The Reports section in InspectU gives you visibility into inspection activity, checklist completion, and task progress across your organization. To access it, click Reports in the left-hand navigation menu.

Reports are organized into three tabs: Inspections, Checklists, and Tasks. Each tab offers different report types tailored to that category of work. Within each tab, use the Select Report Type dropdown to choose the report you want to generate.

Inspections Reports

The Inspections tab offers three report types.

1. Completion Report

The Completion Report gives you a high-level summary of inspection completion across your organization. It is designed to quickly show you which inspections have been completed, are still outstanding, or fall into a specific status — ideal for compliance tracking and oversight.

Filters available:

Date Ranges — Filter results by either the Completion Date (when the inspection was submitted) or the Due Date (when it was originally due). Select one to define the time window for the report.

Filter by — Narrow down the data by one of three options:

• None — Returns all inspections across the organization.
• Sites — Adds a "Select Sites" dropdown so you can pull data for one or more specific sites.
• Users — Adds an "Assigned to" panel showing all users by name, role, and associated sites. Select one or more users to see their inspection activity.

Select Status — Filter by one or more inspection statuses. If left empty, all statuses are included. Available statuses are: Approved, Assigned, Pending Review, Review Required, Draft, and Action Requested.

Export options: Create PDF or Create Completion CSV

2. Detailed Report

The Detailed Report provides a searchable, filterable list of all inspections. Unlike the Completion Report, this view lets you search for specific inspections by name, site, category, or submission details — making it useful for auditing individual records or finding a particular form.

Filters available (click Show Filters to reveal):

• Inspection Name — Search by the name of the inspection.
• Category — Filter by category.
• Due Date (From / To) — Set a date range using the from and to fields.
• Site — Filter by a specific site name.
• Submitted By — Filter by the name of the user who submitted the inspection.

Click Apply Filters to update the results or Clear All Filters to reset.

The results table displays columns for: Inspection Name, Category, Due Date, and Site. You can also control the sort order and entries per page.

Note: The Detailed Report is a view-only list — there are no export buttons. Use it to locate and review specific inspections.

3. Custom Report

The Custom Report allows you to generate a formatted PDF based on a pre-configured custom report template built for a specific district. These reports pull structured data based on fields you define in advance.

How to generate a Custom Report:

1. Select the District from the dropdown.
2. Under Available Custom Reports, select the custom report you want to run.
3. Configure the filters: Date Ranges (Completion Date or Due Date), Filter by (None, Sites, or Users), and Select Status.
4. Click Create PDF to generate and download the report.

Managing Custom Reports:

Click Manage Custom Reports to create, edit, or delete custom report templates. Each custom report template includes:

• Custom Report Name — A label for the report.
• Report Base Type — The category of data the report draws from: Inspections report, Checklists report, or Tasks report.

Once a base type is selected, you choose the specific fields to include (e.g., Inspection Name, Owned By, Submitted By, School, Due Date, Category, Date Submitted, Approval Date, Approved By, Status).

Custom reports are available per district, so they can be tailored to each organization's specific reporting needs.

Export options: Create PDF only

Checklists Reports

The Checklists tab offers the same three report types as Inspections — Completion Report, Detailed Report, and Custom Report — and they function identically, with all references to "inspection" replaced by "checklist."

Completion Report — Filters by Completion Date or Due Date, with options to filter by None / Sites / Users and by status (Approved, Assigned, Pending Review, Review Required, Draft, Action Requested). Export as PDF or Completion CSV.

Detailed Report — A filterable list of all checklists with filters for name, category, date range, site, and submitted by. View results on screen.

Custom Report — Select a district, then choose from available custom checklist report templates. Export as PDF.

Tasks Reports

The Tasks tab offers two report types: Tasks Completion Report and Custom Report. Unlike Inspections and Checklists, there is no Detailed Report for Tasks.

1. Tasks Completion Report

The Tasks Completion Report provides a summary of task completion status across your organization.

Filters available:

Date Ranges — Filter by Completion Date or Due Date.

Filter by — Narrow results by None, Sites, or Users.

Note: The Tasks Completion Report does not include a status filter — it returns data across all task statuses based on your date range and filter selection.

Export options: Create PDF only (no CSV export available for tasks)

2. Custom Report (Tasks)

The Tasks Custom Report works the same as the Inspections and Checklists Custom Report. Select a district, choose an available custom report template with a "Tasks report" base type, configure your filters, and export as a PDF.

Quick Reference

Tips

• Use the Completion Report for compliance tracking. It's the fastest way to see who has and hasn't completed inspections or checklists within a given period.
• Use the Detailed Report for audits. When you need to locate a specific submission or review historical records, the search and filter options make it easy to find what you're looking for.
• Custom Reports are great for district-level reporting. If you regularly need formatted PDFs with specific fields for stakeholders or regulatory submissions, work with your admin to set up a custom report template that pulls exactly what you need.
• Filter by Sites or Users in the Completion Report to quickly assess performance at the site level or check in on individual team members.
• CSV exports are available for Inspections and Checklists Completion Reports — useful for importing data into spreadsheets or other tools for further analysis.