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Change The Name Of a Report Type

Changing The Name Of a Report Type

Report names are fully customisable and can be edited in a few clicks.

1

Go to Account in top right corner of the website's homepage and click Settings.

Change The Name of a Report Type Image

2

Click to Report settings.

3

Choose a report type: Inventory / Schedule of Condition, Inspection or Check Out.

4

For example, if you wish to change the name of Inventory / Schedule of Condition and call it simply Inventory, click General underneath.

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5

Erase the part of the name you wish to change, and simply replace it with your name of choice.

6

You can also choose to stop displaying the Contents page and Reports summary in the final report.

7

Don't forget to save your changes by clicking Update.

Change The Name of a Report Type Image

The changes will only be applied to new reports, and not reports that are already created, in progress and completed.

Change The Name of a Report Type Image

Updated on: 18/12/2023

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