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The Report Builder helps you turn your completed inspection findings into professional reports. You can generate AI-assisted summaries, review and edit report content, preview your documents, and finalize your reports before sending them to clients.

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Open the Report Builder

  1. Select Inspections from the main navigation.
  2. Open the inspection you want to prepare a report for.
  3. Select Generate Report to open the Report Builder.
Before proceeding, make sure your inspection findings and area overviews have been reviewed.

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Understanding the Report Builder

The Report Builder includes several sections for preparing your report. These sections help organize the information presented to your client.

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Generate an AI Summary

InspectIQ can prepare suggested report summaries using your documented inspection findings.
  1. Open the Report Builder.
  2. Select Generate AI Summary.
  3. Review the generated content in the available summary sections.
  4. Make any necessary changes before proceeding.
Review and approve your inspection findings before generating the AI summary. This helps ensure the summary reflects your completed inspection observations.

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Review and Edit Report Content

Each report section should accurately reflect the conditions observed during the inspection. Review the following:

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Report Title

Confirm the report title accurately identifies the inspection.

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Executive Summary

Review the overall summary of the property and the inspection’s key observations. Make sure it reflects the inspection without introducing unsupported conclusions.

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Safety Concerns

Review any safety-related conditions identified during the inspection. Confirm that the wording reflects the documented findings and their assigned severity.

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Major Concerns

Check that significant inspection findings are accurately summarized. These should correspond with the relevant findings documented during the inspection.

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Maintenance Recommendations

Review the suggested maintenance guidance for accuracy and relevance. Ensure recommendations are appropriate for the inspected property.
AI-generated summaries are suggestions. Always verify the content against your actual inspection observations and approved findings before finalizing the report.

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Save Your Report

After reviewing the report content:
  1. Make any necessary edits.
  2. Select Save Report.
Saving preserves your report content so you can continue reviewing or updating it.
Saving report content is separate from finalizing the report.

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Preview Your Reports

Before finalizing, review the generated documents.
  1. Select Preview Report.
  2. Choose Summary Report or Full Report.
  3. Review the information displayed.
  4. Return to the Report Builder if changes are needed.

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Summary Report

Review the important findings, including safety concerns, major concerns, and maintenance recommendations.

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Full Inspection Report

Review the detailed inspection content, including area overviews, findings, supporting photographs, and recommendations.
Preview both report types. The Summary Report provides a condensed overview, while the Full Report contains the more detailed inspection information.

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Finalize Your Report

When you’re satisfied with the report content:
  1. Review the Report Builder sections.
  2. Confirm that your inspection findings are accurate and complete.
  3. Save any outstanding changes.
  4. Select Finalize Report.
  5. Follow the available finalization prompts.
Finalization prepares the report for the next stage of the reporting workflow.

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Regenerate Reports After Changes

If you update inspection information after generating report documents, use Regenerate Reports to rebuild them. This is useful when you’ve changed:
  • Inspection findings or recommendations.
  • Area / Room Overviews.
  • Supporting photographs.
  • The report cover image.
  • Other inspection information included in the reports.

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Regenerate Your Reports

  1. Open the applicable report preview.
  2. Select Regenerate Reports.
  3. Allow InspectIQ to rebuild the Summary and Full Reports.
  4. Review the updated documents.
Regeneration rebuilds the report documents using the latest available inspection information. Always review the regenerated versions before delivering them.

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Download Your Reports

You can download the generated report documents for review or your records. Available options include:
  • Download Summary — Downloads the Summary Report.
  • Download Full — Downloads the Full Inspection Report.
You can also use Download PDF within the report preview.

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What Happens Next?

Once your reports are finalized, you can manage their delivery from the Reports page. From there, you can:
  • Review the report’s status.
  • Check any applicable payment requirements.
  • Preview the final report documents.
  • Send the Summary Report, Full Report, or both to your client.
  • Access previously sent reports.
Complete your inspection review before finalizing reports to minimize the need for later changes and regeneration.