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| Setting | Description | ||
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| Report Name |
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| Report Code |
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| Default Title |
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| Alternate Field Title |
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| Alternate QC Title |
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| Allow Alternate Report Title At Run Time |
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| Standard |
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| Digital Signature Configuration |
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| Send Field Reports To |
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| Display File Uploads |
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| Repeat Table Headers |
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| Field Legal Text |
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| QC Legal Text |
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| Allow Field Signature Capture On Field Reports |
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| Report Image |
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| Report Text |
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| Show Report Date In Header |
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| Show Report Time In Header |
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| File Name |
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| Description |
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| Include Description For Associated Reports |
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| Apply Page Break On Every New Record |
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| Show In Report Associations |
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| Show In QC Draft Report Filter |
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| Show In Delivery Report Filter |
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| Allow Emailing On Finalize |
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| Allow Publishing On Finalize |
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| Allow Override Digital Signature Configuration On Projects |
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| Internal Report |
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| Test List Report |
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| Type |
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| Header And Footer Type |
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| Allow Distinct Header And Footer On Each Record |
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| Custom Paging Placeholder |
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| Include WBS / Cost Summary |
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| Add WBS Fields |
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| Number Of Elements |
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Placeholders
Both the File Name and Report Description values have dynamic placeholder values that can be implemented. Hover over the information icon next to each field to see the available placeholders. The placeholders are case sensitive and must be placed within brackets {{ }}.
File Name
Dictates the name of the file if a report is downloaded or emailed. Customizing this value can make it easy for clients to better identify a report without having to open the file PDF file.
| Placeholder | Description |
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| Office Name | Inserts the office value that is selected when generating a report.
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| Report Description | Inserts the 'Report Description' which is can also be configured within the Report Designer. See table below for more information regarding this field. |
| Report ID | A number that serves as a unique identifier for a report. No two reports will have the same ID. |
| Report Note | Inserts the text value entered in the 'Report Note' field which a user can enter before finalizing a report.
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| Report Number | If report numbering is turned on, then the file name will include the report number. |
| Report Title | Inserts the 'Default Title' value set within the report designer.
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Report Description
| Placeholder | Description |
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| ActlvityDate | For Activity records only, displays the date the activity date found in most activity forms. |
| ActivityNumber | For Activity records only, displays the date the activity number identifier found in most activity forms. |
| ClientName | The name of the client associated with the project. |
| ClientProjectNumber | The ' |
| CurrentUser | Display the name of the user generating the report. |
| DensityTestDate | For Density tests only, displays the date the test was conducted. |
| DensityTestNumber | For Density tests only, displays the test number associated with the density test record. |
| FieldActivityDate | For Activity records only, displays the date the Field Activity Date found in some activity forms. |
| LabTestDate | For Test records processed through the LIMS module. Displays the date the test was conducted. |
| LabTestNumber | For Test records processed through the LIMS module. Displays the date test number for the test record. |
| LargestTestAge | For Test records processed through the LIMS module. Displays the largest number found in a specimen set. |
| LocationDetails | For Test records processed through the LIMS module. Displays the data entered in 'Location Details' field. |
| Location | For Test records processed through the LIMS module. Displays the data entered in 'Location' field. |
| ProjectName | Displays the current Project Name. |
| ProjectNumber | Displays the current Project Number. |
| ReportDate | Displays the date the report was generated. |
| SampleDate | Displays the data a sample record was created. |
| SetNumber | Displays the set number tied to a sample record |
| SpecimenNumber | For Test records processed through the LIMS module. Displays the specimen number for a test record. |
| Technician | Display the Techician who captured or processed the sample or test record. |
| Warning | ||
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When PDF files are uploaded to Activity records you have the option to add these documents to the report or to not allow these to display. By default all PDF documents will be apended to the end of a report. If you would like to control which fields that contain file uploads are actually added to the report, change the "Display File Uploads" field found under Report Settings to "Added to Report Template". When this option is selected you must add the field to the report template in order for the uploaded PDF documents be added to your report.
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To allow for faster addition of Form Fields, several additional elements are preconfigured for you upon dropping a Field onto a form. For example text based field types (Number, Text Area, Multiple Choice, etc.) are dropped onto the report as two Labels (one for the field label and one to display the field value) wrapped inside Panel component. After a Field has been added, all of these components can be altered to fit your needs.
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| Step | Description | Example (Click Image to Enlarge) | ||
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| 1. | Go to the elements tab and add a line component as the last element inside the Panel.
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| 2. | Select the line and open the Properties tab. | |||
| 3. | Type last() inside the Hide Expression property to hide the line in the last row. |
Working with Images
How to fix stretched images
To keep the aspect ratio of your images, set a value only for one of the size properties: Width or Height.
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