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Summary Organization - How to guide

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.

Written by Guillermo Rosas

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 access Summary in Report Designer

  1. Access the Report Designer (Click here to review how the report designer may be accessed)

  2. In the Left Navigation click on Summary

If you have any doubts or questions about this feature please let us know!

You can reach us by chat, email at support@palmtech.com, or phone at (888) 736-2462.

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