Report settings

Report settings are found at the top left tab next to general settings.

And as you can see here, you’ve got all the settings that you would need in order to configure how you would like your reports to be laid out, seen, and the information you have on there. And when you select the dropdown hour to right of managed types, you can actually change your settings depending on the report type, so your inventory schedule condition might have one way that you would like it to look, whereas your checkout might be slightly different, especially when it comes to disclaimers because the information you give at inventory will be different to what you give that checkout or to the type of report that you are offering in regards to a risk assessment, a standalone, a midterm of in assessment or midterm inventory.

So if we look at inventory and check in, which is the standard one, you can see here we’ve got the ability to change the layouts. So we’ve got full page header only, or no cover page. And as you can see, it changes to the left on the icon to give you a bit of an understanding, and you can also show your details, your client details or show company name, address to the cover footer.

You can also change the layout of your report rather in regards to portrait or landscape. Some people try prefer landscape because it, the way it looks on the screen, other people prefer portraits, so you’ve got the option, and you can also do this per client as well as also per report.

You can show names or tenants or landlords on the report if you want to and or you also use the default settings. You can show your table of contents and that’s really handy so that when someone’s looking at the report, they can see exactly what’s in the report and go to it very quickly, by clicking on each of the options.

You can add notes to your cover page and they can be included in your report, and default notes will be loaded on each inspection can be updated to reflect like specific information for that property or that particular visit, your disclaimers.

This is kind of like where you put, where your service does what it doesn’t do, what it includes, anything that you want your client or the person reading report to understand and know about your service, and also the limitations.

Photo sizing and layout you can choose per item. So that’s the item on the field, so at 1.2 of a field or a section or property in regards to how the photos are laid out, so you’ve got small four per row, medium three per row, large two per row or one per row depending on what you would like to see.

Some people have it as a three or two large and for a section, which tends to be on your overview, you can have it before your items, before or after your items, after all sections, or you can actually choose not to show them on your report. So as you can see, as you change the view and the option, you can see how that will look on your report.

You can also add and group together actions and liabilities, so you can group them by action, by responsibility by group or by property. And you can also sort them alphabetically as well, so again, depending on what is your priority or then depend on how you want your report to show.

And you can also show or not show your photos after each action, after all actions. If you want to show the report as a separate action report and only showcase the issues that may be the contractor, landlord, or agent need to be aware of.

You’ve also got the option to do the summary both before and after for the actions or for a specific section, and then you can actually identify the section name here.

You can show cost columns on actions if that’s something that’s got enabled and show totals for actions on reports, so this helps you and your client understand the cost of any work that needs to be done and the total overall cost as well.

Tenant feedback option is very, very important, especially when it comes to disputes. Some people have them on, some people have them off. It’s entirely up to you if you have them on, you can actually dictate as to whether tenants can comment directly onto report, so you’ve got additional column on the right hand side of the report whether they are allowed to upload pictures and you can see they will see tenant details here, it will show when the tenant made the comments and also the uploads, whether it’s underneath or as a column against the report.

And you can also show or choose not to show reports, on the report the tenant photos comments or allowed tenants to remove uploads. This is sometimes handy if tenants accidentally upload a picture, maybe you, they didn’t really want you to see or maybe is not the right one. It does happen, but it’s entirely your choices to how you showcase that, and then you’ve got declarations and signatures. This is really important because what you want to showcase here in your declaration, how long the tenant’s got to sign that report, and any additional amendments or information that need to be aware of.

And you can also set the default line, so depending on how many tenants you’ve got, so if you’ve only got a family, it might be just the lead tenant or the lead tenant plus the other tenant. But if it’s a h o or a student property, there might be six tents that you want to add and be have the ability to sign a report so you can add only default lines you want.

And then we get down to the advanced settings.

So here you can show a setting for reviews so that if you put that on, it means then that report will always go to review before it goes anywhere else.

Photo and timestamps are vital when it comes to deposit disputes, these showcase whether the report was done and also helps the adjudicator understand exactly when the issues occurred and gives them a timeline to work with. You can choose to have them off or on, as you can see here, and also default them as well.

If you want to showcase a new item being added, you could have the new item flag on and that showcase straight away that that item has been added, and the same for condition as well to highlight there’s an addition to the condition and a change that you want to maybe highlight on reports that have either yes known not applicable option within the template. You can choose whether to show any of the N/A not applicable on the report. And as you can see that changes when you toggle on or off the option.

You’ve also got an audit trail, shown audit trail, of changes on both the web report and generated reports. You can have that off or on depending if that’s something you wanna showcase or just keep internal within your own internal messaging and audit trials.

You’ve got options for PDFs to select the information to be one section per page, show the web link and show tenant details in in the footer if they’re going to be signing. And then you’ve got report delivery options; you can send a report when completed, when closed, when completed, and when closed, and then you’ve also got the typed that sends on when it’s complete. Whether that’s full report, could be changes only, so that might be for a specific report type, actions or actions only report, or it might be the client only wants a certain report sent to them, which is just the changes.

|And then you’ve got your terms and conditions.

So the end of the report terms conditions are included, so this is basically your service, any terms, conditions around signing the report, any terms and conditions in regards to how the report is managed going forward, who it can be shared with, who it cannot be shared with.

So these all the defaults and options and settings that you have per report. And as I said earlier, you can change these depending on the report type because depending on the output of the report and what it’s going to do will then potentially dictate exactly what options you do and don’t have enabled.

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