Overview
This document shows the step-by-step process to view and download Due Diligence Reports, and gives a summary of available reports.
The following video goes through the functionality of the feature.
Specifications
Instructions cover how to pull reports for all Due Diligence Inspections completed after April 2020.
Step 1
Login to the Web App and Select Your Organization
1. Login at inspect.sightplan.com
2. Select your company from the Organization List
3. Select Due Diligence from the App menu on the left
You will see options for Inspections, Regions, and Properties
Select Inspections
Step 2
Find Your Inspection
1. You can search by Inspection or Property name, or sort by Date, Property, or Inspection Name
2. Be sure to check the filter to view inspections by status. Your inspection may be listed as Completed
Step 3
Select Reports
• At the top right corner of the inspection card, select the reports icon
• A pop up will appear that includes a drop down list of available reports
• Select your desired report and click the View button
Step 4
View and Save Reports
The selected report will load in your browser window
Use the download buttons at the top of the page to download the file in your desired format
Some reports include the ability to filter data on the right side of the screen
List of Available Reports
Inspection Summary Report
Interior/Exterior cost information
Summary of top costs
Listing of floorplans with inspection completion details for each
Listing of Interior/Exterior items inspected with answer counts for each question and cost totals
Inspection Details Report
All questions and answers are listed as columns
All Units and spaces listed as rows
Answer Totals for each question
All Photos Report
All photos taken on the inspection
This report includes filters on the right side to limit photos displayed, if desired
All Comments Report
All comments made during the inspection
All results for multi-line questions
This report includes filters on the right side to limit comments displayed, if desired
All Data Report
The results of all questions and answers on the inspection
Includes inspector and timestamp data
This report includes filters on the right side to limit comments displayed, if desired
Unit Status Report
The status of all units on the inspection
No Entry reasons
FAQ
Must I be logged into InfoTycoon to view reports?
Yes, to view reports, you must be logged into the SightPlan Inspect Web App and you must have access to the property.
Can all users see the Due Diligence Reports?
Only admin users with access to the inspection can view reports.
Is there a report that shows both comments and photos?
Not at this time. Refer to the All Photos Report and the All Comments Report.
Related Resources
Creating Properties and Inspections for Due Diligence
Completing Due Diligence Inspections
Lease File Audit Reporting
For more information about the SightPlan platform, please visit our Knowledge Base Articles. Should you need additional support, please don't hesitate to contact the Help Team at help@sightplan.com.