By default, a Mobaro report shows everything captured during a Checklist. Report Templates let you trim that down — hiding the content you don't need so reports stay concise and focused on what matters. Once created, a template can be applied when viewing, exporting, in the mobile app, and in automated Result Report notifications.
Why this matters: A full report is great for an audit trail but overwhelming for a quick review or an external recipient. A well-built template turns the same Result into exactly the report each audience needs — an Action Report that surfaces only the problems, a customer-facing PDF with internal scores hidden, or a clean summary with full-score questions stripped out. Set the template up once and every report, export, and notification can reuse it.
What's covered:
Users must be Super Users or have the following Role to create Report Templates:
Report Templates: Create
Setting up a Report Template
To create a new Report Template:
Navigate to
Report TemplatesClick
CreateGive it a name and description, then select which elements to hide
Click
Save
Tip: After saving, you may need to hard refresh your browser before the new template appears as an option on the Results page — Ctrl + F5 on Windows, or ⌘ Cmd + ⇧ Shift + R on Mac.
Configuration settings
A Report Template is a name, a description, and a set of toggles that include or exclude specific content. The settings are grouped into four areas.
Assignments
Setting | Description |
Hide created assignments | Hide details for Assignments triggered while performing the Checklist. |
Hide assignment resolutions | Exclude solutions for resolved Assignments triggered in the Checklist. |
Hide assignment history | Exclude the history of Assignments. |
Score
Setting | Description | Exceptions |
Hide scoring questions where maximum score is achieved | Hide questions with a 100% score. | Unless a comment is added, an image is attached, or an Assignment was created. |
Hide non-scoring questions | Hide questions that don't yield a score (e.g. image questions). | Unless a comment is added, an image is attached, an Assignment was created, or the question type cannot give points. |
Hide questions where the score is below maximum | Hide questions scoring less than 100%. | Unless a comment is added, an image is attached, or an Assignment was created. |
Images
Setting | Description |
Hide image elements | Hide static image elements (excluding reference images, attached images, and image questions). |
Hide attached images | Hide images attached to the Checklist. |
Hide reference images | Hide reference images in the report. |
Hide image questions | Hide any image questions. |
Other
Setting | Description |
Hide Action Points (along with Information) | Hide action points from the front page of the report. |
Hide points on pages and questions | Hide the point indicators on pages and questions. |
Hide text elements | Hide additional text elements in the report. |
Hide comments | Hide comments entered by the performing User. |
Hide unanswered answer options | Hide answer options that were not selected. |
Hide explanatory texts | Hide explanatory text included in the report. |
Hide frontpage | Hide the front page of the report. |
Hide frontpage score | Hide the overall score on the front page. |
Hide email addresses | Hide email addresses from the report. |
Hide 'Answered by' per question | Hide who answered each question. |
Hide 'Answered at' per question | Hide the timestamp for when each question was answered. |
Hide manuals and videos per question | Hide any manuals and videos associated with each question. |
Hide orphaned assignments | Hide Assignments not linked to any Checklist Results. |
Hide compliance page | Hide the compliance page from the report. |
Applying exceptions
For certain "hide" settings, you can apply exceptions so a question still shows when it carries something important:
Unless a comment has been added — the question shows if a comment is attached.
Unless one or more images have been attached — the question shows if an image is attached.
Unless one or more Assignments were created — the question shows if it triggered an Assignment.
Unless the question type cannot give points — the question shows if it can't yield points.
Note: With exceptions set, a question that would otherwise be hidden still appears whenever the User attached a comment or image, or it triggered an Assignment. This keeps the meaningful detail visible while hiding the routine.
Using a Report Template
Once created, a Report Template can be used in four places.
On the backend
Navigate to
ResultsSelect a Result and click
ViewClick the
Detailed Reportdropdown at the top rightSelect a Report Template
When exporting
Navigate to
ResultsSelect a Result and click
ExportSelect Export [Report Template] as PDF
In a Result Report notification
A Result Report notification rule can automatically send reports using a specific Report Template. Navigate to Notification Rules, click Create, select Result Report, configure the rule, and next to Attach report select the appropriate Report Template before saving. See How to set up a Result Report for the full rule walkthrough.
In the mobile app
On the mobile app, go to
ReportsSelect a Result
Choose a Report Template from Report Type
Frequently asked questions
Q: My new template isn't showing on the Results page — why?
A: Newly created templates can be cached. Hard refresh your browser (Ctrl + F5 on Windows, ⌘ Cmd + ⇧ Shift + R on Mac) and it should appear.
Q: If I hide a question, will it ever still appear?
A: Yes, if you set exceptions. A hidden question still shows when it has a comment, an attached image, or a triggered Assignment — so important detail isn't lost.
Q: Does a Report Template change the underlying Result?
A: No. Templates only control what's displayed or exported. The full Result data is always retained and you can switch back to the Detailed Report at any time.
Q: Can I use the same template everywhere?
A: Yes. A single Report Template can be applied on the backend, in exports, in the mobile app, and in Result Report notification rules.
Q: How do I build an "Action Report"?
A: Create a template that hides full-score questions and non-scoring questions (with exceptions for comments, images, and Assignments). What remains are the questions that need attention.