Custom Reports

What Are Custom Reports?

Custom Reports give you the flexibility to create detailed, personalized reports based on the specific data and metrics that matter most to you. While the platform offers a variety of default reports, Custom Reports are designed for situations where you need more tailored insights. With this tool, you can choose your own fields and organize the data in ways that best support your team's goals and decision-making.

How To Create Custom Reports?

To create a custom report, follow these steps:

1. Navigate to Setup from the main menu.

2. Select Account.

3. Click on Company Info.

Once you are on the Company Info page, click the Custom Report tab to begin creating your report.

Once in the Custom Report page click on Add New Report.

 You will be directed to the New Custom Report setup page where you can start building your report. 

Upon accessing the New Custom Report page, you are required to enter key information, including the report name, abbreviation, and the associated customer and site.

The page also offers configurable settings such as Is Editable, which permits officers to modify reports after submission, and Is Approved, which ensures that an admin or supervisor must review and approve the report before it is sent to the client.

Additionally, you have control over distribution and visibility settings, allowing you to determine whether the report will be emailed to site users, admin users, or supervisors, and whether it will be visible to site or client users.

If necessary, the File Upload feature can be enabled, allowing officers to attach relevant photos or videos to enhance the report content.

Adding sections and fields:

To start building your report, you’ll first need to add sections. Sections are used to organize the information and guide the reader through the content in a clear, structured way. In this example, we’ll be creating a Vehicle Registration Report.

To begin, we will title the first section and then click the + symbol to add a new field within a section:

In the Create Field menu, you’ll need to enter three key details: Field Label, Display Name, and Field Type.

The Field Label helps guide users by indicating the type of information that should be entered into the field. The Display Name is what users will actually see displayed on the form, making it clear and user-friendly.

When creating a field, you can choose from several Field Types depending on the kind of information you need to collect:

• Text Box – Ideal for small data entries.

• Text Area – Suitable for larger blocks of text or detailed entries.

• Date and Time – For capturing date and time information.

• Password – For securely entering hidden or sensitive information.

• Dropdown Box – Allows users to select from a list of predefined options.

• Checkbox – Enables users to select one or multiple choices easily.

You also have the option to mark the field as Mandatory, which means users will be required to enter information before they can submit the report. Additionally, you can choose whether the field should be visible in the List View.

Once you have added the desired sections and field you have the option to Preview the report before submitting it, this will allow you to make corrections if necessary.

Once you have reviewed the report, click Save Report. Your officers will then be able to start using it moving forward. 

Important Note

After submitting the report, you will see a Pencil icon next to it, indicating that you can still edit the report if necessary. However, once an officer submits a report using that template, the editing option will no longer be available.