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Digital Reports

Share interactive digital reports with your clients for instant access and improved engagement.

Digital Reports transform your traditional PDF reports into interactive, web-based experiences that clients can access instantly from any device. Share reports via secure links with PIN protection, allowing clients to view the report in a modern and interactive way.

How Digital Reports Work

Digital Reports provide a modern alternative to traditional PDF delivery, offering several advantages for both you and your clients:

1
Enable Digital Reports → Turn on from branding settings
2
Complete a Report → Generate report as usual
3
Email Report to Client → Digital link included automatically
4
Client Gets Access Details → Receives link and 6-digit PIN
5
Client Views Report → Opens link, enters PIN, views report

Key Features

Instant Client Access

Clients receive reports immediately without waiting for email attachments or large PDF downloads. The web-based format loads quickly on any device and provides an intuitive browsing experience.

Interactive Navigation

Digital reports feature a comprehensive navigation system with:

  • Section Sidebar: Jump between report sections quickly
  • In This Section List: A list of the features within the section being read, shown on the right. It can be collapsed to give the report more room, and starts collapsed on narrower screens. The choice is remembered for next time
  • Status Indicators: Visual badges showing defect counts
  • Search & Filter: Find specific information within the report
  • Mobile Optimisation: Responsive design for tablets and smartphones

Enhanced Photo Experience

Photos are displayed in an advanced lightbox viewer with:

  • High-resolution image display
  • Swipe/click navigation between images
  • Inspector notes and captions displayed prominently

Security & Privacy

Digital reports include comprehensive security features:

  • Secure Links: Cryptographically secure sharing keys
  • PIN Protection: 6-digit PIN required for all digital reports
  • Access Tracking: Monitor when clients view reports

Enabling Digital Reports

Enable for Your Account

To activate Digital Reports for your account:

  1. Navigate to Settings → Branding
  2. Locate the "Digital Reports" section
  3. Toggle "Enable Digital Reports" to the ON position
  4. Save your changes

Opt-in Feature

Digital Reports are currently an opt-in feature that requires manual activation in your settings. In a future update, Digital Reports will become the default report delivery method for all users.

Creating and Sharing Digital Reports

Automatic Generation

Once Digital Reports are enabled, every completed inspection automatically generates both a PDF report and a digital report link. No additional steps are required during the inspection process.

Managing Digital Reports

Access digital report management through your Reports Dashboard :

  1. Preview Digital Version: Easily preview the digital report before sending to clients
  2. Monitor Access: View when clients accessed the report in the activity log for your report

Client Experience

Accessing Reports

Clients access digital reports by:

  1. Clicking the secure link you provided in your email
  2. Entering the 6-digit PIN provided in your email
  3. Viewing the report immediately in their web browser

No account creation or app installation is required - clients can access reports instantly from any device with internet connectivity.

Interactive Features

Clients can:

  • Navigate between report sections using the sidebar menu
  • View photos in full-screen lightbox mode
  • Download original report photos
  • Read inspector notes and recommendations
  • Save a PDF version of the report.

Mobile Experience

Digital reports are fully optimised for mobile devices, providing:

  • Touch-friendly navigation
  • Swipe gestures for photo browsing
  • Responsive design that adapts to screen size

Inspector Avatar Configuration

Setting Your Avatar

Digital reports display your inspector avatar alongside your name and contact details to provide a professional, personal touch for your clients. To configure your avatar:

  1. Visit Gravatar.com and create an account (if you don't already have one)
  2. Use the same email address that you have configured in your InspectEasy inspector profile
  3. Upload a professional headshot or company logo to your Gravatar profile
  4. Your avatar will automatically appear in digital reports.

Professional Appearance

A clear, professional headshot helps build trust with clients and makes your digital reports more personal. We recommend using a square image with good contrast and lighting.

Avatar Fallback

If you haven't set up a Gravatar account or your email doesn't have an associated avatar, digital reports will automatically display a professional user icon instead. This ensures your digital reports always maintain a polished appearance.

Support

Need help with Digital Reports? Our support team is ready to assist:

  • Live Chat: Click the chat icon for immediate assistance
  • Email Support: Contact support@inspecteasy.com.au
  • Setup Assistance: We provide free guidance on implementing Digital Reports for your business