REPORT BUILDER – A WALK
Contents
1. Close button at the bottom of the Inspection Item Details form Our new Fireplace item now appears in the list of available items 12 Add the Fireplace item to our Laundry by highlighting it and clicking on the lt lt Add button 13 Click Save amp Close at the bottom of the Inspection Area form to save our new area and return to the main screen In the steps above we created an inspection item Fireplace on the fly But let s say that you wanted to set up all of your items first and then add them to your areas Or perhaps you want to create an item but not have it automatically associated to an area For example most houses you inspect probably do not have built in coffee machines but you want to be able to add one if needed In this case you d create a Built in coffee machine item but would not associate it to any areas So let s create a Built in coffee machine item 1 Since we re already in the Administration module select Inspection Items from the Select View dropdown list located just below the Report Builder logo on the main screen 2 You will now see a list of all of the inspection items including our Fireplace 3 Click on the Add New button and create a Built in coffee machine item Add in some values and commerts 4 When you re done click on the Save amp Close button to save your new item Let do an inspection Create an inspection Before you can create an inspection you2. first need to add a job Each job can have multiple inspections if needed 1 On the main screen click on the Jobs button at the very top of the screen You will now see a list of jobs 2 We could create a new job but for the sake of saving time we ll use an existing job Double click on the first job Westonville to open it or highlight it and click on the Open button 3 Have a quick look at all of the different fields available There s a lot 4 Click on the Inspection Details tab on the bottom half of the screen We want to create a new inspection for this job so select Building amp Pest Inspection from the Add a New Report dropdown and click the Add button see below 2 Job Details mx Job Data Details 55 Greenway Parade Westonville Clent Detail 15 08 2008 E ea ome Section 30 05 2008 fa TI T Tome e s a Ralph Bulwinkle Bulding amp Pest inspector gt aaa see 5 When prompted say Yes when asked if the property is multi storey 6 You should now see a blank inspection screen The first we want to do is add an Area 7 Select Rumpus Room from the Add a New Area dropdown and click the Add button You can now begin inspecting the Rumpus Room 8 Click on Fireplace from the Items to Inspect list 9 In this house the fireplace is a freestanding fireplace and definitely needs a service So
3. let fill out the details for the fireplace as follows e Value Freestanding notice how Freestanding fireplace is entered e Comment Requires service notice the full comment appears Page 5 10 On closer inspection you notice that the stove pipe has corroded through up by the elbow So let s change the comment by clicking on the little magnifying glass in the top right corner of the field 11 A zoom window will appear where you can now edit the existing comment and add your own free text comment So add something like The stove pipe has corroded through and needs replacing 12 Now give the Fireplace item a Condition of Poor Now that all of the required fields for this item outlined in red have been filled in a green tick will be displayed indicating that this item is complete Let s say that in this house there happens to be a built in coffee maker in the Rumpus Room you never know So let s add a Built in coffee maker item to our Rumpus Room 13 Below the list of items for our Rumpus Room you ll see a dropdown box and an Add button This is where you can add ad hoc items to an area Ceilings and Cornices Architraves and Skirting Wall Finish Interior Doors and Windows Inte Painting Floor Coverings 14 Select Built in coffee maker and click the Add button You can now add values comments and a condition for the rumpus room s coffee maker At the end of this walk th
4. REPORT BUILDER A WALK THROUGH The purpose of this document is to take you on a quick guided tour through the demo version of Report Builder and to highlight the basic features and extreme flexibility of the product The intention is to give you a brief taste of Report Builder in as few words as possible So in keeping with that theme let s get started Download and install the demo version If you haven t already done so download the demo version of Report Builder from http www avonthor com demo and install it Open Report Builder Open Report Builder using either the Desktop icon the Quick Launch icon or through the Start Menu Because this is a trial version you will see the following screen Click the Continue button and the Main Jobs Screen will appear Personalise your inspection In Report Builder you can have multiple inspection types building inspection pest inspection Each inspection type can have multiple areas bedroom roof cavity pool Each area can have multiple items doors floor coverings shower And each item can have multiple pre defined values and comments And all of the above can be completely defined by YOU On top of that you are able to add in areas items and ad hoc values and comments on the fly while you are doing an inspection But we ll get to FMa later Page 1 The first thing we are going to do is create a new Inspection Area l On the Mai
5. e you can select which type of document you would like to generate as a Word document 4 There are a few different reports to choose from but for the purposes of this exercise select Building amp Pest Report from the dropdown box and click the Generate button 5 Depending on the complexity of the report this may take a little while to run When finished your generated report will be opened up in Microsoft Word 6 Because it is a Word document you are free to edit the report as needed before sending it to the client In your Word document pay particular attention to the section titled Interior This is where the data for the Rumpus Room and most of the other areas will be Personalising your Report Templates in Word The beauty of Report Builder is that you are not tied to a standard format for your reports This is because Report Builder uses Word documents for its report templates You can design your reports however you like and then simply add in the Report Builder placeholders where you want field data to appear You can even apply formatting to these placeholders and the data coming in from Report Builder will assume the formatting To have a look at how a Report Builder template is put together 1 Go back into Report Builder If you still have a job open Save amp Close it so that you are back at the main screen 2 Click on the Manage Templates button at the top of the screen 3 Windows Explore
