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.
Using the calculations feature allows you to set up complex calculations, but this guide walks you through how to set up basic calculations like percentages and scores.
How to Enable Percentage Calculations on Ratings (to produce a total score in percentage format, ie. 98%)
How to Enable Addition Calculations on Ratings (to produce a total score in number format, ie. 5/5)
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
Set Up Calculations for Percent
Navigate to the Checklists tab in the menu
Click on the Pencil icon on the right-hand side of the Inspection Type you're setting up Calculations for
Select the three lines on the right-hand side on the Area you'd like to associate calculations for
Select Area Calculation
For totals on each area, leave the default formula as [Total]/[Items Count (Non Zero)] and select Save.
Next, select Items Calculation
7. Provide a numeric value for each of your checklist ratings (for example, Good = 100%, Satisfactory = 80%, and Poor = 20%).
Note: 0 can not be a number. Instead, you can use 0.01.
To add the calculations and totals to your Report Template
Navigate to the Checklists tab in the menu
Select your Inspection Type (blue icon) and select Report Template.
In the Report column (the centre column) of the Report Template Builder, navigate to the template you'd like to add the calculation to
In Config column (the right hand side column), scroll down until you see the Calculation Settings
Ensure Display Calculation is "ON"
In Config column (the right hand side column), scroll down until you see the Calculation Settings:
Ensure Display Calculation is "ON"
Calculation Multiplier: 1
Calculation Format: 0.00
Calculation Prefix: Leave Blank
Calculation Suffix: Leave Blank
Calculation Column Title: Total (or edit this to your requirements, ie "Percentage Score")
Calculation Column Width: 0.10 (or edit this to your requirements to increase/decrease column width in the report)
Once set, scroll to the bottom of the Config column and select Save.
How to Set Up Calculations for Basic Addition
Navigate to the Checklists tab in the menu
Click on the Pencil icon on the right-hand side of the Inspection Type you're setting up Calculations for
Select the three lines on the right-hand side on the Area you'd like to associate calculations for
Select Area Calculation
For totals on each area, leave the default formula as [Total] and select Save.
Next, select Items Calculation
7. Provide a numeric value for each of your checklist ratings (for example, 1 = 1, 2 = 2 etc).
To add the calculations and totals to your Report Template
Navigate to the Checklists tab in the menu
Select your Inspection Type (blue icon) and select Report Template.
In the Report column (the centre column) of the Report Template Builder, navigate to the template you'd like to add the calculation to.
In Config column (the right hand side column), scroll down until you see the Calculation Settings
Ensure Display Calculation is "ON"
Calculation Multiplier: 1
Calculation Format: 0
Calculation Prefix: Leave Blank
Calculation Suffix: Leave Blank
Calculation Column Title: Rating (or edit this to your requirements, ie "Score")
Calculation Column Width: 0.10 (or edit this to your requirements to increase/decrease column width in the report)
Once set, scroll to the bottom of the Config column and select Save.
If you have any additional questions or need support to set up complex calculations, please contact the team at support@snapinspect.com.