Accessing the Report Builder
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: This is where you select the templates you want to use. Simply drag and drop this into the Report column. Hover over the templates to learn more about them. Templates under Report Builder tab are editable in the Config panel. Templates in the Advanced tab are editable in Word.
Report: Shows your Report structure and allows you to reorder templates with a drag and drop function.
Config: This is where you make edits to the formatting of the Report Builter template - like colours, column sizes and additional features.
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.
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.
3. Ensure the template is selected in the Report panel, and navigate to the Config panel.
Features customizable in the A1 template
Rating Display Format: Select from column or text-based rating display
Rating Display Option: Customise rating colours
Area Selector: Select from an Area in your checklist
Hide Area by Keywords:
How to Edit Template Colours
Select your template in the Report panel.
In the Config panel, scroll down to the Report Style panel.
Use your hex code or click on the colour icon to show a colour palette.
Scroll to the bottom of the Config panel and select "Save".
If you have any additional questions or need support, please contact the team at support@snapinspect.com.