Reusing a Previous Report in the ISN Report Writer
To help save time and avoid repetitive work, the ISN Report Writer includes a feature that allows inspectors to reuse reports from previous inspections. This is especially useful when inspecting a property more than once or when duplicating an order. By importing a previous report, most of the data, such as checkbox selections, comments, and images, can be carried over, allowing you to start with a solid foundation instead of from scratch.
While most data imports successfully, media items from the original Report Media Library may not transfer unless they are specifically assigned to comments, details, or sections within the report.
How to Import a Report from a Previous Order
1. Click on "Write Report"
To begin, open an order that does not yet have a template selected:
Go to Inspections > Scheduled Inspections:
Locate the order
Click Actions > Write Report
This will take you into the Report Writer for that order.
2. Click "IMPORT FROM PREVIOUS ORDER"
If the report has not been started and no template has been selected yet, you’ll see the report’s zero state. Click the IMPORT FROM PREVIOUS ORDER button to begin importing from an existing report.
3. Search for a Previous Order
In the search box, look up the order you want to import from. You can search by:
Property address
Client name
Order number
4. Select the Order You Want to Reuse
From the search results, click on the order that contains the report you want to duplicate.
5. Choose Templates and Import Options
You’ll be shown all templates used in the selected report. Choose the template(s) you want to import.
Additional options:
Keep data (checked by default): Carries over checkbox selections, comments, and field values from the original report.
Keep media: Imports the report’s media files (photos, videos) without including your full media library.
6. Click "ADD"
After making your selections, click ADD to import the report into the new order.
7. Review the Imported Report
Take a few moments to review the imported content. While most data will transfer, some items may need to be updated or added manually.
If you have any questions about this process, please let us know! You can reach us by chat, email at help@inspectionsupport.com, or phone at (800) 700-8112.