Customize Folder Report Cover Page

Customize Report Cover Page

From the InspectAll website, you can update Folder Report cover pages from the Admin Menu.

• As an Admin user, from the InspectAll website, click (Your Name)   at the top right and select  Folder Settings 
• Click on the blue pencil icon beside the Folder Type that you want to edit.  (Each folder type can have a unique folder report format)

Cover Page

• Click Show Cover Page  to show or hide the report's cover page.

Report Cover Sheet Header

• Click Upload Header  to select a file containing a custom header image.  If there is already an image in the Header Section, first delete the image by clicking on the red delete icon, then click on "upload header" to add a new image.

Edit content

• Use the Tool Bar in the content section to update font styles, or add information to be automatically pulled from the Folder details.
• Click Insert Folder Data  to add information fields to your cover page.  
• You can insert any information from the drop down list that will automatically populate on the cover sheet of your report.  This information will show up in brackets on the cover sheet content section in Folder Settings.  { } 
  • For Dates, you can insert the Date Created or Date Closed (which will be based on when the folder was created or closed).  Or if you want the cover sheet to show the date the report was printed, enter "@Month/@Day/@Year".  Completed dates will show up on FORMS automatically.
  • Folder Type will pull the Name of the Folder Type into your report.  So, for instance, if you are doing an Annual Inspection Folder type, that is the information that will show up where you insert the Folder Type data.
  • If you want to be able to manually add information on the cover sheet, use the "Description" field.  The description field pulls any information you enter in the Folder Description on a folder (from the website or mobile app).  
• Edit font style, alignment, and size.
• Click on the text box to edit the fields.

To Add Account Notes to the Cover Page of your Folder Report

By default, the Account Notes fields and data entered in these fields will not show up on your Folder Reports that you provide to your customers.  To add Account Notes to the cover page, go to the Cover Page details, and type in 

• @AccountRef1 (For your Account Note 1)
• @AccountRef2 (For your Account Note 2)
• @AccountRef3 (For your Account Note 3)

To Add Folder Notes to the Cover Page of your Folder Report

By default, the Folder Notes fields and data entered in these fields will not show up on your Folder Reports that you provide to your customers.  To add Folder Notes to the cover page, go to the Cover Page details, and type in 

@FolderRef1 (For your Folder Note 1)

@FolderRef2 (For your Folder Note 2)

@FolderRef3 (For your Folder Note 3)

More details on updating your Cover Page can be found HERE

Footer Image

• Click Upload Footer  to select a file containing a custom footer image.
• Click Create  or Update  to save.

Custom Report - Update Logo

To update the cover sheet logo when you have a default custom report set up, follow these steps.

1 - Go into the folder and click on the "Report Type" box and choose "Standard Folder Report". Then "Use this Report"

Then click on the "Update Folder Type" to save it.

After you've saved the update, go BACK into that same folder type, make the changes you want to the logo and click on the "Update Folder Type" again to save it.

Once you've saved these changes so that you have the standard folder type set up as the default, go BACK into the folder type one more time and click on the "Report Type" box to select the custom report you want to save as the default for the folder type and click on "Update Folder Type" a final time.