suit your own preferences.

 

To change Report Content:

iOS

  1. From the “Workspace” tab, press “Themes” in the Settings section.
  1. Select the Theme you wish to edit.
  1. Press the “Report Content” button in the Content section.
  1. The details you can edit are broken down into the following sections:
      • Front Cover - Use the toggles to show or hide the various components of the Front Cover. The Title, Reference and Date of the Inspection will always be shown.
      • Site - Using the Inclue toggle you can choose to omit all Site details, or use the Photo and Map toggles to optionally hide this information.
      • Charts - Using the Inclue toggle you can choose to omit all Charts, or use the Score, Assignees and Actions toggles to optionally hide these specific charts.
      • Content - Use the toggles to include or omit the Inspection Introduction, Summary and Signatures on your Report. You can also show or hide Report page numbers.
      • Date - Change the format and order for any dates displayed on your Report.
  1. Press the “Edit Theme” button in the top left to update and save the changes to your Theme.
  1. Press the Preview Theme button to see a sample Report with the changes you have made.
 

Web App

  1. From the “Manage Workspace” tab, press “Themes” in the Settings section.
  1. Select the Theme you wish to edit.
  1. You will see a preview of an example Report and in the sidebar you will find the following sections that:
      • Front Cover - Use the toggles to show or hide the various components of the Front Cover. The Title, Reference and Date of the Inspection will always be shown.
      • Site - Using the Inclue toggle you can choose to omit all Site details, or use the Photo and Map toggles to optionally hide this information.
      • Charts - Using the Inclue toggle you can choose to omit all Charts, or use the Score, Assignees and Actions toggles to optionally hide these specific charts.
      • Content - Use the toggles to include or omit the Inspection Introduction, Summary and Signatures on your Report. You can also show or hide Report page numbers.
      • Date - Change the format and order for any dates displayed on your Report.
  1. Press the “Save” button to update and save the changes to your Theme.
 
 
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