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How to Group Summaries by Rating

Written by Diego Ceja

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 Group Summaries by Rating

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 option:

image-20260519-150417.png

  • Use the toggle to control how summary items are organized in the report:

    • When enabled, summary items are grouped by rating type such as Safety, Requires Attention, and Recommendation.

    • Each rating appears as its own section header, with related categories, comments, and lines displayed underneath.


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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!

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