Advanced Report Design

Go beyond the basics with HTML templates, advanced findings configuration, and professional report styling in the WYSIWYG Report Designer.

Using HTML Templates in Reports

HTML templates are reusable content blocks that you can insert into your reports. They allow you to create custom-formatted sections that go beyond the standard text and heading elements.

How HTML Templates Work

1. In the Report Designer, add a Custom Text Block from the Basic tab and write your content and formatting
2. Choose Save as Template in the block's properties
3. The saved block appears in the palette's Custom tab
4. Drag it into any report -- it renders inline within your report

HTML templates are part of the broader template system. Key Users save them, and they are shared with everyone in the company.

Configuring the Findings Table

The findingsTable element displays your inspection findings in a structured table format within the report. It can be configured to show exactly the data you need.

Column Configuration

Select which finding fields to display as columns in the table. Available fields include:

• Description
• Status (Open, To be reviewed, Closed, Accepted as is, Cancelled, Shipyard confirmed rectification)
• Priority
• Due date
• Corrective measures
• Location
• System category
• Photos
• GPS coordinates
• Comments

Filtering Findings

Configure the findings table to show only a subset of findings based on criteria such as status or priority. This is useful when you want separate tables for open vs. closed findings, or when you need to highlight only critical items.

Executive Summary Customization

The executiveSummary element provides a high-level overview section in your report. Configure it to summarize key findings, overall assessment, and recommendations.

Place the executive summary near the beginning of your report (after the cover page and table of contents) to give readers a quick overview before they dive into the details.

Report Styling

Company Branding

Company accounts can configure branding that applies to all reports:

• Company logo -- displayed in report headers and cover pages
• Company colors -- used for accents, headings, and table styling
• Custom header/footer -- company name, contact information, and other details that appear on every page

Configure branding from the Profile tab under your company settings.

Fonts and Colors

The Report Designer allows you to customize:

• Font selection for text and heading elements
• Text colors and sizes
• Background colors for elements
• Table border and cell styling

Headers and Footers

Configure persistent headers and footers that appear on every page of your generated PDF. These typically include:

• Company logo and name
• Report title
• Page numbers
• Date information

Page Layout Options

Paper Size

The Report Designer supports the following paper sizes:

• A4 -- international standard (210 x 297 mm)
• Letter -- US standard (8.5 x 11 inches)
• A3 -- larger format (297 x 420 mm)

Margins

Configure page margins to control the spacing between your content and the edge of the page. Adjust margins in the report or template settings.

The 18 Report Element Types

For reference, the Report Designer's element palette offers these element types:

Element	Palette tab	Purpose
Text	Basic	Body text content
Heading	Basic	Section headings
Image	Basic	Single image
Table	Basic	Data table
QR Code	Basic	QR code linking to the report's web view
Custom Text Block	Basic	Styled text block, saveable as an HTML template
Divider	Basic	Horizontal line separator
Table of Contents	Basic	Auto-generated ToC from headings
Cover Page	Report	Professional cover page
Executive Summary	Report	High-level summary section
Activity Summary	Report	Recent activity stats, weekly chart and stale findings
Product Info Table	Report	Vessel/product information
Findings Table	Report	Structured findings data
Image Table	Report	Grid of images with captions
Chart	Report	Bar, pie or donut chart of findings data
Deck Plan Overview	Report	Deck plan with finding marker positions
Before/After	Report	Two images compared side by side or stacked
Signature Block	Report	Signature capture area

Template System

Report Templates

Report templates define the full structure of a report. There are two types:

• System templates -- provided by the app, available to all users
• Company templates -- created by Key Users, shared with the team

HTML Templates

HTML templates are reusable content blocks (as described above) that can be inserted into any report from the palette's Custom tab.

Template Picker

When creating a new report, the Template Picker lets you browse and select from available templates. Use the search field to find a template by name or description.

Need more help? See Common Issues or contact support at support@quickinspect.me.