Palm-Tech

Summary Organization provides control over how summary items are structured within the interactive report, directly from the Report Designer.

Summary Organization - Overview

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.

Summary Organization - How to guide

Summary Improvements in PDF Reports and IR

Report Designer - How To Guide

How to display Summary in the Report

How to sort summaries in the Report

How to Show/Hide Image under Summary

How do I apply Summary Settings to PDF Report

Getting Started with the Report Designer

Featured Image gives you flexible ways to present the top of your inspection report.

Report Designer - Featured Image

Diego Ceja

Guillermo Rosas

Report Designer

Create a custom design with text, images, and links

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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