Step 1: Create the report
From the side navigation menu, go to Reports > View All & Manage, then click the blue New Report Template button.
In the panel that opens, fill in the following fields:
Field | What to Do |
Report Name | Give your report a clear, descriptive name |
Report Folder | Select a folder to organize the report, or leave blank to keep it ungrouped |
Status | Set to Published to make it visible in the Resorts app, or Unpublished to hide it until it's ready |
Below those fields, you'll see a set of optional settings. Enable any that apply to your report:
Auto approve submissions: Each submission will be automatically marked as approved, removing the need for manual review.
Allow this report to be attached to an incident report: Staff will have the option to link a completed report to an existing incident report from the app.
Allow staff to view historical submissions from the Resorts app: Staff will be able to view previous submissions of this report directly from the app.
Step 2: Add sections
Every report is made up of one or more sections. Click the Add Section button to add your first one. There's no limit to how many sections a report can have.
For each section, fill in the following:
Section Heading: Give your section a title (e.g., Park Inspection, Daily Grooming Log).
Layout: Choose the layout for this section: Grid, Single Page, or Multi-Page (Learn more about report layouts).
Feature / Terrain Parks & Trails / Category: Choose one of these three options to define what objects or areas the section applies to:
Feature: Select a specific object from your property (e.g., a ski run, lift, or building). The feature name will appear as a sub-heading in the report.
Terrain Parks & Trails: Use this for park and trail checklists. EDGEauditor will automatically pull in features from your most recent approved park or trail build, so you only need to set up the questions once - even as features are added or removed over time.
Category: Select a category of objects (e.g., ski runs, vehicles, buildings). The questions in this section will be asked for every object in that category. You can narrow it down further by selecting a subcategory (e.g., Trucks or Groomers) so only those specific objects are included.
Step 3: Add questions
With your section set up, it's time to add questions (learn about the different question types available).
A few things to keep in mind as you build:
Reordering questions: To move a question, click and hold the grip icon to the right of it and drag it to its new position.
Required questions: Marking a question as required means the report cannot be submitted until it's been answered. Users can still save their progress and come back to it.
Adding filters: Any question eligible to be used as a filter will show an Add to Filters button next to it. You can add up to 5 filters per report template (Learn more about creating custom report filters here).
Step 4: Set up approval groups (optional)
If this report requires sign-off from one or more reviewers before it's considered approved, scroll to the Approval Groups section near the bottom of the panel and add your groups in the order you want them to review the report.
💡 Note: Approval groups must be set up before they can be added here. Learn how to create approval groups here.
Each time the report is submitted, the first approval group will be notified by email. Once they approve it, the next group is notified - and so on until all groups have signed off. If the report is rejected at any point, the process starts over once it's resubmitted.
Step 5: Assign report groups
Before saving, assign the report to one or more report groups so the right users have access to it. Learn how to create and manage report groups here.
Step 6: Save and review
Click the green Create Report button at the bottom of the panel to save your new report template.
To make changes later: Click the report's name from the main reports screen (or from within its folder) to reopen the template and make edits.
To preview your report: Log into the EDGEauditor Resorts app and select New Report from the home screen. Your report will appear in the list or inside the folder you assigned it to.