Reports

A report is the final product generated from your Inspection. Once your inspection is complete, all entered data is compiled into one or more deliverables (an interactive Web report, an Inspection report (PDF), an Inspection summary (PDF), or any combination) that you can review, publish, and share with clients.

Previewing a report

Use the Preview changes feature to quickly check how your report looks before publishing it. This lets you verify that:

• All entered data is showing up correctly.
• Media and formatting appear as expected.
• No key information is missing.

To see a preview, you must first save your report and then select the Preview changes button. By default, this opens the Web report preview, which works offline.

The preview lets you review the output of your work so far.

info

Previews are short-lived and are not meant to be shared. To generate a shareable report, see publishing a report.

Report formats

When you publish, you can generate up to three different deliverables from the same inspection:

• Web report: an interactive online report that opens in a browser. Recipients can search the report, jump between sections via sticky category tabs, expand the list of actionable findings, browse summary tables, enlarge images, and download the PDFs (if also published) from inside the page.
• Inspection report (PDF): a comprehensive PDF containing all inspection details, findings, media, and entered data. Best for offline access, printing, and archival.
• Inspection summary (PDF): a condensed PDF that focuses on key summaries and highlights from your inspection. The summary document is titled with your report title followed by "Summary" (e.g., "123 Main Street Summary"). The summary is generated based on the selections you made in the summary label field within each component.

Feature	Web report	Inspection report (PDF)	Inspection summary (PDF)
Format	Interactive web page	Static PDF	Static PDF
Full inspection details	✓	✓	–
Actionable findings	✓	✓	–
Overview of summaries	✓	–	✓
In-page search	✓	–	–
Enlarged images	✓	–	–
Light/dark theme	✓	–	–
Preview offline	✓	–	–
Viewable offline (recipient)	–	✓ (after download)	✓ (after download)
Shareable link	✓	✓	✓

When to use each format

Use the Web report when:

• Clients want to read the report on a phone, tablet, or laptop without dealing with a PDF.
• Recipients benefit from in-page search, enlarged images, and direct links to specific findings.
• You want a single link that always points to the latest published version.

Use the Inspection report (PDF) when:

• Clients, lenders, or legal/compliance processes require a static archival document.
• The recipient needs to read or print the report offline.
• You're providing a complete record of every detail and observation.

Use the Inspection summary (PDF) when:

• Clients need a quick overview of key findings before the full report is reviewed.
• Decision-makers want an executive summary they can forward easily.

Best practice

Publishing the Web report alongside both PDFs gives you maximum flexibility. Recipients can read interactively online, and you still have static PDFs to send to lenders, contractors, or anyone who prefers a downloadable document.

Previewing other formats

When using the Preview changes feature, you can choose which format to preview:

1. Select the ellipsis next to the Preview changes button.
2. Choose between:
   • Web report: preview the interactive Web report (works offline).
   • Inspection report (PDF): preview the full detailed PDF.
   • Inspection summary (PDF): preview the condensed summary PDF.

This allows you to review any format before publishing.

info

The PDF previews require an internet connection to generate. The Web report preview is rendered locally on your device and works offline.

Publishing a report

Publishing the Inspection Form creates a point-in-time report for record-keeping and sharing. Once published, you'll be able to share the report with clients and other contacts.

Selecting what to publish

When publishing, you can choose which formats to publish:

• The Web report, the Inspection report, the Inspection summary, or any combination.
• The Web report is selected by default. You can uncheck it if you'd prefer to publish only PDFs.
• At least one format must remain selected for the Publish button to be enabled.

All selected formats are generated and saved as part of the same report version.

Best practice

Consider publishing all three formats together. The Web report gives clients an interactive, mobile-friendly experience, while the PDFs cover offline, archival, and quick-summary use cases.

Publishing achieves a few main things:

1. It saves and syncs your report.
2. It generates the selected formats at the time of publishing, capturing all inspection insights and other information about the inspection job.
3. Each published version is saved as a historical snapshot you can refer back to.
4. Enables you to share a previously published report (even if newer versions of the report are available).
5. Enables you to easily perform follow-up inspections on a property.

Viewing a published Web report

When a Web report is published, the recipient (and you) can open it directly in a browser at the report's link. The page is mobile-, tablet-, and desktop-friendly and includes:

• An Overview with the primary photo, address, inspection date, property details, and the inspector profile.
• A Findings section showing the full list of actionable findings, grouped by recommended action (e.g., "Repair or Replace", "Monitor"), with each row linking directly to the corresponding item.
• A Summary table that lists each impacted item by category and component.
• Sticky category tabs (e.g., Exterior, Roofing, Electrical, Interior) that scroll-to-section and stay visible as you read.
• Items with photos, videos, notes, and a color-coded left border indicating the recommended action.
• Enlarge Image: tap or click any photo for a full-screen viewer.
• PDF download buttons: if you also published the Inspection report or Inspection summary, recipients can download the PDFs directly from inside the Web report.
• Display mode: the Web report supports both light and dark modes, with light mode set as the default.

Browse each view below:

Overview

Findings

Summary

Items

Images

Mobile

Making changes to an Inspection Form after publishing a report

You can always make changes to an Inspection Form after publishing your report. Simply publish the report a second time after your changes to see your updates.