6. n Job screen click on the Administration button at the very top of the screen The list of Inspection Areas will be displayed Click on the Add New button to add a new area Let s create a Rumpus Room Fill in the form as follows Inspection Area Details Rumpus Room Building amp Pest Inspection E No Is this Area required to be induded in the Inspection Report 0 Start the Inspection Report with how many of these Areas No Should the first of this Area be numbered eg Bedroom 1 Yes Is this Area s Condition field required to be filed in Yes z For multi storey buildings does this Area require a Level Order Associated Item Available Item Access Interior Architraves and Skirting Boards Bath Bedding and Pointing Ceilings and Cornices Now let s assign some of the items to our Laundry Click on Ceilings and Cornices in the Available Inspection Items list and then click on the lt lt Add button Click Yes when prompted to save the item Add some more items such as Architraves and Skirting Boards Wall Finish Interior Doors and Windows Internal Painting and Floor Coverings Let s say we live in a cold climate and most Rumpus Rooms have a fireplace We can always add and remove items when we are doing an inspection but to save us time we want our Rumpus Room areas to include a fireplace by default Page 2 7 Click on the Add New butt
7. on located under the Available Inspection Items list and fill in the form as follows but don t click the Save amp Close button yet Inspection Item Fireplace Descripti Condition Required Yes Is this Item s Condition field required to be filed in Value Required Yes Is this Item s Value field required to be filed in fee E Inspection Item Details Changes made to this Inspection Item will affect how it behaves for ALL Inspection Areas that it is associated with 8 To make our lives easier when doing an inspection we want to add in some pre defined values and comments These values and comments will be available in dropdown boxes when we are doing an inspection 9 Create the following item values for our Fireplace by clicking using the Add New button on the right hand side of the list Order Code Value appears in dropdowns actual text entered into your inspection 1 Gas Natural gas fireplace 2 Prefab Prefabricated fireplace 3 Freestanding Freestanding fireplace 4 Electric Electric fireplace 5 None There is no fireplace 10 Click on the Comments tab at the bottom of our Fireplace item and add in the following item comments Order Code appears in droodowns Value actual text entered into your inspection 1 Requires service The fireplace requires servicing before use 11 Once you are done click on the Save amp
8. or when you are ready to leverage the full power of Report Builder The user manual is available in the Demo version as well You can find the shortcut in the Report Builder Demo program group in your Start Menu And don t forget that you can contact our technical support via our website http www avonthor com support and http www avonthor com contactus
9. r will open up the My Templates folder and you will see two folders Generated Worksheets and Report Templates 4 Open the Report Templates folder and you will see all the current Word templates 5 Open up Building Report Template doc 6 Notice the placeholders They look like 7 Update the front page of the document with your company s information 8 Save and close the document Also close any other Word documents you may have open 9 Return to Report Builder and open up our job select our inspection report and re generate the report Feel free to modify the Report Templates to test them out Just be careful around the placeholders Detailed documentation on how to modify and create your own templates is provided when you purchase Report Builder A final note As long as this walk through may have seemed we ve only just touched on the many features available in Report Builder The program was designed to be both powerful and flexible Report Builder ships with a number of pre designed Building amp Pest report templates as well as predefined report specifications areas and items for these templates The report specifications hold hundreds of predefined comments specific to building and pest inspections If you wish you could start inspecting immediately or you may edit our specifications to personalise them for your business There is also a comprehensive user manual f
10. rough we re going to generate an inspection report for this job so please continue filling in this inspection so that there is something to report on at the end Just don t close the inspection yet Page 6 Check on the progress of our inspection As you ve probably already noticed as you complete items and areas in the report ticks will appear to indicate your progress In the Report Areas dropdown at the top of the screen In the Items to Inspect list The green tick next to the Item name The green tick next to the Area name o An area is deemed complete when all of the required area details and all of the area s items are complete But to see the status of your inspection at a glance click on the Inspection Summary button at the bottom of the screen This screen displays a summary of all of the areas you have inspected and whether or not they are complete It also lists any required areas that are missing from the inspection Generate an inspection report in Word Okay let s save and close our inspection and return to the Job Details screen so that we can generate a report 1 If you are still in the inspection click Save amp Close to return to the Job Details screen 2 Inthe Inspection Details tab click ONCE to select our newly created Inspection Report in the Inspection Reports list if it is not already selected 3 Now click on the Generate Document button This will open the Generate Document form wher
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