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Merge Reports

This feature allows multiple inspectors to complete different sections of the same inspection and combine them into a single final report.


Overview

Instead of one inspector completing an entire inspection, multiple inspectors can each complete the sections they are responsible for and then merge their inspections into one consolidated report. This is especially useful for large buildings & situations where inspection responsibilities are divided between team members.
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Common Use Cases

  • Large commercial buildings

  • Multi-level facilities

  • Detailed compliance inspections

  • Teams dividing inspection responsibilities

  • Faster inspection turnaround times



How Merge Reports Works


Step-by-Step Instructions

1. Start Separate Inspections

Each inspector:

  1. Opens the asset/property

  2. Starts the same inspection checklist

  3. Selects only the areas they are responsible for

  4. Completes and uploads their inspection

2. Select Inspections to Merge

After all inspections are uploaded, navigate back to the Webapp.

  1. Go to the Inspections tab

  2. Select the inspections you want to merge

  3. Click: Actions β†’ Merge Report

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3. Configure Merge Details

When merging, you add the following fields:

  1. Property/Asset

  2. Inspector

  3. Start Date

  4. End Date

Once configured, click Merge.

You'll then see the new inspection, identifiable with (Merge)
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Final Merged Report

View your report by clicking Action and choosing your preferred method.
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The merged inspection combines all completed areas into a single inspection report and PDF.

The final report will include:

  • All completed sections from each inspector

  • Combined inspection data

  • One consolidated PDF report

Important Rules

  1. Inspection Type Must Match: You can only merge inspections created under the same inspection type.

  2. Maximum Number of Inspections: You can merge up to 5 inspections at once, allowing 5 people to run the inspection simultaneously.



Best Practice Recommendations

  1. Inspectors select only their relevant areas.

Inspectors should:

  • Select only the areas they are responsible for

  • Complete only those assigned sections

Result

The merged report will be:

  • Clean

  • Organized

  • Free of duplicate sections

This produces the best final PDF output.

Note: If each inspector has all areas are selected when starting the checklist,


2. Other Scenarios

Scenario 2: All Areas Selected + Hide Unselected Items Enabled

If inspectors:

  • Select all checklist areas

  • Only complete their assigned sections

  • Enable Hide Unselected Items

Then:

  • Duplicate empty sections are hidden

  • Final report still appears clean

Result

The merged report remains usable and organized.



Scenario 3: All Areas Selected + Hide Unselected Items Disabled

If inspectors:

  • Select all checklist areas

  • Leave unrelated sections blank

  • Do NOT enable Hide Unselected Items in the report templates

Then:

  • All sections appear in the final PDF

  • Duplicate empty sections are shown

  • Reports become cluttered

Example

With multiple inspectors, the report may display:

  • Multiple Fire Alarm sections

  • Multiple Sprinkler sections

  • Repeated empty categories

This becomes increasingly messy when merging several inspections.



Recommended Best Practice

For the cleanest and most professional merged report:

βœ… Each inspector should select only the areas they are responsible for.

This avoids duplicate sections and creates a clean final PDF.




Summary

The Merge Reports feature helps teams:

  • Divide inspection workloads

  • Complete inspections faster

  • Collaborate efficiently

  • Produce one professional final report

To achieve the best results:

  • Use the same inspection type

  • Assign clear inspection responsibilities

  • Select only relevant checklist areas

  • Enable Hide Unselected Items if needed


If you have any additional questions or need support, please contact the team at support@snapinspect.com.

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