QuickInspect: Templates and Reports

This tutorial shows you how to use report templates and generate professional PDF reports in QuickInspect. You will learn how to pick a template, customize it in the Report Designer, and export your finished report.

What You Will Learn

• Navigating to the Reports tab
• Creating a new report and selecting a template
• Customizing reports in the Report Designer (WYSIWYG editor)
• Adding and arranging report elements
• Generating and exporting a PDF

Prerequisites

• A QuickInspect account with at least one project
• At least one finding created (see Your First HSE Inspection)

Step 1: Go to the Reports Tab

1. Open QuickInspect.
2. Tap the Reports tab in the bottom navigation bar.
3. You will see a list of any previously generated reports. If this is your first time, the list will be empty.

Step 2: Create a New Report

1. Tap the button to create a new report.
2. The Template Picker will appear, showing available templates.

Understanding Template Types

Templates are organized into two categories:

• System Templates -- Pre-built templates provided by QuickInspect. These cover common report types.
• Company Templates -- Custom templates created by your organization's Key Users or Admins.

Templates also have specific types:

• Photo Report -- Focused on photographic documentation of findings.
• Progress Report -- Tracks progress over time.
• Inspection Report -- Standard inspection documentation.
• Final Report -- Comprehensive final deliverable.

3. Browse the available templates and tap on one to select it.

Step 3: Customize in the Report Designer

After selecting a template, you are taken to the Report Designer -- a WYSIWYG (What You See Is What You Get) editor where you can customize your report.

Available Report Elements

The Report Designer supports 13 element types that you can add, remove, and rearrange:

Element	Description
Text	Free-form text paragraphs
Heading	Section headings
Image	Insert photos or images
HTML Template	Reusable HTML content blocks
Divider	Horizontal separator line
Table	Data tables
Table of Contents	Auto-generated table of contents
Cover Page	Title page for the report
Findings Table	Table of all findings from your project
Executive Summary	Overview section summarizing findings
Signature Block	Space for signatures
Image Table	Grid layout of photos
Product Info Table	Product/project information summary

Working with the Designer

1. Add elements -- Tap the add button to insert a new element. Choose from the element types listed above.
2. Drag and drop -- Rearrange elements by dragging them to a new position.
3. Edit content -- Tap on any element to edit its content directly in the WYSIWYG editor.
4. Undo/Redo -- Use the undo and redo buttons to reverse or reapply changes.

Step 4: Preview Your Report

1. Once you are satisfied with your report layout, tap the Preview button.
2. A PDF preview will be generated so you can see exactly how the report will look when exported.
3. Review the preview for formatting, content accuracy, and completeness.

Step 5: Generate and Export the PDF

1. After reviewing the preview, confirm to generate the final PDF.
2. The generated report will appear in your Reports tab.
3. From the report detail view, you can:
   • View the PDF
   • Export or share the report

Summary

You have learned how to:

• Navigate to the Reports tab and create a new report
• Use the Template Picker to select from system and company templates
• Customize reports using the WYSIWYG Report Designer with 13 element types
• Preview, generate, and export PDF reports

Next Steps

• Team Setup -- Set up your team with roles and permissions.
• Your First HSE Inspection -- Go back to learn about creating findings.
• If you need help, contact support at support@quickinspect.me.