How do I Omit a Form from a Folder Report?

Sometimes you may want to download a folder report and exclude one or more of the forms in that folder.

There are a couple of options for omitting a form from a folder report.

Option 1:

From the website, within a folder, click on the "Eye" icon to the right of the form you want to exclude to gray it out. That will automatically omit it from the folder report.

You are also able to set up a form template to default to "hidden" in a folder report. That option can be completed in Form Builder. You are able to override this setting by manually clicking on the eye icon within a folder on the website to show the form. More details HERE.

Option 2:

Do NOT mark that form "Complete".  

Then when you download the report, choose the option to "Download Completed forms Only."

Option 3:

You can also set up your folder type to automatically omit forms that aren't marked complete (you can do this in Folder Settings).  https://docs.inspectall.com/article/83-folder-setup

Alternatively, if you do want to mark the form complete, and have it still not show up on the report, you can set up the following option:

- In folder settings, set up the folder type to show only questions with a priority identified (exclude N/A).

- Ensure your answers on the form you want to exclude are all marked with an "N/A" priority.

Then, just ask us and we can adjust a setting on the back end that will exclude forms from the report where no priorities are found.

Question Visibility on Reports

Report Visibility determines if a specific question on a form template will always show on the report, always be hidden on a report, or will follow the default logic set up with the folder settings based on the priority level.

The report visibility option is Question Specific and can be edited by an Admin user on the website in Form Builder.

Default

Default Visibility will follow the logic set up on the Folder Type setting or Form Setting. If you have set up the report to exclude questions answered with an N/A priority level, for instance, then questions set up with "Default Report Visibility" will just follow that same logic.

Always Visible

Always Visible allows you to set this question up to show on the report regardless of the priority level you assign it on an answer. If you want the question to show up even if it is answered with an "N/A" priority level, choose this visibility setting.

Always Hide

Always Hide will hide the question from your reports regardless of how it is answered. Utilize this setting for questions that you may want to be internal notes and not show up on your final report presented to the customer.