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How to Set Up Calculations

With SnapInspect's native calculations, you can set up basic formulas within your checklist and display these in the final report.

Updated over 6 months ago

Note: If you require complex calculations please reach out to Support.

How to Enable Percentage Calculations on Ratings

  • Navigate to the Checklists tab in the menu

  • Click on the three lines on the right-hand side of the Inspection Type you're setting up Calculations for

  • Select Config

  • Select Enable Calculation

    Note: Calculations is an additional feature, so if you don't see the "Enable Calculation option" please reach out to Support to discuss the features available for your account.

Set Up Calculations for Percent

  1. Navigate to the Checklists tab in the menu

  2. Click on the Pencil icon on the right-hand side of the Inspection Type you're setting up Calculations for

  3. Select the three lines on the right-hand side on the Area you'd like to associate calculations for

  4. Select Area Calculation

  5. For totals on each area, leave the default formula as [Total] and select Save.

  6. Next, select Items Calculation
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7. Provide a numeric value for each of your checklist ratings (for example, Good = 100, Satisfactory = 80, and Poor = 20).

Note: Ensure to update Items Calculation for each area that you'd like to use calculations in.

To add the calculations and totals to your Report Template

  1. Navigate to the Checklists tab in the menu

  2. Select your Inspection Type (blue icon) and select Report Template.

  3. In the Report column (the centre column) of the Report Template Builder, navigate to the template you'd like to add the calculation to

  4. In Config column (the right hand side column), scroll down until you see the Calculation Settings

  5. Ensure Display Calculation is "ON"

  6. Add a calculation multiplier

  7. Add a prefix or suffix if required (for example, $ as a prefix to use with cost calculations, or % as a suffix to use with ratings)

Note: For basic calculations, enter "1" for the Calculation Multiplier.

  • Once set, scroll to the bottom of the Config column and select Save.

How to Enable Percentages on Ratings

  • Navigate to the Checklists tab in the menu

  • Click on the three lines on the right-hand side of the Inspection Type you're setting up Calculations for

  • Select Config

  • Select Enable Calculation

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