Example Use Cases
Executive Summary: Scores and critical findings only
Detailed Compliance Report: All questions, answers, and instructions
Field Team Report: Photos and actions focused
Quick Review: Failed items
Why Use Custom Report Templates?
Focus: Show only relevant information
Flexibility: Different templates for different audiences
Consistency: Standard reporting format
How to Create a New Template
Step 1: Access the Checklist Editor
Open your checklist in the web application
Click the "Reports" tab in the top menu
View the "Report Templates" section
Step 2: Create New Template
Click the "Create New Template" button
Fill in the template information in the panel that opens on the right
Step 3: Enter Basic Information
Template Name
Give your template a descriptive name. Good examples:
"Executive Presentation"
"Compliance Audit Report"
"Daily Field Inspection"
"Client Sharing Report"
Tip: Choose a template name that reflects the report's purpose.
Setting Template Scope
This setting determines where your template can be used:
Option | Description |
○ Only This Checklist | Template is used only for this specific checklist. Ideal for unique, specialized reporting requirements. |
○ Only This Checklist | Template is available organization-wide. Perfect for standard reporting formats. (Recommended) |
Display Options
Choose which sections appear in your report. Each option has a toggle (on/off) button:
1. Audit Questions
What it includes: All questions and answers from the checklist
When to use: Detailed audit records
2. Findings
What it includes: Failed items and identified issues
When to use: Issue-focused reports
3. Actions
What it includes: Created corrective and preventive actions
When to use: Follow-up required reports
4. Scoring
What it includes: Audit score, percentages, pass/fail status
When to use: Metric-focused executive reports
5. Instructions
What it includes: Guidance notes added to questions
When to use: Training and procedure documents
6. Media
What it includes: Photos and videos captured during audit
When to use: Reports requiring visual evidence
Template Suggestions
Report Type | Recommended Options | Use Case |
Executive Summary | Scoring + Findings + Actions | Quick status update |
Detailed Audit | All (default) | Official record and audit |
Field Report | Findings + Media + Actions | Immediate response |
Training Document | Questions + Instructions | New employee onboarding |
Client Presentation | Scoring + Media | Professional sharing |
Managing Templates
Editing a Template
In the Reports tab, click directly on the template card
The editing panel will automatically open on the right side
Make your changes (name, description, scope, display options)
Click "Save"
Tip: When you click on a template card, you can edit all settings from the same panel. No separate "Edit" menu needed
Disabling a Template
You can temporarily disable a template instead of deleting it:
Click the ⋮ (three-dot) menu on the template card
Select "Deactivate" option
The template remains visible in the list but cannot be selected
To reactivate, use "Activate" option from the same menu
Important: Disabled templates are not deleted, just temporarily unavailable. This is a safer option than permanent deletion
Setting a Default Template
Make your most-used template the default:
Select "Make Default" option on the template card
New audits will automatically use this template
The default template card will display a ⭐ star indicator
Best Practices
Do's
Use descriptive names (e.g., "ISO 9001 Audit Report")
Create purpose-specific templates
Utilize the description field
Build a template library (3-5 standard templates)