Allow users to cherrypick what data is included when copying reports
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Yana Miezydova
The cherry-pick feature is live, but we plan to improve the report copying process so users can select specific data within a section — for example, inspection records that are marked as “suspect asbestos” only.
We’ve created a new feature request for this: Allow users to cherry-pick specific data within sections when copying reports, and have added a vote on your behalf so you’ll be notified once we begin working on it.
Andrew Houghton
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This feature is now live!
Copy a report as normal, but when you come to paste into a new job (Using the Copy Here... function) you'll be asked to select which elements you'd like to keep and which to exclude (if any).
This will be a huge time-saver for reinspections and revisits.
We'll be updating our Knowledge Base article with full details soon.
Paul King
This feature is almost ready, we expect it to be released within the next week or so.
This will make it much easier to copy reports with lots of items, since you'll no longer need to manually delete the parts you don't want afterwards.
Heres a sneak peek at how the cherrypick feature will look:
Mark Malone
in progress
Andrew Houghton
under review
Andrew Houghton
Merged in a post:
Option to exclude photos when copying reports
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Dan Hesketh
Would like the option to exclude photos when copying reports to encourage surveyors to take new photos on re-inspections.
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Scott Bentley
Excellent news, this will help massively when undertaking re-inspections by allowing us to pick only the asbestos items and areas of no access
Paul King
David King
Bumping this feature request as one of our clients has reports with a whopping 3000 inspection items. So it's impractical for them to manually edit the data when copying reports.
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Debbie Hales
Hi Paul, is there any progress with this one?
Andrew Houghton
Debbie Hales: Hi Debbie, the short answer is 'not yet'.
We're concentrating on an improved dashboard at the moment (almost ready!) and will be developing advanced scheduling features as a priority after that. If you'd like a chat about this and any other feature requests let me know and I'll give you a call.
Paul King
I think the default behaviour should be to NOT include photos when copying reports, but allow users to override this behaviour with a checkbox to "include photos" if necessary.
e.g. The same way that 'Copy Item' works on the mobile app.
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