• Reports can be published as many times as needed.

Here's an example:

• 10:00am: You finish your inspection, publish a report, and share it with your client(s).
• 5:00pm: Your client(s) review the report and ask you to correct a few typos.
• 6:00pm: You fix the typos, publish a new version of the report (which saves and syncs your updates), and share the updated report with your client(s).
• Depending on how you shared the report your client(s) will either automatically have access to the latest version or you can choose to manually share the latest version, as well.

This versioning system of published reports ensures a clear audit trail, which is helpful for revisits, legal compliance, or customer questions.

info

While you can make as many changes as needed to an Inspection Form keep in mind that a published report itself cannot be edited. It can only be marked as public or private.

• e.g., If you have five published reports you can always continue editing the Inspection Form from the fifth published report. You are unable to revert back to the first version and continue editing from there.

View all published reports

To view a list of all published reports for a particular Inspection select the View all button.

• This also allows you to quickly identify which reports are public or private.

Sharing a report

After publishing your report you will be able to share it with your client(s). However, you need to decide on a few things before you can do so:

1. Which version of the report you would like to share.
2. Who should receive the report.
3. The email subject and email body your client(s) will receive.

info

When you successfully share a report with your client you will be CCed in the email.

Report formats in the email

When sharing via email, your published formats appear as buttons in the message:

• If you published the Web report, the email leads with a button that opens the Web report online.
• If you also published the Inspection report and/or the Inspection summary, each appears as a secondary button below for direct PDF download.
• If you only published PDFs, the first PDF becomes the primary button and any additional PDF appears as a secondary button.

Your recipients will receive a single email with links to whichever formats you've published.

info

The Web report and the PDFs all respect the same public/private status. Setting a report private makes the Web report URL and every PDF attachment URL inaccessible to recipients.

Sharing the latest version of a report

When sharing a report, you will see an option to select the Report version. Selecting the dropdown menu reveals all of the published reports you have created for this Inspection.

Selecting Latest version (recommended) will include a link that always shows the latest published version of the report when your client(s) click it.

• e.g., You share a report to your client(s) and immediately notice a glaring typo. Selecting Latest version (recommended) allows you to fix your typo, republish your report, and rest easy knowing that when your client opens the report from this point onward they will have the latest published version of the report.

info

• No additional notification is sent to your client regarding a newly published version of the report.
• If an older version of the report is shared and includes a summary, but the latest version does not, clicking the summary button in the email will default to opening the first available format on the latest version.

Sharing a specific version of a report

When sharing a report, you will see an option to select the Report version. Selecting the dropdown menu reveals all of the published reports you have created for this Inspection.

The default option is Latest version (recommended). Selecting any other option will share that specific published report with your client(s).

• e.g., If you published a newer version of the report for your client(s) then you would need to re-share the report.

info

If your client(s) open the original report and download the PDF onto their computer or mobile device then they will still have access to that version of the report.

Selecting recipients of the report

You can share the report with:

• Any contact already associated with the inspection.
• Any other email address manually entered.

Selecting the To, Cc, or Bcc field reveals options to select the contacts you saved for that Inspection.

• Manually type an email to include them as a recipient, as well.

The Inspection report section at the bottom of the page allows you to do one final review of the PDF report prior to sending it to the recipients.

Best practice

Adding someone as a contact for the inspection does not mean they should receive the report by default. Always confirm with your client(s) who should be receiving the report.

Public vs. Private reports

When viewing your list of published reports you will find they each have a Report Status setting, which you can toggle between public or private. The status applies uniformly to every format you published: the Web report URL and every PDF link share the same public/private state.

Public reports

A published report that is public means the report is accessible by anyone you have previously shared the report with (and anyone else it may have been forwarded to).

Private reports

A published report that is private means the report is only accessible by yourself. This is useful if:

• You want to release the report after payment for your service is received.
• You no longer wish to provide public access of the report after some duration of time.
• You are on a multi-inspector plan, your organization's administrator(s) or scheduler(s) will also have access to this report.

How to use the Report Status feature

Report Status is a powerful feature that:

1. Provides you with granular control on which published reports remain accessible by your client(s).
   • e.g., You can easily see which reports are marked as public or private.
2. Provides you with granular control on how long a published report remains accessible by your client(s).
   • e.g., You can mark a published report as private whenever you need, which disables the URL that was automatically included in the email that shared the report.
3. Helps you ensure your client(s) are always referring to the latest report (in the circumstances where a revision or update needs to be made on your report).

To check and/or edit the Report Status of Published Reports:

1. Navigate to the Reports section.

2. Select View all.

   

3. Review which reports are public or private.

   

4. If a Report Status needs to be adjusted select the Published Report and navigate to the Report Status toggle.

   

5. Switch the toggle to public or private, as needed.

info

Setting a report as private removes the online access to the report: both the Web report URL and every PDF attachment URL.

• If a report for that Inspection was ever shared via the Latest version (recommended) report version, then Eneris would look at the Report Status of the latest published report. If that latest published report is public, you will also have to set its Report Status to private to ensure your client(s) are unable to access it.

If a recipient of your report downloaded the PDF onto their computer or mobile device then they will still have access to that file.