This article covers the types of reports, how to create them, and how to locate them once generated in app.

Overview of Reports in Inspections App

• Reports allow you to convert your inspection data into an easy to read document
• This document can be branded and formatted to suit your needs and can be shared from your device or downloaded as PDF
• Reports are a snapshot of your inspection from the point in time when the report is created
• You are not able to edit the rating selections, notes or photos in a report
• To make changes, you will need to edit the original inspection and then generate a brand new report

Finding Previously Completed Reports

• To find report you've previously completed, filter the inspections list by completed and search or filter for the unit.
• You will then see previously completed inspections
• Open the inspection and tap on the page icon in the top right corner of the screen
• From here you can see all reports attached to the inspection

Creating a Standard Report to Complete an Inspection

• If you're in your inspection, our most common workflow to finish is to preview your report immediately
  • This often ties in with the collection of signatures from tenants or yourself as documentation of the date and time of the inspection
• To create a report from your inspection tap the Complete button at the bottom of the screen.
• In the Report Preview you can share the report without a signature
• As well, you can collect signatures on your device by tapping Finalize
  • You can choose to sign the report now or sign the report later
  • Once you have added a signature or signatory, you can close share the report via email, or close it and return to the unit list
• Report settings can be managed on the desktop version of HappyCo