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How to Preview a Report

Keywords: preview, review report, preview report, client view report

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

If you want to see how your inspection report will look to the client or agent before it's officially published, you can easily preview it. This feature lets you take a quick look at the report's layout, formatting, and content to make sure everything is perfect before sending it out. It's a simple but effective way to review the presentation and make any last-minute changes to ensure a polished and professional end result.

In this article, we'll show you 3 different ways you can preview your report via the web and the mobile app!


How to Preview a Report From the Inspection Details Page

In this section, we'll walk you through how to preview your report from the Inspection Details page.

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

  1. Click on the inspection in your calendar to open the Inspection Details page

  2. Click "View" under the report name

  3. You'll be directed to the web report where you can see all of the report information

  4. To preview the PDF report, click "PDF"

  5. Click "Full Report"
    ​


How to Preview a Report From the Web Editor

In this section, we'll guide you through how to preview the report from the web editor.

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

  1. Click on the inspection in your calendar to open the Inspection Details page

  2. Click the report name to open the web editor

  3. Click "Preview/Publish"

  4. You'll be directed to the web report where you can see all of the report information

  5. To preview the PDF report, click "PDF"

  6. Click "Full Report"


How to Preview a Report From the Mobile App

In this section, you'll see how to easily preview your report right from your app.

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

  1. Tap on the inspection in your app to open it

  2. Swipe up on the "Reports" tab

  3. Tap the paper & magnifying glass icon

  4. A browser window will open with the web report

  5. To preview the PDF report, tap the PDF button

  6. Tap "Full Report" in the dropdown menu

  7. To close the report preview, tap "Done" in the top left corner


Frequently Asked Questions

  • How can I remove the "Draft" watermark from my PDF?

    • The draft watermark only appears on unpublished inspections. As soon as you publish the inspection it will be removed from the PDF.
      ​

  • When I preview my report, my PDF has a lot of blank pages. How can I fix this?

    • This usually happens when a comment has a lot of empty space after its text. You can determine this when you find the comment in the web editor and scroll inside it. The easiest solution is to delete and recreate the comment.


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