The Build a report page allows you to create a detailed report on all the created and executed inspections of the selected company. You can also apply filters of parameters.

After applying the filters it is necessary to press the “Refresh list” buttons.

After formation, the resulting list can be unloaded in Excel format by pressing “Export to Excel”.

Parameters required to create a report:

Filter

Description

Values

Company

Selection of the company for which the report is needed

Name of the company

Creation period

Selection of inspections created in the selected period.

“Date from” and “Date to”

The role of the executor

Selection of inspections created only by specified categories of users

  • Superadmin

  • Administrator

  • Group administrator

  • Approving person

  • Expert

  • Inspection operator

  • Agent

  • Inspection organiser

  • Client

Current status

Selection of inspections that are in a certain execution status

  • draft

  • preexpertise

  • expertise

  • repeat

  • approval

  • clientagreement

  • contract

  • deny_expertise

Created through

Selection of inspections according to the source of creation

  • mobile appmobile app (app-to-app link)

  • mobile app (clone of another inspection)

  • web interface

  • web interface (app-to-app link)

  • web interface (clone of another inspection)

  • integration interface (integrapi)

  • integration interface (integrapi, app-to-app link)

  • integration interface (integrapi, clone of another inspection)

Insure Process Steps for incomplete analysis

report the detailed information about the performed steps of the inspection, for incomplete inspections


NOTE: After changing the settings, press the "Refresh list" button, after which you can unload the report by pressing the "Export to Excel" button.