Default Report by Folder Type

Edit Reporting Options and Default Report

You can choose which of your account's reports will be the default when downloading a folder report of this type.

To change the default report, first go to the Folder Settings on the drop down admin menu.

Then click the blue pencil icon beside the folder type you want to update.

Then click on "Report Type" under the General Details section.

From here you can select which will be the DEFAULT report when you download a folder report for this type. You can select one of the standard reports, or if your account has a custom report, you can also chose that here.

Custom Report

If you have a custom report built for your account, and that is currently set as the default report for a folder type, you can modify the cover page and settings for that folder report type by changing the default report to STANDARD, saving that setting, then going back into the folder to make changes. Once the changes are saved, go back into the folder and update the default type to your custom report.

Follow the steps below:

- Go to Folder Settings on the drop down menu under your name

- Click the blue pencil icon beside the folder type you want to update

- In the "Report Type" box, choose "Standard Folder Report" then click "Update Folder Type".  That will bring you back to the main menu of folder types.

- Click the blue pencil icon beside the folder type you want to update again

- You can now do the updates to the logo and/or the cover sheet text (more details here: https://docs.inspectall.com/article/83-folder-setup).  Click "Update Folder Type"

- Once more, Click the blue pencil icon beside the folder type you want to update again and change the report type back to your custom report as the default, then click "Update Folder Type".

Essentially, what you are doing is changing the default report to a "standard folder report" in order to edit the cover sheet, then going back in to change it back to your custom report once that part is complete.

Note: Reporting options for some custom reports are not editable. Contact us for any changes you need on custom reports that don't allow edits using the instructions above.