Please contact Support to enable this feature for your account.
There may be a time when you are doing a full report of a property, and want to merge that report data into a new report that has a specific template or layout.
With this feature, you have two options:
- A. Select specific sections from your current report to copy over to a new Standalone report for the same property.
- B. Merge your current report into another template* (only items that exist in the template will be merged in) and create a new Standalone report for the same property.
Navigate to the inspection on your web dashboard. You will be able to 'Copy to New Report' when the inspection is either in the Active state, or the Review state (if enabled).
Click on the drop down arrow next to 'Mark Complete' > click on 'Copy to New Report':
You can either A. "Select Sections to Copy", or B. you can "Merge into Template":
Select Sections to Copy
A. If you choose 'Select Sections to Copy', you will have the option to tick the exact rooms you would like to copy into a new, Standalone report:
Once you click on 'Continue', you can customise the inspection details, i.e., the inspection title, date, time and the clerk you would like to conduct the inspection.
If you want the new report to include the photos, attachments and/or actions from the existing report, make sure that the relevant boxes are ticked.
Once done, click on 'Continue' and you will then see this pop up which confirms that your new, Standalone inspection has been created. You can continue working on the current report, or you can navigate to the new report:
Merge into Template
B. Select 'Merge into Template' and click 'Continue'.
You can customise the inspection details, i.e., the inspection title, date, time and the clerk you would like to conduct the inspection.
If you want the new report to include the photos, attachments and/or actions from the existing report, make sure that the relevant boxes are ticked.
Once done, click on 'Continue'.
You will need to select the template you want to merge the current report with from the drop down list of all the templates from your account.
Remember, only items that exist in the template will be merged in.
In other words, if items from your current inspection does not appear in the template, they will not pull through to the new report.
Once you have chosen your template, click on 'Confirm'.
You will then see this pop up which confirms that your new, Standalone inspection has been created. You can continue working on the current report, or you can navigate to the new report:
*TIP*
The system will automatically create these new inspections as a 'Standalone' report type.
If you need to change this report type, go to the inspection on your web dashboard > click on the pencil icon next to the report name > you can change the Report Title and/or the Report Type.
