Streamline Communication with Custom Reports & Markups

TestFit · Beginner ·📄 Research Papers Explained ·10mo ago

About this lesson

With TestFit, you can quickly create and customize reports to simplify both internal and external communication. In this video, we’ll walk through how to: ✅ Generate reports directly from your deals in the web app ✅ Customize report settings like paper size, orientation, and layout ✅ Add key elements such as titles, dates, deal cards, company logos, and more ✅ Share reports externally via link or export them as PDFs We’ll also show how you and your team can annotate and mark up reports directly in TestFit—using drawing tools, markers, sticky notes, and text annotations. These collaboration features help speed up feedback cycles and ensure revision accuracy by keeping everyone aligned from the very start.

Full Transcript

With TestFit, you can easily create and mark up custom reports to streamline your internal and external communication. When you're looking at a deal on the web, you can click the dropown, select reports to get started. TestFit will automatically populate the report with an image of your site. It will create an overview sheet and your 2D plan sheets. In report settings, we can edit preferences like paper size and orientation. Next, you can start building your report. I'll start by resizing the image and then I'll add a title. Next, I'll add a page number and the date. Next, I'll add deal cards, a text description, and a company logo. Once you're happy with your layout, you can share the deal externally as a link or export the report as a PDF. In addition to building reports, you or anyone on your team can annotate and mark up your sheets directly within TestFit. You can use a number of different shapes and drawing tools. highlight with markers. Add text annotations. you sticky notes and more. This helps you speed up the feedback cycle while ensuring revision accuracy by keeping everyone aligned from day one.

Original Description

With TestFit, you can quickly create and customize reports to simplify both internal and external communication. In this video, we’ll walk through how to: ✅ Generate reports directly from your deals in the web app ✅ Customize report settings like paper size, orientation, and layout ✅ Add key elements such as titles, dates, deal cards, company logos, and more ✅ Share reports externally via link or export them as PDFs We’ll also show how you and your team can annotate and mark up reports directly in TestFit—using drawing tools, markers, sticky notes, and text annotations. These collaboration features help speed up feedback cycles and ensure revision accuracy by keeping everyone aligned from the very start.
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