This article shows you how to create and use custom report templates. These templates enable you to design customized reports to print tasks with specific information you need.
This feature is currently only available for tasks and cannot be used in other Field sections, such as checklists.
Custom report templates is included in Field Pro.
User rights
Setup for custom reports needs to be done by a project administrator or Field administrator.
Custom reports require a Field Pro license.
How to set up custom report templates
Custom reports can be activated in:
Settings
Field
Add features
'Custom reports'
Activate.
Create a new custom report template by selecting:
Settings
Field
'Custom report templates' in the tasks feature card.
To create a new template, click Add and select the desired format to base the template on.
Note
You can also create custom report templates in the company profile. Custom report templates can also be copied from other projects.
You can choose between two report formats: 'Worker report' or 'Status report'. Both can be edited and used as a starting point to make setup easier for administrators.
WARNING
All project participants can access custom report templates for printing tasks.
Each custom report template consists of 3 sections:
- Header
- Task list
- Footer
Headers and footers
The header and footer areas are located at the top and bottom of the template. You can adjust the layout by clicking on a cell in the header or footer.
To add project information, select the area where you want to insert the data and click on the available data fields on the right. You can also add text by navigating to the empty space in a cell and typing the information you want to include.
Note
The header and footer data fields will appear on each page of a printed report that has multiple pages.
Set the layout of task lists
When you click on a cell in the task list, you can edit the format by clicking the drop-down arrow.
You have the option to
- Insert column/row before selected cell
- Insert column/row after selected cell
- Delete the column/row of the selected cell
- Merge cells
- Split cells
- Change cell color
Technical information
To merge cells in a table, you can select multiple cells in the same row by clicking and dragging with your left mouse button. Merging cells combines all the data within them into one cell. If you split a merged cell, the data fields will be inserted into the leftmost cells of the resulting split cells.
You can insert your text anywhere in the task list and customize its appearance using the toolbar. The text you add will be included in every task entry.
Add data fields to the layout
You can add data fields to the list by selecting where to insert the field and clicking on it. You can also format the data fields based on their type.
Format data fields and custom text
The toolbar allows you to format data fields and custom text.
To edit data fields, select the field in the header, footer, or task list by clicking on it and using the different tools to change the style. The same can be done with custom text.
How to use custom report templates
Once set up, project participants can print tasks using the report template. The template can be found in
Field
Tasks
All tasks
Selecting the tasks you want to print
Print.
You can view all the custom reports by selecting the 'Custom report' option. After selecting this option, you can choose the template for printing.
You can also print task custom reports from the inspection plan and checklist list views.