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Finding and Editing Report Settings

Keywords: settings, PDF options, report settings, summary display, header

Jess Flake avatar
Written by Jess Flake
Updated over a week ago

With Spectora, each report you generate offers the opportunity to tailor its presentation specifically for both the client and the agent. These customizable report settings provide a spectrum of options, allowing you to fine-tune various aspects of the inspection report's appearance. From adjusting the layout and formatting to selecting specific elements to display, you have the freedom to create a report that best suits the preferences and needs of both parties involved in the inspection process.

In this article, we'll show you how to find, enable, and disable these report settings; plus we'll dive into each setting to explain what they mean!


Finding and Enabling Report Settings

First, let's go over how to find your report settings and how to enable or disable them. Follow along with the steps below!

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

  1. Click on the inspection to open the Inspection Details page

  2. Click on the report name to open the web editor

  3. Click the 3 dots in the top right corner

  4. Click "Report Settings" in the dropdown menu

  5. Click on a category to open it

  6. To enable a setting, check the box next to the setting name

  7. To disable a setting, uncheck the box next to the setting name

  8. Click "Save" once you've finished enabling and disabling your preferred settings
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Report Settings

Now that we've gone over how to find, enable, and disable the report settings, let's talk about what each setting means.

Report Name

Header Text

You might find it necessary or preferable to include a disclaimer in your reports or convey essential information about the inspection procedure to your clients. Using the header text box allows you to add or edit additional text at the top of your reports.

  • Full Report Header Text

    • This text is shown at the top of the full web report and on the full PDF report.
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  • Summary PDF Header Text

    • This text is shown only on the summary web report and the summary PDF.
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Display Options

  • Display Item Ratings Grid in Report
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    • You might have encountered the Overview tab/grid in another inspector's report, a sample report on our website, or even within your own inspection report. This tab displays the grid for your Item Ratings, including the Inspected (IN), Not Inspected (NI), Not Present (NP), and Defect (D) boxes that you select during the report completion process.

    • This setting will turn the rating grid on or off in your report

    • To see how to enable or disable this grid, click here.
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  • Display Category Counts Summary
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  • Display 'Items Inspected' Count
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    • The Items Inspected bubble shows how many total items were inspected in the report; including defects and informational comments.

    • See how to enable and display this setting by clicking here.
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  • Display Inspector Signature
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  • Display Standards of Practice
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  • Display Contractor Recommendations
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  • Smart Layout for Informational Commments
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    • Enabling smart layout in your PDF display options sorts comments by size rather than their order in the editor, aiming to reduce white space.

    • If you notice differences in your comments between the editor and the report, it's likely that this feature is activated.

    • Comments exceeding 70 characters are placed at the end of the section, along with those containing multiple pictures.


  • Defect Label
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PDF Options

Within the report settings, you can customize how your PDF report looks.

  • Display Defect List
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    • This setting automatically adds a list of all the defects listed in the report.

    • The list is added to the beginning of the report and includes clickable links to each defect.
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  • Page Break Sections
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    • Enabling this setting will make each section of your report start at the top of a new page.
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  • Page Break Inside Comments
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    • Turn on to allow comments to split and span multiple pages (saving whitespace).

    • Turn off to push comments to the next page if it won't fit.
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  • Footer Text
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    • This enables your preferred text to display on the bottom-left of each page of the PDF.
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  • Display Category Counts in Summary PDF
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    • Enable this setting to include the bubbles listing defect category counts in the Summary PDF.
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  • Text-Only Summary (no photos)
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    • Enable this setting to have an alternate summary format of your report that does not include photos.

Summary Options

  • This section of the report settings allows you to decide which defect categories are included in the summary report & summary PDF.

  • You can also customize the names of your defect categories.


Frequently Asked Questions

  • Can I hide specific Items or Defects from the summary?

    • You can only hide the entire defect categories. If a category is selected to be displayed in the summary, then every defect associated with that category will be shown.
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  • One of my defect categories isn't showing on the summary, how do I fix this?

    • Be sure that you have it checked to show on the summary under Summary Options!
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  • Is there a way to make these settings appear on all of my reports?

  • Do page breaks for sections apply to the summary PDF?

    • Unfortunately, page breaks for sections do not apply to the summary PDF.

    • In the summary, we list observations directly. In the full report, we go through each section first and then its observations. Since the report is organized by comments, not by sections, there isn't a way to start each section on a new page.
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If you have any questions or feedback, write into our chat bubble or email support@spectora.com!

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