Articles on: Report Settings

Change the name of a report type

Changing the name of a report type

Report names are fully customisable and can be edited in a few clicks.

Go to Account in top right corner of the website's homepage and click Settings.

Click to Report settings.
Choose a report type: Inventory / Schedule of Condition, Inspection or Check Out.
For example, if you wish to change the name of Inventory / Schedule of Condition and call it simply Inventory, click General underneath.

Erase the part of the name you wish to change, and simply replace it with your name of choice.
You can also choose to stop displaying the Contents page and Reports summary in the final report.
Don't forget to save your changes by clicking Update.

The changes will only be applied to new reports, and not reports that are already created, in progress and completed.

Updated on: 17/11/2023