Report Presets

7 min

The Report Presets feature allows you to create and save multiple customized report styles for different teams, use cases, or client requirements. Instead of modifying the layout and sections of your inspection reports every time, you can now apply a saved preset in just one click.

What You Can Do with Report Presets

Create and name multiple presets tailored to different workflows (for example, Transportation Safety Audits, New Store Openings, or Franchise Reviews)
Control report visibility by team, ensuring the right format is always used
Customize report sections such as flagging, annotations, data, and appendices
Choose how questions and controls are displayed, including scoring and unanswered items
Set a team default so new reports always start with the correct preset
Duplicate or edit presets to quickly create variations

Note: For example, a team managing logistics inspections may use a preset named “Fleet Compliance Summary” that includes scoring, flagged media, and the documents appendix, while omitting unanswered questions for a cleaner report.

How to Access and Modify a Preset

Go to the Reports > Presets tab
You’ll see a list of available presets:
- Your custom presets (created by you or your team)
- VLX default styles (e.g., VLX Light, VLX Dark)
Tap the three-dot menu (⋮) next to a preset to:
- Modify
- Rename
- Duplicate
- Set as Team Default
- Delete

Note: You can create different versions of the same report style for different audiences. For instance, you might have one preset for internal QA and another for external clients with fewer details shown.

Editing a Preset

When you tap Modify, you can:

Rename the preset
Set which teams can use this preset (multi-select supported)
Choose report layout options in two categories:

Standard Settings

Toggle sections like:
- Flagged Items (with media and annotations)
- Inspection Data
- Media Appendix
- Documents Appendix

Controls & Questions Settings

Include annotations
Show all response choices
Show unanswered questions
Include scoring

Note: If your report is being sent to a compliance department, enabling “Show all Response Choices” and “Include Scoring” may help them validate the inspection outcome faster.

Managing Team Visibility

Presets can be shared across specific teams:

Select visibility from the dropdown (e.g., Transportation, Restaurants)
Or apply it to All Teams for full access
Each team will only see relevant presets when generating reports

Note: You might want to share a “Retail Summary Format” preset only with your Retail Operations team and not with Transportation or Warehousing.

Tips and Best Practices

Use clear naming conventions (e.g., “Client Summary,” “Internal Review”) for easy filtering
Duplicate existing presets for similar workflows to save time
Set the most-used preset as Team Default to streamline setup

Note: Naming presets clearly based on use case or audience, such as “Corporate Roll-up Format” or “Site-Level Detail View,” can prevent confusion and ensure consistent reporting.

Need Help?

If you’re not sure how to set up your presets for your workflows, reach out to our Customer Success team—we’re happy to assist you!