This article will walk you through how to locate and add or remove the Overview tab/grid from your template and your report. The Overview tab and grid can be added to or removed from a template, a report, or an individual section.
What is the Overview Tab/Grid?
You may have seen the Overview tab/grid on another inspector's report, one of the sample reports on our website, or even on your own inspection report. This tab contains the grid for your Item Ratings - the Inspected (IN), Not Inspected (NI), Not Present (NP), and Defect (D) boxes you select while filling out the report.
This is what a report looks like with the Overview Tab enabled. You'll notice that it displays first, before the Information and Standards tabs.
This is what a report looks like with the Overview tab disabled. The Overview tab is gone, and the Information tab displays first.
Finding the Overview Tab/Grid in Your Template
This section will show you step-by-step how to locate and enable or disable the Overview Grid on your template.
Click "Templates"
Click "My Templates"
Select your template from the dropdown menu
Click the 3 dots on the right
Click "Template Settings"
Click "Item Ratings"
Check the box to "Display Item Ratings Grid in Report"
Click "Save"
 💡 Quick tip: Click on the video above to expand it in another window. |
Enabling and Disabling the Overview Tab/Grid For Certain Sections in Your Template
This section will show you step-by-step how to enable or disable the Overview Grid per section in your template. You may want to hide the overview grid for certain sections that are informational only and don't include inspected items. Usually sections like "General" or "Inspection Details" don't need the overview grid or tab.
Click "Templates"
Click "My Templates"
Select your template from the dropdown menu
Click the ✏️ icon next to the section name
Check the box "Hide the Overview grid/tab for this section"
Uncheck the box to display the Overview grid and tab for that section
Click "Save"
 💡 Quick tip: Click on the video above to expand it in another window. |
Finding the Overview Tab/Grid in Your Report
This section will show you step-by-step how to locate and enable or disable the Overview Grid on your report.
Click on your inspection
Click the report name
Click the 3 dots on the right side
Click "Report Settings"
Click "Display Options"
Check the box "Display Items Ratings" to display the Overview tab and grid
Uncheck the box to hide the Overview grid and tab
Click "Save"
 💡 Quick tip: Click on the video above to expand it in another window. |
Enabling and Disabling the Overview Tab/Grid For Certain Sections in Your Report
This section will show you step-by-step how to enable or disable the Overview Grid per section in your report. You may want to hide the overview grid for certain sections that are informational only and don't include inspected items. Usually sections like "General" or "Inspection Details" don't need the overview grid or tab.
Click on your inspection
Click the report name
Click on the section name
Click the ✏️ icon next to the section name
Check the box "Hide the Overview grid for this section"
Uncheck the box to display the Overview grid and tab for that section
Click "Save"
 💡 Quick tip: Click on the video above to expand it in another window. |
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