This article covers how to access and customize the formatting for your inspection reports in the Happy Property: Maintenance app.
How to Access Your Report Settings
Report settings, where you customize the look of your reports, can only be accessed when generating new reports
On iPhone and iPad, you can create a new report from any inspection, whether in progress or already completed by entering the inspection and tapping the reports icon, the Plus and Paper icon in the top right of the inspection screen
If the inspection is complete you need to tap the Create New button as well
Next, choose the type of report you wish to create
Then click on the Settings button in the lower left corner
On Android, enter the inspection then tap clipboard icon in the lower right corner
Click on the Add Report option
Select the type of report you wish to create
Click the double sliding bar icon in the upper right corner to open Settings
Displaying Ratings In Columns
Column style reports are a great visual way to quickly see the condition of your unit or property
Rather than the value printing out in your reports as text for your ratings (for example Good, Marked, Needs Replacing) will be set as a column header and a checkmark printed in the corresponding column when a rating has been selected
If there are different rating sets in your sections, each type of rating: checkbox, radio-button and drop-down, will have their own group of columns in your report
To display your reports in columns, go to your report settings under Report Formatting
Tap the switch next to Column Style Report so the checkbox turns green
The report preview will then update and display your report in column style
When you're done changing the report style, or changing any other report settings, make sure you save them as a Preset to be able to access across devices and the web
iPad or iPhone - tap the checkmark at the lower left to close the settings and return to the report
Android - tap the back arrow in the upper left to close settings and return to the report
You can then complete and share your report
Displaying Items That Have Not Been Rated
By default Inspections hides items in your inspection which have not been rated
You may want these empty items to be displayed
To display empty items, in your report settings under Report Formatting tap the switch next to Show Empty Items so it turns green
The report preview will then update and display empty items in your report
When you're done updating the way empty items are displayed, or changing any other report settings, make sure you save them as a Preset to be able to access across devices and the web
iPad or iPhone - tap the checkmark at the lower left to close the settings and return to the report
Android - tap the back arrow in the upper left to close settings and return to the report
You can then complete and share your report
Displaying Photos Underneath Each Section Instead of an Appendix
By default the Happy Property: Maintenance app will format your reports so photos are included as an Appendix at the end of your report, titled 'Photos' and the date of your inspection
You may find it easier to compare ratings and notes with your photos by having them underneath each section in your report
To display your photos under each of their respective sections on your reports, in your report settings under Report Formatting tap the switch next to Photo Inline so it turns green
The report preview will then update and display your photos underneath each section
When you're done updating the way your photos are displayed, or changing any other report settings, make sure you save them as a Preset to be able to access across devices and the web
iPad or iPhone - tap the checkmark at the lower left to close the settings and return to the report
Android - tap the back arrow in the upper left to close settings and return to the report
You can then complete and share your report
Displaying Notes in a Different Format
By default the Happy Property: Maintenance app will display your notes in a box to the right of your ratings
You may want to display this box underneath your ratings, for example if you want more room for longer form notes
Alternatively, you can hide the notes and only display your ratings
To have your notes displayed underneath ratings, or hidden, in your report settings under Report Formatting tap the switch next to Notes Preferences dialogue to bring up the note settings
The default setting is Display Inspector Notes Inline
It will be highlighted green and have a checkmark to the left
To display your notes under ratings, tap Display Inspector Notes Below Ratings
Next, tap the checkmark at the top right of the note settings
To hide your notes altogether, tap Hide All then tap the checkmark at the top right of the note settings
Your report preview will then update to show the adjusted notes settings
When you're done updating the way your notes are displayed, or changing any other report settings, make sure you save them as a Preset to be able to access across devices and the web
iPad or iPhone - tap the checkmark at the lower left to close the settings and return to the report
Android - tap the back arrow in the upper left to close settings and return to the report
You can then complete and share your report
Adding an Additional Field On Your Report for Extra Notes
By default the Happy Property: Maintenance app only displays the notes you, as the inspector, have completed in your inspection
