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When creating report templates that can be used and sold

Reports are assembled in the following way

1. Templates
2. Template Headings are within Templates
3. Questions and Answers attached to Template Headings
4. Text Snippets attached to Answers

Setup

Normally in this order

1. Create the headings of interest
2. Create questions and answers within the headings (and text snippets anytime)
3. Assemble Template from headings

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Glossary

1. Snippets - are prebuilt text that can be copied into a report area by selecting from a dropdown
2. Sections - are a section of the report that requires questions to be answered, findings and recommendations
3. Document Fragments - are sections of the report that do not require questions to be answered - example "Terms and Conditions"
4. Headings / Parents - is where you can setup the headings that sections will assemble under
5. Templates - are where the report structure is defined - the headings involved, the sequence of the report, the brand of the report

Headings

Check all the headings you require in the report have been defined

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Sections

Define the sections to be added - or check if they already exist

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Repeating Sections

Repeating Sections can be repeated in a report if required - for example "Bedrooms" where the set of questions repeats each time a bedroom is found

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Result Template - Example Results

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Add Snippets to the Section

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Define Document Fragments (eg Glossary or T&C)

These are standard sections with no questions.

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Define the Report Template

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Other items

 The report also uses other information in the system:

• From the inspection booking - example inspectors name, address of the property etc
• From the Host Company - ABN and contact details, Signature file

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