Setup
You will need the following permission in your security group:
Can see all tasks.
Can send dispatches.
Can view property list page.
Can view property.
Can add reports.
Can view reports.
Can change reports.
Can delete reports.
Can view report list page.
Click here to learn about permissions and security groups.
A report type has one of three contexts: Task, Property, or External, which determines whether it can be created from a task, a property, or either.
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How to send reports via dispatch
4. Prepare the dispatch: select reports, review Report Requirements (tick Okay to proceed if Manual billing required is enabled on the client), and adjust recipients or the body of the email.
4. Prepare the dispatch: select reports, review Report Requirements (tick Okay to proceed if Manual billing required is enabled on the client), and adjust recipients or the body of the email.
If the task needs to stay active or in the current status, untick Mark Task as Complete or Archive Task.
How to create a property report
How to create an external report
1. Select the External report type from the Create report dropdown in the Process section of the task, or from the Reports tab on the property.
Available fields on a report
Required (Issued)
Required (Issued)
Issued: Date the report was issued.
Optional (Title, Template, Compliant, Published, Inspected, Technician, Approver, External reference, Amendment, Internal note, General note, Critical note)
Optional (Title, Template, Compliant, Published, Inspected, Technician, Approver, External reference, Amendment, Internal note, General note, Critical note)
Title: Override the default title for this report.
Template: Change the template of the report (not recommended).
Compliant: Should the report show as passing in correspondence and the Customer Portal?
Published: Publish a report to make it visible in the customer portal.
Inspected: The inspection date.
Technician: Select the field user from the dropdown.
Approver: Select the user who approved the report.
External reference: External reference numbers/codes
Amendment: Used for internal reference if the report created due to amending another report.
Internal note, General note and Critical note: Provide additional notes on the report.
How to edit or delete a report
Reports can be accessed from the following pages:
In the Process section of the task.
On the Reports tab of the property.
Via Customer Data > Reports.
Update to change report fields. Once updated, click Save Report.
The sync icon (next to Download PDF) to regenerate the report after changes to the template or report fields.
Delete to permanently remove the report from the workspace
Recommended steps
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