HORIZON - Formatting Reports

You can set up your reports many different ways.

In this session we will cover ways to customize your reports including:

1. Company Logo
2. Title Page
3. Cover Letter
4. Agreement / Contract
5. Report Header / Footer
6. Turning Set Sort Order for Report Data On or Off
7. Turning features On and Off

1. Company Logo
1.1. From the My Profile screen, select Report format. (Figure 1)

Figure 1

1.2. This brings up the Report Format screen. (Figure 2).
1.3. You have 6 features that you can turn ON or OFF by clicking on the button:
1.3.1. Company logo
1.3.2. Title page for reports
1.3.3. Cover letter for reports
1.3.4. Contract
1.3.5. Report header and footer
1.3.6. Sort Order

Figure 2

1.4. Let’s start with a Company Logo.
1.5. You can add a company logo to your reports or change the logo.
1.6. Click on Add/edit your company logo. (Figure 2)
1.7. The logo will appear on the top right corner of the title page, cover letter, contract and invoice in your report.
1.8. The logo can be any type of graphical image including a .jpeg, .gif, or .tif.
1.9. Logos can be up to 1Mb (megabyte) in size.
1.10. HORIZON will automatically size your logo to fit the report while maintaining the right proportions.

Figure 3

1.11. Adding or replacing your logo.
1.11.1 Click on Browse, which takes you to a Choose File screen. (Figure 4)
1.11.2. This lets you go through your computer to find your logo. (Figure 4) Remember while you are in HORIZON, you are on the Internet.
1.11.3. Highlight and click on your logo file.

Figure 4

1.11.4. Click Open to put the file path in the window. (Figure 5)

Figure 5

1.11.5. Click Add/Replace.
1.11.6. The logo is displayed for your review. (Again, HORIZON resizes your logo to fit, as shown in Figure 6.)

Figure 6

1.11.7. When you are done, click Back.

1.12. Your logo will appear in your reports when the Add/Edit your company logo button is turned ON in the Report Format screen. (Figure 7)

Figure 7

2. Title Page
2.11. Now, let’s edit the Report Title Page.
2.12. If you do not use a title page, ignore this section and turn the Edit Report Title Page button OFF.
2.13. Click on Edit Report Title Page from the Report format screen. (Figure 2)
2.14. You can add a photo of the home at the top of title page. (Figure 8)
2.14.2. That is done on the Report Publishing screen while writing the actual report, not here in the set-up area.
2.15. The red text tells us that HORIZON will insert the
2.15.2. Inspection address
2.15.3. Client name
2.15.4. Inspection date
2.15.5. Inspector name and
2.15.6. Your company information automatically into each report. (Figure 8)

2.16. There is a box at the bottom of the screen where you can type in a tag line or slogan for your title page.
2.17. Type in up to 128 characters. (Figure 8)
2.18. Don’t worry about formatting the text in the text box. HORIZON will format it for you.

Figure 8

2.19. Click Spell-check to make sure there are no mistakes
2.20. When you are done click Save and Back.
2.21. Again, you can turn the title page ON or OFF.
2.22. If you have added a logo and turned ON the Add/edit your company logo button, your logo will appear in the top right corner of the title page.
2.23. Your company information will appear in the lower right corner.

3. Cover Letter
3.11. If you do not use a cover letter, ignore this section and turn the Cover Letter button OFF.
3.12. Click on Edit Report Cover Letter from the Report format screen. (Figure 2)
3.13. The date, client name(s) and inspection address will appear automatically at the top.
3.14. The company logo will also appear in the cover letter if it is turned on. (We put ours here to show you.)
3.15. Copy and paste or type your cover letter wording into the text box. (Figure 9)

Figure 9

3.16. At the bottom we see that the Sincerely, the inspector’s name and company name are automatically added. (Figure 9)
3.17. Click Save and Back when you are done.

4. Agreement / Contract
4.11. If you do not use a contract, ignore this section and turn the Contract button OFF.
4.12. Click Edit Your Contract from the Report format screen. (Figure 2)
4.13. The property and client information will be added automatically at the top of the contract. (Figure 10)
4.14. The company logo has been turned ON, so the logo will appear in the Contract.

Figure 10

4.15. You can paste or type in our contract wording. This example shows the contract wording already entered.
4.16. You may want to include a link in the contract to whatever Standards of Practice you use.
4.17. The Client’s name appears at the bottom of the contract in a sentence that says, “I, John Doe, have read, understood and accepted the terms of this agreement.”
4.17.2. This allows you to print the agreement on site and get a client’s signature, if needed.
4.18. The company information appears in the lower right corner.
4.19. Click Save and Back when you are done.

5. Report Header / Footer
5.11. If you do not want a header or footer on your report pages, ignore this section and turn the Header/Footer button OFF.
5.12. Click Edit Your Report Header/Footer from the Report format screen. (Figure 2)
5.13. The text box at the bottom of Figure 11 allows you to enter a note to appear at the bottom of all your report pages.
5.14. You can enter up to 175 characters. (We have added, “The inspection is only the beginning.”)
5.15. If you have a company website address in your Company Information you can put a link to your website on all report pages.
5.16. Select the checkbox beside Display a link to the company website on each page of the report? to include your company link.
5.17. Click Save and Back when finished.

Figure 11

6. Set Sort Order for Report Data.
6.11. If you do not want to sort data in your report pages, ignore this section and turn Set Sort Order for Report Data button OFF from the Report format screen. (Figure 2).
6.12. Set Sort Order for Report Data is by default set to On.
6.13. The sort order feature currently sorts data according to popularity. When this feature is turned Off, data is sorted alphabetically.

7. Turning features On and Off
7.11. The Report format page provides you with access to add and edit many features.
7.12. You can turn these features on or off as you see fit.
7.13. In Figure 12 all features are ON except for the Report footer, which is turned OFF.
7.14. HORIZON will not allow you to turn a feature ON if it contains no information. You wouldn’t want empty pages in your report.

Figure 12

Congratulations! You have covered Adding and Editing Report features. You can now set your reports up any way you choose.

 

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