Skip to main content

Filters

Learn about and how to use filters

Written by Sydney Honda

Filters complement your templates. They are used to create preset lists of pages and sections for the type of report you need. For example, you may have a master template with 10 pages and 30 sections in it, but you only need 3 pages and 10 sections to do your Condo Inspection. You can create a filter to give you just that.

To start with adding filters, click on "Filters" in the main menu. Click on "Add Filter":

  1. Name the filter. In our example it is "Condo."

  2. Select the pages and sections you want.

  3. (optional) Click Sort to reorder things in a different position.

Click Save when done, now you have a filter ready for use.

How to use the filter

Filters are used when starting new reports. To start a new report, head to the Dashboard (main menu). Locate a current, upcoming, or another inspection (under All Inspections) then click on "Start Report":

Select the template, then select your filter:

Finally, click "Start Report" - the newly christened filter will be in effect, providing you with a list of pages and sections as you defined.


Did this answer your question?