Merging Reports
Note: Reports can only be merged if they are created using the same template.
- The first report you select will be the “Primary” report. Select the report you would like to merge with the "Primary” report and select Merge Reports (as shown below).
- Select Confirm.
- Wait for the merging to complete.
Note: The size of your reports' will determine the length of time they take to merge.
- When the merging has completed, a notification banner will appear at the top of the screen.
- Select the Refresh icon to update the reports list.
- All original reports as well as the new merged report will appear in the report list.
Tip: You can archive the original reports if they are no longer required. To learn more about archiving reports, click here.
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If a field in the primary report is blank, data from the second report will overwrite the blank fields. (See images below).
- Select anywhere on the report and select the Details icon to edit the report details.
Cloning Report
Cloning is the process of making a copy of a report, while keeping the original version. You may find this useful if you are surveying a property periodically or if you want information from a previous report to appear in the new report.
- Select the report you want to clone and click on the Clone icon (as shown below).
- You can choose to rename the newly cloned report and decide whether to include or exclude Photographs and Notes.
- Select Clone Report to confirm.
- A notification banner will appear when the Clone has completed.
- Select the Refresh icon to view the updated reports list.
- The cloned report is now visible in the reports list.
- Select anywhere on the report and select the Details icon to edit the report details.
