Report Designer provides a flexible, visual way to configure how your interactive inspection reports appear to clients. Instead of relying on rigid, predefined templates, inspectors can now tailor layout structures, rating displays, and featured visuals to align with their brand and reporting style.
Key Benefits
Improved Client Readability
Clear, structured rating summaries make it easy for clients to quickly understand inspection results at a glance.
Stronger First Impressions
Enhanced featured image layouts deliver a polished, professional introduction to every report.
Consistent Look & Feel
Standardized styling ensures a cohesive, branded experience across all newly generated interactive reports.
Live Preview Experience
See design updates instantly with real-time previews before publishing.
To access the new Report Designer
Click on the profile Icon → Settings → Report → Open Report Designer
Opening Report Designer
In the Report Settings Page, there are now 2 tabs.
Interactive Report
PDF Report
All Interactive Report configurations are managed under the Interactive Report tab.
Inspectors can launch the Report Designer by clicking on “Open report designer” inside Report Layout
By default, the Featured Image opens first.
Report Components
The Report Components section is designed to give you flexible options to tailor the design and presentation of their reports.
Currently, there are four available components. Click on the title of each component for a detailed review:
Other Functions: Save / Preview / Publish
Report Designer provides a streamlined workflow that allows inspectors to manage, review, and apply report styling updates before they go live.
Save
Saves the current report design configuration without publishing it. This allows inspectors to continue refining their design while keeping existing live reports unchanged.
Preview
Displays the report in a full-width view by closing the side navigation and removing preview margins. This enables inspectors to experience the report exactly as clients would see it in a browser.
Publish
Finalizes and applies the updated design to all unpublished and newly generated interactive reports moving forward.
If you have any doubts or questions about this process, please let us know!
You can reach us by chat, email at support@palmtech.com, or phone at (888) 736-2462.