YachtInspect: Templates and Reports

This tutorial shows you how to use report templates and generate professional vessel survey reports in YachtInspect. 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 YachtInspect account with at least one vessel
• At least one finding created (see Your First Vessel Inspection)

Step 1: Go to the Reports Tab

1. Open YachtInspect.
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 YachtInspect for common vessel documentation needs.
• Company Templates -- Custom templates created by your organization's Key Users or Admins for your specific survey workflows.

Templates also have specific types:

• Photo Report -- Photographic documentation of vessel conditions and findings.
• Progress Report -- Tracks work progress, useful for refit or repair monitoring.
• Inspection Report -- Standard vessel inspection documentation.
• Final Report -- Comprehensive survey deliverable for clients or insurers.

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 vessel 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 for survey notes
Heading	Section headings (e.g., "Hull Condition", "Engine Room")
Image	Insert vessel photos or diagrams
HTML Template	Reusable HTML content blocks
Divider	Horizontal separator line
Table	Data tables for specifications or measurements
Table of Contents	Auto-generated table of contents
Cover Page	Title page with vessel details and survey information
Findings Table	Table of all findings from your vessel
Executive Summary	Overview section summarizing the vessel's condition
Signature Block	Space for surveyor signatures
Image Table	Grid layout of vessel photos
Product Info Table	Vessel information summary (name, type, dimensions, etc.)

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 survey 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 professional vessel survey PDFs

Next Steps

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