How to Create and Update Report Layouts
Creating Report Layouts:
To create a new report layout, go to the "Reports" section in your account dashboard and click on “Create New Report Layout.” InspectU provides various pre-built templates you can choose from, or you can design one from scratch.
Select the Report Type: Choose from options such as standard, summary, or custom reports.
Customize Sections: You can edit the sections of the report, add additional headings, tables, and text boxes, and even specify how you’d like data to be displayed (e.g., in tables, bullet points, or charts).
Include Key Data Points: Choose the inspection fields you want to display, such as the date, location, inspector name, findings, and recommendations.
Once satisfied, save the layout to your library for future use.
Updating Report Layouts:
To update an existing report layout, go to your “Reports” section, find the report you want to update, and click “Edit Layout.” Here you can change the formatting, add new sections, or adjust the data fields. All changes are automatically saved, and future inspections will use the updated layout.