Report Types
Set up the kinds of field reports your team creates, like a Site Visit Report or a Punch List, each with its own form fields and Word templates.
Report Types let you set up different kinds of field reports for your organization, like a Site Visit Report, a Field Observation Report, or a Punch List. Each Report Type has its own form fields, its own export layout, and its own Word templates, so your team always fills in the right details and the exported report comes out in your layout.
You need to be an Org Admin or Org Owner to manage Report Types. Everyone on your team can pick from them when creating a report.
Creating a report type
To create one:
Click Create a Report Type.
Enter a name (e.g., "Site Inspection" or "Safety Audit").
Click Create.
The new Report Type appears in the list, and your team can use it right away.
Setting a default report type
The default Report Type is pre-selected whenever someone creates a new report. To set it, hover over a type in the list and click the star that appears. The type then shows a Default badge, like in the screenshot above. Click the star again to clear it. Only one type can be the default at a time.
Editing a report type
Click a Report Type in the list to open it. The page has three sections:
Set Up Mobile Fields: every report already asks for a title, project, location, observations, and drawings. Add custom fields here for anything else your reports need, like the client's firm or the weather.
Linked Templates: the Word templates for this type. All of your organization's report templates are available by default. Link specific ones here to narrow the choice, and star one to make it this type's default. Click Link Template to add one.
Format the Export: how observations look in the exported report. See the next section.
To rename the type, click the pencil icon next to the page title.
Format the Export
This section controls how each observation (the notes and photos your team captures on site) appears in the exported Word report.
The quickest way to set it up is with the Apply preset buttons: Compact photo card, Field note, Photo first, or Legacy table (default). Click Preview to see the result on a sample observation, and Save when you are happy. Reset to defaults takes you back to the standard layout.
To fine-tune the layout, edit it directly. The layout repeats once for every observation, and you can insert these placeholders from the Add Elements menu:
{{ obs.index }}
The observation's number in the report (1, 2, 3, and so on)
{{ obs.type }}
The observation type, for example "Defect"
{{ obs.status }}
The observation status, for example "Open"
{{ obs.title }}
The title captured on site
{{ obs.note }}
The written note from the field
{{ obs.photos }}
The photos, laid out per the settings below
{{ obs.drawing }}
The drawing pin image, if the observation is pinned to a drawing
Under Advanced layout settings you can also adjust the photos and drawing pins:
Photos per row: 1 to 6 photos side by side (default 3).
Aspect ratio: Auto (source orientation), Portrait (3:4), Landscape (4:3), or Square (1:1).
Photo caption template: the text under each photo. The default is
Picture {{ photo.index }}: {{ photo.note }}, and{{ photo.taken_at }}is also available.Drawing width (px) and Drawing caption template: the size and caption of the drawing pin image.
Changes apply to the next export. You do not need to re-upload your Word templates.
Deactivating or deleting a report type
To hide a type from the new-report picker, click the Deactivate icon on its row. Existing reports keep their type, and you can reactivate it at any time. Deactivating the default type also clears the default.
To remove a type completely, click the Delete icon. Deleting also removes the type's custom fields and template links. Existing reports keep their data, but new reports can no longer use the type.
Related
Create a Field Report on Site: what your team sees on mobile when they use these report types.
Custom Fields: the form fields you add to a Report Type.
Templates: how to build the Word templates your reports export against.
Observation Types and Statuses: the Type and Status options your team picks when capturing observations.
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