If you are using ratings in your inspection report to highlight positive or negative aspects of the property being inspected, it's easy to use those ratings to automatically merge information into a final summary.

Watch this video to learn more.

Basic outline of steps:

  • In Report Writer, click File > Custom Form Studio to access that utility.
  • In Custom Form Studio, right-click desired form group and Modify Ratings,
  • Click the Summary tab.
  • Turn on "Use selected ratings to build the summary"
  • For each rating, assign a desired summary label. More than one rating may be assigned to the same summary area; different or no summary areas may be assigned.
  • Click OK to save and exit.
  • When prompted, compile your forms to update them.
  • Your next new reports created will now use your new Ratings for summary settings.

Tip: To turn summary options on or off for Ratings for an existing report, while in the Report Writer you may use Preferences > Modify Ratings.  Note that this also adjusts the settings for the form group, although you must first compile them to affect new inspections.