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.

Ship something

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.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

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.

Prototype role-limiting follow-up

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

Prototype getting-started answer

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

Prototype integrations answer

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

Prototype invite-team answer

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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