Objective
Summary Improvement gives inspectors flexible, template-level control over how summary items are organized and displayed, improving report clarity and aligning the report experience with their workflow and brand.
Key Benefits
Keep summary items organized based on your category template order
Quickly find sections with alphabetical category sorting
Automatically sort items alphabetically within each category
Group summary items by rating for easier review
Choose where the inline summary appears in the report
Show or hide photos and media in the summary section
How to sort summaries in the Report
First, access the Summary in the Report Designer
Access the blue bar at the top of your ISN account and select Settings, then choose Office Settings
Locate the section titled Inspection and Fee Settings
In the second column of that section, scroll to the bottom and select Inspection Report Settings
Inside Inspection Report Settings, you will see two tabs:
Interactive Report
PDF Reports
Select the Interactive Report tab
Click the blue Open Report Designer button to access the Report Designer
In the Left Navigation click on Summary
Then, find the following options:
Use the available toggles to control how summary items are sorted and displayed in the report:
Sort Categories A-Z sorts summary items alphabetically by category name.
Sort Lines A-Z sorts summary items alphabetically by line name within each category.
Enable or disable each option based on how you want the summary organized in the report.
If you have any questions, please feel free to give us a call at (800) 700-8112, or you can email us at help@inspectionsupport.com or open a chat in the upper right corner of your ISN!