Brand Your Reports

Introduction

We know how important branding and public confidence in your brand is. InspectAll provides settings that allow you to tweak your company settings and make an InspectAll all your own. Customizing reports will make them appear to customers as though they came directly from you. In your InspectAll account, you can add your logo, add disclaimers, and change report settings to reflect the information you need.

Update Address

To update the address that shows on your report header, click on "Report Branding" under your name on the website admin menu and then click on the box with your address.  

Add A Header Logo

Your company’s brand is its value. Upload your logo and it will appear in the header of all of your printed reports in InspectAll. To upload a logo:

1. Click (Your Name)   at the top right and choose  Report Branding within the web app.
2. In the Branding page, move your cursor over the Photo Square and click.
3. In your browsers file finder, select the image you want to upload as your logo.
4. Use a small sized logo for it to look best on the top of each report page. For sizing, if you think about a standard sheet of paper, you can size them accordingly (based on an 8.5 x 11" sheet of paper), approximately 250-300px.

Change Report Footer

1. Click (Your Name)  > Branding  within the web app.
2. Click on the Footer Box and type in your new information.

Edit Reporting Options

Style how you would like the reports to look for folders of each type. You can also upload your logo to appear on the cover page of each of your folder reports.

Note: Reporting options for custom reports are not editable. <%= link_to "Contact us", contact_path %> for any changes you need on custom reports.

Customize Report Cover Page

1. Click (Your Name) > Folder Settings .
2. Click on the blue pencil icon beside the  Folder Type .
3. Click Show Cover Page to show or hide the report's cover page.
4. Click Upload Header to select a file containing a custom header.  This is where you can upload the logo of your company that will show up on the Cover Page of the report for this folder type.  It will automatically left align the image.  If you want it centered, you will want the image to be the width of the page less margins for printing. So, approximately 720pixels / 320dpi (think of the size of a standard piece of paper of 8.5 x 11").
5. Edit content:
   • Click Insert Folder Date to add information fields to your cover page.
   • Edit font style, alignment, and size.
   • Click on the text box to edit the fields.
6. Click Upload Footer to select a file containing a custom footer.

7. Click Create or Update to save.

   

Show or Hide Table of Contents

1. Click (Your Name) > Folder Settings .
2. Click on the Folder Type .
3. Click Table of Contents .
4. Click the check box to show/hide table of contents. *When table of contents is hidden, Hidden will display on the Table of Contents tab.

5. Click Create or Update to save.

   

Edit Form Content

1. Click (Your Name) > Folder Settings .
2. Click on the Folder Type .
3. Click Forms .
4. Select the options that control how forms are shown within the report.
   • Show/Hide Page break between each form.
   • Show/Hide Incomplete forms.
   • Show/Hide Summary of priorities found on the form.
   • Show/Hide Summary of any scores calculated on the form.
5. Select the priorities you would like to show on the form.

6. Click Create or Update to save.