Developments - Inspections Tab - Reporting

Developments - Inspections Tab - Reporting

InfoThis article is part of the Inspections Tab section.

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Getting Started


To view when the next inspection is due in the reports:

  1. Tick Inspection Complete when uploading inspections to developments. 

  2. Select an Office on the Master tab of the developments. If you only have one office, you can set up a Default Office in System >  System Parameter > Offices.

  3. Set the Inspection Frequency on the Master tab of the developments:



Inspections Widget in the Custom Desktop


You can add a widget to your Custom Desktop to view developments that are due for an inspection.

  1. Go to the Custom Desktop tab.

  2. Click Add Widget in the top right corner.

  3. Tick Inspections, then click Save.

  4. Click the arrow to expand the filters in the Inspections section:



  5. To run the report, click Save:



Idea
Remove the Include Non Inspected tick if you only want to view developments that have already had an inspection.

Alert
Make sure to set the filters to high enough values to cover both the number of records returned and the inspection frequencies for the developments.

For example, if an inspection frequency is Yearly, you’ll need to set the Days Till Next Inspection Date and Days Since Last Inspection Date filters to periods long enough to cover both dates for this frequency (e.g. 400 days).

You may also need to increase the value in the Limit Records filter.


  1. If needed, drag the line at the bottom of the widget down to adjust its size:



  2. Right-click on the grid to export the list:



  3. Tick the columns you want to export and click Print, Export to PDF or Export to Excel. The visible columns are pre-ticked but you can select additional ones. Move the navigation bar on the right to view the additional columns:



Info
Read more about widgets here. 

Reports


You can also set up your own report under Reports > New Report.

Use:
  1. Category: Development

  2. Focus: Development Inspections

Here's an example for creating a report for Inspections:
  1. Add a Name and a Description.

  2. Choose the Category and the Focus.

  3. Use the double arrows to move all columns into the Selected box and click Next:



  4. Click on the plus sign, then select Column:



  5. Choose some parameters. For example: 

    1. Date of Inspection
    2. Greater Than or Equal
    3. Ask

  6. Click on the plus sign again and repeat the process to add more columns to narrow the results. For instance, you can add another column to specify a date range before running the report to see how many inspections were carried out within a period. For this, add the parameters: 

    1. Date of Inspection
    2. Less Than or Equal
    3. Ask

  7. Click Next.



  1. Choose a date range, click Run, then click Next:



  2. Click Save to save the report as an Excel file or click Print to print it or to save it as a PDF. Click Finish to save the report for future use:



You can access your saved report under Reports > User Reports > Development.

Info
Find out more about reports here.


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