Editing a Report Template

You can get to your list of report templates from Lists in the left-hand menu — the first tab, Report Templates, shows all of your templates.

From this screen you can go in and edit the templates themselves. Click a template to change the HWIT details for it (its name, the Item ID to Bill, and whether to use the property’s concierge rate). For MonitorQA and SafetyCulture templates, click Edit Template to open the template in your reporting system. For HWIT Reporting templates the full editor opens right here — see Building and Managing Templates.

For MonitorQA and SafetyCulture templates, it is important to understand how edits to the templates work. When reports are created, usually via a schedule but also if you create them directly with Add Report on the Reports/Tasks screen, they are created with the version of the template that is active at the time that the report is created. If you make a change to the template it is not reflected on existing reports, only on reports created after the template change is saved. Should you make a template change that you wish to have immediate effect on all pending reports, click Recreate All Reports on the template’s details — this recreates all pending (not completed) reports using your updated template.

For HWIT Reporting — template changes are pushed to your technicians in real time, so no report recreation is required.

One other item regarding MonitorQA templates: MonitorQA updates HWIT when a new template is saved or published the first time. Any changes you make to the template after that are not automatically sent to HWIT. This is normally not an issue, except in the case that you change the name of the template in MonitorQA. If you change the name there, it is not automatically updated in HWIT. You can easily update the name on the template’s details here, or you can run Resync templates from Reporting in Settings → Integrations → Reporting Integration, which updates everything for every template at once. If you feel like your template is not reflected at all, it is most likely because you changed the name after it was already synced. Use the resync to make sure the names are all in sync between systems.