Customise report names

Customise report names

A report type/report name is the title that is displayed on the front of the PDF report that is produced. In every TouchRight account there is at standard list of report types that can be used, but customised options can also be created.

You can set up a custom report type as follows:

  • Select the Reports tab in the left hand side menu and choose 'Report Names' from the dropdown menu.

  • Click the 'Create Report Type' button.



  • Add the report name 

  • Choose the PDF orientation options from the dropdown: Allow portrait and landscape, portrait only or landscape only (for this report name)

  • Once you click save, you can add a cover photo


Once you select the orientation, when you download the report, you will have to use those options you have set:



For more information on PDF orientation: Landscape Report and Side-By-side linking guide

You also have the ability to upload an image to be used on all reports using a specific report name.

Please note: this overrides any front cover images added to reports with that report name. You can only add an image against Report Names created specifically for your own use.

  • Tap the pencil edit adjacent to an existing report name. If no pencil edit exists you will need to create a new version of the name first.

  • Then select the image from your computer and tap save.


Any reports now created with that name will have this image even if a front cover image is added within the actual report.



If you now have two identical report names you can simply disable the one with no pencil edit (by tapping the X icon in the far right actions column). You can also disable a report name that you won't need for the future, so it doesn't appear on the dropdown menu when scheduling your appointment.

    • Related Articles

    • What are the different custom options available to me when I download a report?

      Once you've created your PDF report and you click the 'download' icon, you will see a Download Settings menu, where you can select what information you'd like to display in your report. Depending on what information has been added against the ...

    • Disable, edit or delete report names

      The 'report name' is the title of the report you are creating, and will be displayed on any PDF reports that are downloaded. It's possible to use the default report names that are in the dashboard, plus you can create your own report names and ...

    • Create a Report in the Office

      This is a great way to get a head start on your report before you visit the property. Creating a report on the dashboard is useful in a number of different scenarios: You already have a lot of knowledge about the property, and you want to be able to ...

    • Customise Emails

      You can send a variety of different emails from your TouchRight account, including appointment reminders, report links/PDF, comment requests and self-service remote reports. You can set up and customise any number of email templates in your account. ...

    • Create, edit, customise or view my report templates?

      We have a range of standard quick-start templates available for you to use (over 30+ templates), plus you can also customise and create your own report templates as required. To access the templates area: Select 'Report Templates' from the left hand ...