Reports

A report is the final product generated from your Inspection. Once your inspection is complete, all entered data is compiled into a professional PDF report that can be reviewed, published, and shared 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 of the PDF report, you must first save your report and then select the Preview changes button.

The resulting PDF allows you to review the output of your work so far.

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

Inspection Summary vs. Inspection Report

When working with your inspections, you can generate two different types of documents:

• Inspection Report: A comprehensive PDF containing all inspection details, findings, media, and entered data.
• Inspection Summary: A condensed PDF that focuses on key summaries and highlights from your inspection. The summary document will be titled with your report title followed by "Summary" (e.g., "123 Main Street Summary").
  • The inspection Summary is generated based on the selections you made in the summary label field within each component.

Both documents share the same title page and table of contents, but differ in their main content:

Feature	Inspection Report	Inspection Summary
Full inspection details	✓	-
Actionable findings	✓	-
Overview of summaries	-	✓
Items by summary labels	-	✓
Best for	Complete documentation and detailed records	Quick review and executive summaries

When to use each type

Use the Inspection Report when:

• Providing complete documentation to clients
• Creating detailed records for legal or compliance purposes
• Sharing all inspection findings and observations

Use the Inspection Summary when:

• Clients need a quick overview of key findings
• Sharing highlights before the full report is complete
• Providing an executive summary for decision-makers

Previewing an Inspection Summary

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

1. Select the ellipsis next to the Preview changes button
2. Choose between:
   • Inspection Report - Preview the full detailed report
   • Inspection Summary - Preview the condensed summary

This allows you to review either document before publishing.

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 document type(s) to publish:

• The Inspection Report only
• The Inspection Summary only
• Both the Inspection Report and Inspection Summary

Select the document type(s) you want to publish, then proceed with publishing. All selected documents will be generated and saved as part of the same report version.

Best practice

Consider publishing both the Inspection Report and Inspection Summary together. This gives you flexibility when sharing - you can send the full report for detailed review and the summary for quick reference.

Publishing achieves a few main things:

1. It saves and syncs your report.
2. It generates a PDF report at the time of publishing, which includes 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.

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 in the PDF report.

• 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 — helpful for revisits, legal compliance, or customer questions.

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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.

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

Report attachments in the email

When sharing via email, any published attachments will appear in the email form:

• If you published the Inspection Report, it will appear as an attachment you can preview
• If you published the Inspection Summary, it will appear separately as another attachment you can preview
• If you published both, both will appear as separate attachments in the email

Your recipients will receive links to access whichever documents you've published and included in the email.

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Both the Inspection Report and Inspection Summary respect the same public/private status. If you set a report to private, all its attachments become 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.

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No additional notification is sent to your client regarding a newly published version of the report.

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.

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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.

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.

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Setting a report as private removes the online access to the report 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.