The Report Designer allows users to generate professional PDF reports for each inspection conducted using a template. This feature is available to template owners and users with the Template Editor role.
Whether you need a quick summary or a detailed, audit-ready report, Report Designer puts you in control of how inspection results are documented and shared.
Key Capabilities
On the Report Designer tab, users can:
Toggle content sections to include or exclude specific data
Preview the report in real-time to see what the final PDF will look like
Customize multiple reports for different stakeholders or use cases
This ensures your team gets exactly the level of detail they need — from high-level scores for executives to deep-dive responses for compliance officers.
What You Can Include
The layout is broken into several optional sections that can be toggled on or off:
Overview
Includes key metadata such as:
Inspection number
Template name
Establishment and entity
Closed by and closure date
Scope
Optional section to describe the scope of the inspection.
Summary
Overall results (score %, score #, number of actions and findings)
Section scores with breakdowns per section
Results by response for each question type
Issues
Findings identified during the inspection
Corrective or preventive actions assigned
Questions
Lists all sections, questions, and individual responses
Media
Includes images and notes attached to individual questions
When are PDF Reports generated?
PDF reports are automatically generated when an inspection task is closed. You can easily access these reports from the attachments panel located on the right side of the inspection task page. This ensures a consistent and auditable record for every completed inspection.