Accessing the Report Builder
In the SnapInspect Web App, navigate to the Checklists Tab.
Under Checklists, select the Inspection Type you'd like to customise
2. Select Report Template
About the Editor
There are three main Panels:
Template Library
Choose from a variety of report templates available in the Template Library.
To use a template, simply drag and drop it into the Report column.
Hover over a template to see more details.
Templates under the Report Builder tab can be edited directly in the Config panel.
Templates under the Advanced tab are editable in Microsoft Word.
Report
This section displays the structure of your report.
You can reorder templates easily using the drag and drop feature.
Config
Use the Config panel to customize formatting options for Report Builder templates.
Adjust colors, column widths, and enable additional features to suit your needs.
How to Delete unwanted templates
Select the template you'd like to remove in the Report Panel.
Hover over the template in the Config Panel to bring the trash icon.
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How to Add a Summary of Specific Ratings
Hover over the templates to see it's type.
Drag and drop A3 - Template for Summary Only into the middle Report panel.
Ensure the template is selected in the Report panel, and navigate to the Config panel.
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Features customizable in the A1 template
Report Configuration: Controls the overall structure of the report β lets you choose what content is included (e.g., summary pages, failed items only, photos, comments, etc.) and how it's organized.
Report Style: Defines the visual appearance of the report β includes font choices, header layout, section styling, and general aesthetics to match your brand or preferences.
Photo Layout: Lets you set how photos are displayed β e.g., number of photos per row, placement in relation to comments or section titles.
Calculation Formatting: Determines how numerical data (like percentages and metrics) are formatted and how totals are calculated.
Cost and Pricing Formatting: Customizes how pricing information appears β including display configurations, location, and how cost breakdowns or totals are displayed.
Language & Labels: Allows you to rename or translate report terms, like changing the rating label "Good" to display something else (ie "1") on the report. This can also be useful for translating the report into different languages.
If you have any additional questions or need support, please contact the team at support@snapinspect.com.