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How to Create, Edit, and View Sample Reports
How to Create, Edit, and View Sample Reports

Show off your report format or provide a report example with a sample report!

Support Team avatar
Written by Support Team
Updated over 8 months ago

Looking to enhance your Spectora profile or website with your impressive work? Look no further than our sample reports! With just a few clicks, you can easily transform any of your reports into a sample report. Rest assured, all personal information such as the address, agent, and client details will be replaced with generic versions to protect confidentiality. Let us help you showcase your expertise and attract potential clients with our convenient sample report feature!

For a comprehensive overview, we highly recommend checking out our YouTube video here.


How to Create a Sample Report

Follow the steps and video guide below on how to build a new sample report from an existing report.

  1. Open the inspection you would like to create the sample report for.

  2. Click "View" under the report.

  3. Click "Report Tools" in the top right corner.

  4. Click "Make A Sample Report."

  5. Add a title for your sample report in the "Name" line.

  6. Add text to describe your sample report in the "Description" line.

  7. Click "Create Sample Report."

πŸ’‘Quick tip: Click on the video above to expand it in another window.

Once your Sample Report has been created, follow the "How to View a Sample Report" steps below to view it.


How to View a Sample Report

Simply follow the steps and helpful guide below to locate and preview your sample report.

  1. From your dashboard, click "Settings."

  2. Click "Sample Reports."

  3. Click the paper icon below the sample report to view it.

πŸ’‘Quick tip: Click on the video above to expand it in another window.


How to Delete a Sample Report

In this next section, we will go over step-by-step on how to remove or delete a Sample Report.

  1. From your dashboard, click "Settings."

  2. Click "Sample Reports."

  3. Click the trashcan icon below the sample report you want to remove.

πŸ’‘Quick tip: Click on the video above to expand it in another window.


How to Rearrange Sample Reports

Do you need to alter the order of your sample reports? The following steps and video demonstrate how to rearrange your sample reports.

  1. From your dashboard, click "Settings."

  2. Click "Sample Reports."

  3. Click and hold the drag-and-drop icon.

  4. Drag your sample report to the desired location.

πŸ’‘Quick tip: Click on the video above to expand it in another window.


How to Change the Description of a Sample Report

In this section, we will discuss the steps for modifying the title and details of your Sample Report.

  1. From your dashboard, click "Settings."

  2. Click "Sample Reports."

  3. Click the pencil icon below the report you would like to edit.

  4. Edit the title of the sample report in "Name."

  5. Edit the description of the sample report in "Description."

  6. Click "Save."

πŸ’‘Quick tip: Click on the video above to expand it in another window.


How to Share a Sample Report

To share a sample report, you can copy and paste the URL of the Sample report and apply it to your website or an email to a potential customer. We will guide you through the steps below on how to obtain the URL.

  1. From your dashboard, click "Settings."

  2. Click "Sample Reports."

  3. Click the paperclip icon below the Sample Report and it will automatically copy the report URL.

πŸ’‘Quick tip: Click on the video above to expand it in another window.


FAQ

  • Can I undelete a sample report?

    • There is no way to undelete a sample report once it has been deleted, but you can recreate the sample report.

  • How do I print a sample report?

    • To print a sample report, first, view the sample report. Then, select the PDF option and click on "Full Report." Once the PDF is open, you will notice a print icon located in the top-right corner. Just click on this icon to easily print the sample report.

  • How can I change or update a pre-existing sample report?

    • You will need to modify the original inspection report to make any updates. If you prefer not to alter the existing report, you can duplicate it and designate the copied version as a sample report.

  • Do you have examples of sample reports?

    • If you're curious about what an example report looks like, feel free to check out this link.

  • How can I add my sample report to my website?

    • If your website is hosted by us, simply submit a request here and our talented web team will take care of adding the sample report for you. If your website is not hosted by us, no worries! You can either share the URL to your website host or easily input the URL yourself on your website.

  • Can I change the generic information, like 1234 Main Street, on a sample report?

    • Unfortunately, this generic information is pre-input, so we do not currently have a way to change this information.


If you have any questions or feedback, write into our chat bubble or email support@spectora.com!
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