Tap Inspect provides several options to make your Report Summary work in your market. Within the Report Summary Options, you can change the location of the summary, include/exclude photos and original comment numbers, edit the summary header, and add a summary footer.
Report Summary Options can be set for the web report in the client portal and for PDF reports.
Follow these steps to change the Report Summary options:
- Tap your profile image in the upper right corner of the mobile app.
- Scroll down to Team Settings.
- Tap Manage Templates.
- Tap the template you want to modify.
- Tap Report Options.
Once you are in the Report Options, you can change the Report Summary Options in either the Client Portal or in the Full Report PDF.
- Tap Report Summary Options
- Select the location of the report summary or no report summary.
Note that modifying the template will make the changes available on all future reports that use that template.
If the change is needed only for one report, the same steps can be followed within the report itself. Open the job with the report that needs updating, select Edit in the top right corner of the Inspect tab of a job, and tap Report Options. Then follow the steps above to change the Report Summary Options in either the Client Portal or in the Full Report PDF.
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