> ## Documentation Index
> Fetch the complete documentation index at: https://help.myinspectiq.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Managing & Delivering Reports

> Track report status, preview and regenerate reports, and deliver completed inspection reports to clients.

The **Reports** page is where you manage, review, and deliver completed inspection reports to your clients.

You can monitor report progress, check payment status, preview documents, regenerate reports, and send the final PDFs directly from InspectIQ.

## Access Reports

1. Select **Reports** from the main navigation.
2. Review your inspection reports and their current statuses.
3. Locate the report you want to manage.

## Understanding Report Statuses

At the top of the Reports page, you'll see three status summaries.

| Status | Description |
| - | - |
| **Draft** | Reports that are still in progress. |
| **Ready to Send** | Reports that have been finalized and are ready for delivery. |
| **Sent** | Reports that have been delivered to clients. |

These summaries provide a quick overview of your reporting workload.

## Find an Inspection Report

Use the search and filter options to locate a report.

Available options include:

* **Search** — Search by property address, client, or inspector.
* **All Statuses** — Filter reports by their current status.
* **Payment Status** — Filter reports by payment status.
* **Select Date Range** — Narrow results by date.
* **Newest First** — Change the sorting order.

### My Work and Team

Team Owners can switch between two views:

* **My Work** — Reports associated with their own inspections.
* **Team** — Reports associated with the team.

## Preview a Report

Before delivering a report, review exactly what your client will receive.

1. Find the inspection on the Reports page.
2. Select **Preview**.
3. Choose **Summary Report** or **Full Report**.
4. Review the document.

The preview includes a PDF viewer and a **Report Sections** panel for navigating the document.

You can also adjust the viewing size using the available zoom controls.

> [!TIP]
>
> Always preview both reports before delivery. Check the property details, photographs, observations, and recommendations.

## Regenerate Reports

If you've updated an inspection's findings, photos, cover image, overviews, or other report information, you can regenerate the reports.

1. Open the report using **Preview**.
2. Select **Regenerate Reports**.
3. Wait for InspectIQ to rebuild the documents.
4. Confirm the regeneration message.
5. Review the updated reports.

InspectIQ rebuilds both the Summary Report and Full Inspection Report using the latest inspection information.

> [!NOTE]
>
> Regenerating reports updates the generated documents. Always review the new versions before sending them to your client.

## Download a Report

You can download report PDFs directly from the preview.

1. Open **Preview**.
2. Select **Summary Report** or **Full Report**.
3. Select **Download PDF**.

For reports already marked as Sent, the Reports page may also display separate **Summary** and **Full** download actions.

## Understanding Payment Status

The Reports dashboard displays payment information alongside each inspection.

For example:

* **PAID** — Payment has been recorded as received.
* **UNPAID** — Payment has not yet been recorded as received.
* **N/A** — A payment status is not applicable or available for that report.

Some reports may display **Payment required before release**.

This indicates that the report is subject to a payment requirement before it can be delivered.

### Send a Payment Reminder

Where available, select **Send Reminder** beside the unpaid report to initiate the payment reminder process.

> [!NOTE]
>
> A finalized report may be marked Ready to Send while still displaying an unpaid status. Review payment requirements before attempting delivery.

## Send a Report to Your Client

Once your report is ready for delivery:

1. Find the report under **Ready to Send**.
2. Select **Send Report**.
3. Review the delivery options.

The **Send Report** window lets you choose which documents to include.

### Select Reports to Deliver

Use the available toggles to include:

* **Summary Report** — A shorter overview of key inspection findings.
* **Full Inspection Report** — The complete inspection report, organized by area.

Both reports can be selected for delivery.

### Review Recipients

The delivery window includes:

* **To** — The client's email address.
* **CC (Optional)** — Additional email recipients.

To send a copy to multiple people, enter their email addresses in the CC field, separated by commas.

### Send the Reports

1. Confirm the selected report documents.
2. Review the recipient information.
3. Add any optional CC recipients.
4. Select **Send Report**.

The selected report PDFs are attached to the delivery email.

> [!NOTE]
>
> Sending a report marks it as delivered to the client in InspectIQ.

## Access Previously Sent Reports

Reports marked **Sent** remain available from the Reports page.

You can locate them using the search and filters, open their previews, or download the available report documents.

This allows you to retrieve previously delivered reports when needed.

## Before Sending a Report

We recommend confirming the following:

* The report is finalized and ready for delivery.
* Both the Summary and Full Reports have been reviewed.
* All findings and recommendations are accurate.
* Supporting photos are correct.
* Any applicable payment requirements have been satisfied.
* The client's email address is correct.
* Any additional CC recipients are authorized to receive the report.

> [!WARNING]
>
> Inspection reports may contain confidential client and property information. Confirm that all recipients are authorized before sharing the documents.

> [!TIP]
>
> Use the Reports dashboard regularly to identify reports awaiting delivery, outstanding payments, and completed deliveries.


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