Create and update report layouts
What are report layouts?
What you'll need
- Any eAuditor Plan
- Web app or mobile app
- "Conduct, edit" template access level at a minimum
- Any seat type
Report layout types
You can create, edit, or delete report layouts for either a specific template or for all templates within an organization. Depending on what action you want to take on a report layout, you may require certain permissions and template access levels:
Report layouts for specific templates: You must have the “Conduct, edit” template access level at a minimum.
Report layouts for all templates: You must have the “Conduct, edit” template access level at a minimum for at least one template in your organization and the “Templates: Report layouts” permission.
Create a report layout
1. Log in to the web app.
2. Select Templates from the menu on the left-hand side.
3. Click the template and select Edit report in the side panel.
4. If this template doesn’t have any report layouts, you can start configuring the new one in the side panel. Alternatively, click Plus icon New layout on the upper-left corner of the page.
5. If you have the “Templates: Report layouts” permission, select between For this template only and For all templates.
6. Click Pencil icon on the right-hand side of the layout’s name to name the layout, then customize your settings accordingly.
6. You can also set up an email template using the Email template tab, for when your users email inspection reports via the mobile app. Please note that pre-filling is only compatible with the native mail apps on both Android and iOS devices.
7. Click Save.
8. If you want this report layout to be the default layout for inspection reports created from this template, click Choose any layout under “Default layout” and select it.
1. Open the mobile app.
2. Tap Inspections at the bottom of your screen.
3. Select the Templates tab at the top of your screen.
4. Tap the template and select Pencil icon Edit template from the pop-up options.
5. Tap Report at the top of your screen.
6. Tap Report Layout at the upper-left of your screen.
7. If this template doesn’t have any report layouts, you can start configuring the new one on this page. Alternatively, tap Plus icon New layout at the top of your screen.
8. If you have the “Templates: Report layouts” permission, select between For this template only and For all templates.
9. Tap Pencil icon at the top to name the layout, then customize your settings accordingly.
10. You can also set up an email template using the Email template tab, for when your users email inspection reports via the mobile app. Please note that pre-filling is only compatible with the native mail apps on both Android and iOS devices.
11. Tap Save at the bottom of your screen.
12. Tap Create and next.
13. If you want this report layout to be the default layout for inspection reports created from this template, tap Choose any layout under “Default layout” and select it.
Update a report layout
1. Log in to the web app.
2. Select Templates from the menu on the left-hand side.
3. Click the template and select Edit report in the side panel.
4. Click Pencil icon on the right-hand side of the layout’s name.
5. Update the layout accordingly.
6. Click Save. If the layout is for all templates, click Save and apply to all templates.
1. Open the mobile app.
2. Tap Inspections at the bottom of your screen.
3. Select the Templates tab at the top of your screen.
4. Tap the template and select Pencil iconEdit template from the pop-up options.
5. Tap Report at the top of your screen.
6. Tap Report Layout at the upper-left of your screen.
7. Tap Pencil icon on the layout name’s right-hand side.
8. Update the layout accordingly.
9. Tap Save. If the layout is for all templates, tap Save and apply to all templates.
Layout settings and email template
Style-related settings
| Setting | Description |
|---|---|
| Cover page (Premium and Enterprise plans only) |
The option to upload a cover page that is specific to a report layout. We recommend uploading an image that is A4-sized (3508 x 2480 pixels) and no larger than 5 MB. Images that are too tall or wide will be squeezed to fit A4 dimensions. |
| Logo | The option to upload a logo that is specific to a report layout. We recommend uploading a file that is within 900 x 400 pixels and no larger than 5MB. The template logo will be used if no report layout logo is uploaded. |
| Page size | The option to export reports with A4 (21 x 29.7 cm or 8.3 x 11.7 inches) or US letter (21.6 x 27.9 cm or 8.5 x 11 inches) sizing. The default size setting is A4. |
| Thumbnail size (Premium and Enterprise plans only) |
The option to choose the size of image thumbnails under each question. |
| Photo resolution | The option to choose the resolution of images. |
Content-related filters and settings
| Filter/Setting | Description |
|---|---|
| Footer | The option to include or not include a footer with page numbers for reports. You also have the option to show inspection titles in the footer and display additional information with a maximum of 100 characters. If an inspection's title exceeds one line, it'll be automatically trimmed. |
| Table of contents | The option to include or not include a table of contents at the beginning of reports. |
| Page break | The option to remove breaks between pages to save space on your reports. |
| Flagged responses | The option to display or omit flagged responses throughout reports and on the title page, or the "Flagged responses" summary page. |
| Actions | The option to display or omit actions throughout reports and on the title page, or the "Actions" summary page. |
| Disclaimer | The option to include or not include a disclaimer at the beginning of reports. You also have the option to customize the disclaimer if turned on. |
| Inspection results | The option to display or omit inspection pages from reports. If the report layout is template-specific, you also have the option to display or omit specific pages from reports. Keep in mind that this does not remove the "Flagged responses" and "Actions" summary pages if both are turned on. |
| Media summary | The option to choose the size of images for the media summary in your PDF and Word reports. |
| Scores | The option to display or omit all scores from reports. |
| Instructions | The option to display or omit template instruction fields from reports. |
| Unanswered questions | The option to display or omit all unanswered questions from reports. |
| Checkboxes | The option to display or omit checked and unchecked responses from reports. |
Email template fields
- Setting up email templates doesn't result in completed inspection reports sending automatically. To automate emailing inspection reports, you can use an integration. If you're interested in emailing inspection reports automatically without using integrations, please let us know by submitting your feedback .
| Field | Description |
|---|---|
| To: | The email recipients to pre-fill. |
| Cc: | The carbon copy (Cc) email recipients to pre-fill. |
| Bcc: | The blind carbon copy (Bcc) email recipients to pre-fill. |
| Subject: | The email subject to pre-fill. You can use the formatting options to pre-fill inspection details. |
| Email body | The email body to pre-fill. You can use the formatting options below to pre-fill inspection details. |
The following formatting options can be used in the “Subject” and “Email body” fields to dynamically pre-fill inspection details:
[TemplateTitle]: The template title. For example, “Office Risk Assessment”.
[InspectionTitle]: The inspection title. For example, “Surry Hills / 20 Jul 2020”. Learn more about how to customize your inspection title for each template.
[InspectionDate]: The date and time the inspection was completed, in yyyy-Month-dd hh:mm XM format. For example, “2020-Feb-26 5:31 AM”.
[Score]: The inspection score in percentage. For example, “80%”.
Please note that the formatting options must be entered in the outlined uppercase and lowercase to work. For example, “[Score]” must be used with an uppercase “S”.
- The option to pre-fill email template fields when sending inspection reports is only compatible with the native mail apps on both Android and iOS devices.