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. Create an HTML template with your custom content and formatting
2. In the Report Designer, add an htmlTemplate element
3. Select the HTML template you want to use
4. The template renders inline within your report

HTML templates are part of the broader template system. You can create personal templates or, as a Key User or Admin, share them as company templates.

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 13 Report Element Types

For reference, the Report Designer supports these element types:

Element	Purpose
text	Body text content
heading	Section headings
image	Single image
htmlTemplate	Reusable HTML content block
divider	Horizontal line separator
table	Data table
tableOfContents	Auto-generated ToC from headings
coverPage	Professional cover page
findingsTable	Structured findings data
executiveSummary	High-level summary section
signatureBlock	Signature capture area
imageTable	Grid of images with captions
productInfoTable	Product/asset information

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 or Admins, shared with the team

HTML Templates

HTML templates are reusable content blocks (as described above) that can be inserted into any report via the htmlTemplate element.

Template Picker

When creating a new report, the Template Picker lets you browse and select from available templates. Use the report type filter to narrow down the list to templates relevant to your inspection type.

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