8 ways you can customize reports in iAuditor. A user is using an iPad and conducting an audit while in his Uber car.
8 ways you can customize reports in iAuditor. A user is using an iPad and conducting an audit while in his Uber car.
8 ways you can customize reports in iAuditor. A user is using an iPad and conducting an audit while in his Uber car.
By ariel.sammy@safetyculture.io   |  
May 12th, 2016

8 Ways to Customize your SafetyCulture iAuditor Reports

Reading Time: 4 minutes

Now that you have set up your templates and completed an audit, it’s time to seek ways to build functional and beautiful reports. With SafetyCulture iAuditor, reports are easy to produce and display all your findings and information in a readable and professional format. There is so much customization you can do with your reports that you most likely did not realise was there.

To get started, you will need to set up Export Profiles where you can change the settings and save your customization options. That way your settings will be saved as an Export Profile for future use.

What is an Export Profile?

An Export Profile is a saved setting you apply to a specific template. If you want a template to be set up to only email certain people or to have a customized report for management, then you can create an Export Profile for each individual template. By using template specific Export Profiles, you can centrally manage the appearance and sharing capability of reports for your entire team. If you are an admin, you can restrict the editing capability of your Export Profiles, so your team always send reports the way you want them to look and to the correct email address.

Get started with customization

To get started use a test template and audit to create a mockup so you can make changes without altering any of your company templates. The best way to start is to just create a template and test it by conducting an audit. Then you can go and start customizing.

For iOS users:

  1. Create a template
  2. Run a test audit
  3. Make your changes by selecting customization
  4. After making changes, it will prompt you to save your profile

For Android users:

  1. Create a template
  2. Run a test audit
  3. To start customizing you will need to create an Export Profile
  4. Start customizing

Now let’s get customizing with our recommendations to set you up for success.

1. Add a template logo

We recommend customizing your title page instead of a cover page. To create a report with the company logo, open the Title Page section within your Export Profile and select ‘Use Template Logo.’ This logo will be used during exporting on the title pages of your final audit.  Here you can also define the logo size. The sizing works in pixels and we recommend changing it to 250 pixels, which will provide a nicely sized logo on your title page.

This image shows SafetyCulture users how to change the logo size in an audit when in the customization section of the reports

2. Header fields on the title page

Within the title page section, it’s also useful to change the header fields. When you click ‘Line 1’ you can determine what text appears on the front page of your report.

3. Email sharing options

This is a really powerful feature and vital if you want to ensure the data collected is going to the right recipients. Let’s say you want to only send particular sections of the report to management without the disclaimer and media page. You can create a unique Export Profile called ‘Management’ with all your customization as required. Or, you might want to send your completed reports via email and Dropbox. You can do that by choosing your selected delivery method to be Email or Dropbox, or both.

To select what you want to display in the Subject field and lines within the email, we have a list of shortcodes you can use.

Screen Shot 2016-05-12 at 3.50.31 pm

Within the email template below, I want the Audit title, total score and date emailed to display as the subject line. Remember, your audit must contain these fields in order for it to display in the subject line.

This image shows how you can add in shortcodes to customize how your SafetyCulture iAuditor templates display within an email and what information can be shown

You can also change your file name so it is easy to find within your Dropbox folders.

Screen Shot 2016-05-12 at 3.50.18 pm

4. Branding and color customization

The power of SafetyCulture iAuditor is truly unlocked by using this feature. This is how you can really change the appearance of your report to reflect the branding of your company. The coloring options are vast with the ability to change category coloring, text, cell padding within the audit section and the color of your text.

This picture is of a SafetyCulture iAuditor report using customization to change the colours and make the report more suited to a company's needs.

5. Change the disclaimer and confidentiality pages

This is one of the most underutilized features. Most users want to take this section out completely, but did you know you can customize the text here? Instead of a disclaimer page you could turn this into your Terms and Conditions page, or change the disclaimer to your company mission statement. You could put your branding or values in there. The options of customization in these sections are endless and rarely used. To perform this action easily on your device (export editing options on desktop will be available soon), you can copy and paste this text from an email. Again, here you can also customize the fonts and colors.

Screen Shot 2016-05-12 at 3.37.55 pm

6. Reduce image resolution for easy sharing

Most companies have size limits on incoming emails. If you are auditing and embedding a lot of photos in your reports, you are bound to run into issues sharing your reports. Within the Export Profile section, you can easily change the resolution of the images. You can also change the ‘Appendix’ text to image or photograph. Find out more about reducing image size here.

Screen Shot 2016-05-12 at 3.38.07 pm

7. Page orientation

By selecting the Page Options section, you have the ability to change your page orientation to landscape or portrait. We recommend changing your audit pages where you have the data to landscape. Not only does it fit more content in, but it is easier to read and scan your findings.

Screen Shot 2016-05-12 at 3.38.17 pm

8. Change your question responses

Changing what type of questions is displayed in the final report is also super powerful for visibility and data collection. Let’s say the facility officer at your company only wants to know the negative findings so he can action them. You can create an Export Profile called ‘Negative Findings’ or ‘Follow-ups’ to create a condensed PDF report. SafetyCulture iAuditor gives you the ability to omit any fields that don’t make sense to display for your business. You can also omit categories and sections if they are unanswered in audits. You could have a lot of data within your audit but only be exporting the findings.

Once you perform all of your customization, you can click ‘Save As’ on your Export Profile. That will now be available to select when you are exporting a report on your device, and most recently on your desktop.

If you need help setting up Export Profiles, contact support@safetyculture.io

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