Download a Form or Folder Report
Introduction
Nearly everything in InspectAll has a report that can be downloaded or printed. Reports can be run on folders, forms, accounts, and assets. These reports will make all of the data collected instantly available.
Download a Form Report
Form reports are a report on an individual form, and do not contain a table of contents or cover sheet.
Web Instructions
- Click into the form you want to download from anywhere in the app.
- Click "Download" at the top right.
- Follow your browser's prompts to open or save the document.
Mobile Instructions
Note: To download the report, you must be connected to a WiFi or cellular network.
Select the folder that contains the form where want to fetch the report.
- Tap the Form you want to download.
- Tap the down arrow icon at the top of the screen. Then tap "Download Report"
- Choose the sort and filter options for your Folder report.
Order Forms by number of priorities, date completed, or form name
Include all forms or only those that have been marked complete
- Wait while changes are synchronized and the report is generated.
- Tap the "Send" icon at the top of the report to email, save, or print the form report.
Download a Folder Report
Folder reports are a report of all forms in a folder. Folder Report parameters can be updated in Folder Settings on the admin menu.
Web Instructions
Option 1, Quick Download(this option will download your report in the order it is currently organized, and based on the default folder type report preferences set for that folder type)
- Navigate to the Folders Tab on the website.
- Hover over the righthand side of the folder you want to download and click "Download Report" when the option pops up.
Option 2, Download with report preferences (this option will give you the option to reorder the forms, or download the report into a different format)
- Navigate to the individual folder from anywhere within the application.
Tap on "Download Report"
- In the pop up screen, you will have the opportunity to select your report preferences
- Click
Download Report
Mobile Instructions
Note: To download the report, you must be connected to a WiFi or cellular network.
- Tap the Folder you want to download.
- Tap the down arrow icon at top right of the screen. Then click "Download Report"
Note: If you have both complete and incomplete forms in your folder, you will be asked whether you want to Download Completed Only
or Download All
. If you select completed only, the report will not display any Forms on the report that were not marked complete.
- Wait while changes are synchronized and the report is generated on InspectAll’s servers. Note: Downloading a report could take up to 5 minutes depending on the quantity of forms you have in the folder. For this reason, we suggest you keep the number of forms in a folder to a manageable number.
- Tap the "send" icon to email, save, or print the report.
Note: In order to email files from InspectAll, you will want to set up your email on your mobile device. InspectAll itself is not an email client, but rather, uses your email client to send files.
Download an Asset Report
Asset reports detail all activity on an asset over time. An asset report will show every time an asset had a form completed on it, who did it, and when they did it. Along with any priorities identified and whether or not they were marked resolved.
Web Instructions
- Navigate to the individual asset anywhere within the application.
- Click
Download Report
. - Follow your browser's prompts to open or save the document.
Mobile Instructions
Note: To download the report, you must be connected to a WiFi or cellular network.
- Tap
Accounts
from the Main Menu. - Tap the account the asset is within.
- Tap
Assets
. - Tap the asset info at the top of the screen.
- Tap the down arrow icon and select "Download Report"
Tap the "send" icon at the top of the report to email, save, or print the asset report.
You can also download an asset report from within the form when using an iPad or iPhone.
Tap on the "asset details".
Then tap on the down arrow icon at the top right of the screen and select "Download Report".
General Reports
In the Insights tab of InspectAll on the website, you can access more focused insights about users, teams, accounts, and priorities over a period of time.
More information on Insights Reporting can be found by clicking here.
To download a report:
- Click
Insights
in the main navigation bar. - Click
Download
beside the report you would like to download. - Adjust the filters.
- Click
Download
.