> ## Documentation Index
> Fetch the complete documentation index at: https://help.1nspect.app/llms.txt
> Use this file to discover all available pages before exploring further.

# Generate Your First Report

# Generate Your First Report

Once an inspection is marked complete, the Report Workspace in the web admin is where you review, refine, and publish the final report — and deliver it to your clients.

***

## Opening the Report Workspace

1. In the web admin, navigate to **Orders** → open the order → click the inspection.
2. Click **Report Workspace** (or navigate directly via **Inspections → \[Inspection] → Report**).

***

## Report Workspace Overview

The Report Workspace is organized into tabs:

| Tab            | Purpose                                                                           |
| -------------- | --------------------------------------------------------------------------------- |
| **Findings**   | Review and edit all captured deficiencies, organized by section                   |
| **Narratives** | Edit individual finding narratives with rich text formatting                      |
| **AI Draft**   | Batch-generate narratives for findings that have field notes but no narrative yet |
| **Summary**    | Edit the executive summary section of the report                                  |
| **Ratings**    | View and adjust section-level ratings                                             |
| **Preview**    | Generate and view a PDF preview                                                   |
| **Publish**    | Publish the report and trigger delivery to clients                                |

***

## Reviewing Findings

In the **Findings** tab, all captured deficiencies are listed by section and subsection.

For each finding you can:

* **Edit the caption** — update the short title
* **Edit the narrative** — open the rich text editor for full formatting
* **Move** — reassign a finding to a different section or subsection
* **Flag for Summary** — mark the finding to appear in the executive summary
* **Delete** — remove a finding from the report

***

## AI Draft Narratives

If your inspectors used the mobile app's **Field Note** feature (a brief on-site observation note), the AI Draft tool can batch-generate full CAR narratives from those field notes.

1. Go to the **AI Draft** tab.
2. Click **Draft All** to generate narratives for every finding that has a field note but no narrative.
3. Review each generated narrative — approve or edit as needed.
4. Narratives with only a caption (no field note) are excluded from batch drafting; write these manually.

Cost: 2 IT tokens per drafted finding.

***

## The Executive Summary

The **Summary** tab contains the executive summary that appears on the first content pages of the PDF report.

### Summary Sections

* **System Performance Opinion (SPO):** Auto-generated paragraph evaluating the overall condition of major systems (Structural, Electrical, Plumbing, HVAC, Roofing). The SPO synthesizes your deficiency ratings across all subsections of each system.
* **Summary Deficiencies:** The findings you flagged as "summary items" in the Findings tab appear here as a concise list.
* **Inspector Observations:** Optional free-text area for overall property impressions.
* **Additional Information / Preamble:** Configurable standard language (limitation of liability, standards disclosure, scope of inspection).

### Skipping the Preamble

If the client has already received the preamble language in the pre-inspection agreement, you can toggle **Skip Additional Info** to omit the preamble from this report.

***

## Generating a PDF Preview

1. Go to the **Preview** tab.
2. Click **Generate Preview**.
3. The PDF opens in a new browser tab — review it for layout, branding, page breaks, and content.

The preview is not stored permanently. Click **Generate Preview** again after making edits to refresh it.

***

## Cover Photo

The cover page of the report displays a property photo.

* On mobile: the inspector can designate any captured photo as the cover photo from the Review screen.
* On web: you can upload a cover photo directly from the Report Workspace (drag-and-drop the image onto the cover photo placeholder in the Preview tab).

***

## Publishing the Report

When the report is ready:

1. Go to the **Publish** tab.
2. Click **Publish Report**.
3. The system:
   * Generates the final signed PDF
   * Uploads it to Google Cloud Storage
   * Sets `reportStatus = 'published'` on the inspection record
   * Fires the `report.published` workflow event

The `report.published` event triggers your configured email delivery workflow — sending the full report to the client and (if configured) a separate agent-facing summary to the buyer's agent.

***

## Report Delivery

Report emails are sent according to your **Communications Workflow** settings:

| Recipient         | Default content                                                |
| ----------------- | -------------------------------------------------------------- |
| **Client(s)**     | Full PDF report + repair request instructions                  |
| **Buyer's Agent** | Summary-only version (without pricing, without repair request) |

> Delivery addresses and email templates are configured in **Settings → Communications → Workflow**.

***

## The Realtor Portal

After publishing, the buyer's agent receives a **magic link** to the Realtor Portal — a read-only, branded web page showing the inspection summary findings. The portal does not require the agent to create an account.

The portal link is valid for 90 days after report publication.

***

## Next Steps

You have now completed the core 1nspecT workflow: **Account setup → Template → Order → Inspection → Report**.

Explore the feature guides to go deeper:

* [AI Features Guide](/1nspect/features/ai-features)
* [Pricing Manager](/1nspect/features/pricing-manager)
* [Communications & Workflow](/1nspect/features/communications)
* [Contracts](/1nspect/features/contracts)