If you would like an additional field to be displayed on a final report you can add a blank area for extra notes
For example, if you're preparing reports that are used as move in reports and you would like an area for tenants to make their own notes on a hard-copy of the report, you can add an Extra Notes field and label it Tenant Comments
Similar to the default inspector's notes, you can choose to display this extra field either in line with the item and rating, or underneath the ratings
To add an extra notes field to your reports, in your report settings tap Report Formatting,
Then Notes Preferences and select either Display Notes and Extra Notes Inline, or Display Inspector Notes and Extra Notes Below Rating
Next, tap the checkmark at the top right
The report preview will then update to show an extra box for notes that can be completed on a hard-copy of the report
The default name of the extra notes field is Notes 2
To rename the extra notes, in your report settings tap Report Formatting, then Extra Notes Title
Enter the name, for example 'Tenant Comments', then tap the checkmark at the top right
Your report preview will then update to show the new title for your extra notes
When you're done updating your reports for extra notes, or changing any other report settings, make sure you save them as a Preset to be able to access across devices and the web
iPad or iPhone - tap the checkmark at the lower left to close the settings and return to the report
Android - tap the back arrow in the upper left to close settings and return to the report
You can then complete and share your report
Setting Your Report To Print in Landscape
By default the Happy Property: Maintenance app will generate all of your reports in portrait format when downloaded as a PDF
You may want to change this setting to have your PDFs as landscape
Most often customers will change this if they're preparing Move In reports and have added Extra Notes fields
To generate landscape reports, in your report settings under Report Formatting tap the switch next to Create Landscape Export so that it turns green
You will not notice any change to the report preview in your app
The only place you will notice this, is when you download your reports as PDF, the final file will be formatted as landscape
When you're done updating the way your reports are formatted, or changing any other report settings, make sure you save them as a Preset to be able to access across devices and the web
iPad or iPhone - tap the checkmark at the lower left to close the settings and return to the report
Android - tap the back arrow in the upper left to close settings and return to the report
You can then complete and share your report
Adding an End of Report Disclaimer
By default the Happy Property: Maintenance app does not include any disclaimer text at the end of your report
You may want to change this setting to have your reports include important text at the end of your reports
The formatting of this section isn't constrained to the formatting of your notes like other sections of your reports
You can include large paragraphs in here with important information for the end user of your reports
For example, as a Property Manager, you may include a legal disclaimer as well as any other important notes that your state's real estate association requires on your reports
Alternatively, customers prepare a separate cover sheet to their Inspections reports
To add a disclaimer, in your report settings under Report Formatting tap End of Report Disclaimer and enter your text
You can copy and paste paragraphs into this section instead of typing it all by hand and simple formatting such as paragraph breaks, dots on lists and more will be included
Some experimentation may be required to achieve what you're after, and feel free to contact us on the Support team for advice
Your report preview will then update to include the text at the end of your report underneath the title Important Information Regarding This Report
When you're done updating your reports to include a disclaimer and other important text, or changing any other report settings, make sure you save them as a Preset to be able to access across devices and the web
iPad or iPhone - tap the checkmark at the lower left to close the settings and return to the report
Android - tap the back arrow in the upper left to close settings and return to the report
You can then complete and share your report
Changing the Color Theme of Your Report
Changing the color theme of your reports is a great way to bring them inline with your brand
By default the theme is dark gray and theme color affects the title of your report and the titles of each section
To change your Inspections report color, in your report settings under Report Formatting tap Theme Color
Next, select one of the predefined colors or enter your brand's hex value
Then select the checkmark at the top right of the selection screen
Your report preview will then update to show the new color theme
When you're done updating your report's color theme, or changing any other report settings, make sure you save them as a Preset to be able to access across devices and the web
iPad or iPhone - tap the checkmark at the lower left to close the settings and return to the report
Android - tap the back arrow in the upper left to close settings and return to the report
You can then complete and share your report