When carrying out property inspections, you may need to reuse information from a current report while adjusting the layout or structure. With Inventory Base, you can:

Copy specific sections into a new standalone report.
Merge report data into another template.
Copy the full report into a new inspection.

This helps save time while ensuring consistency across your inspections.

Getting Started

To begin, navigate to the inspection on your online dashboard. You will see the option Copy to New Report when the inspection is either in the Active state or the Review state (if enabled).

Click the drop-down arrow next to Mark Complete.
Select Copy to New Report.

You will then be prompted to choose one of three options: Select Sections to Copy or Merge into Template or Copy Full Report.

Option A: Select Sections to Copy

Use this option when you only want to copy specific sections or rooms into a new standalone report.

Choose Select Sections to Copy.
Tick the exact sections you want to include in the new report, and click on Continue.
Customise the inspection details, including title, date, time, and assigned clerk.
Tick the relevant boxes if you want to include photos, attachments, and/or actions from the existing report.
Click Continue to create the new standalone report.

A confirmation pop-up will appear. You can either keep working on the current report or navigate to the newly created one.

💡 Tip: This method is ideal if you only need to reuse selected rooms or sections from a report.

Option B: Merge into Template

Use this option when you want to merge a current report into a different template layout.

How the Merge Works

When merging, the new report adopts the rooms and items from the selected template, while the content for those rooms and items is pulled from the previous report.

Attachments and actions can still be included or excluded.
Answers will always carry across automatically.

Example:

Template contains a room with an item:

Item	Description	Condition
Bed	(empty)	(empty)

If the previous report also had a Bed item with details, the new report will update it as:

Item	Description	Condition
Bed	Old, brown	Professionally cleaned

Choose Merge into Template and click Continue.
Customise the inspection details, including title, date, time, and assigned clerk.
Tick the relevant boxes if you want to include photos, attachments, and/or actions from the existing report.
Click Continue.
Select the template you want to merge the report into from the drop-down list, and click on Confirm.

6. A confirmation pop-up will appear to confirm your new standalone inspection has been created. You can either continue working on the current report or navigate to the new one.

⚠️ Important: Only items that exist in the selected template will be merged. If your current report contains items not found in that template, they will not pull through.

Option C: Copy Full Report

Use this option when you want to copy the entire report into a new inspection, including all sections.

Choose Copy Full Report.
You will be redirected to the Add New Inspection page where the system will import the data from the report you were working on.

A confirmation pop-up will appear to confirm your new inspection has been created.

Changing the Report Type

By default, the system creates all copied or merged inspections as Standalone report types.

To change the report type:

Go to the inspection on your online dashboard.
Click the pencil icon next to the report name.
Update the Report Title and/or Report Type as needed, and click on Save.

❗Updating the report type will not automatically change the report title. You’ll need to manually update the title if required.