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6.19.0 Report Designer Enhancements
- 15 May 2024
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6.19.0 Report Designer Enhancements
- Updated on 15 May 2024
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ðŸ’As an admin user or account owner, you can enjoy several enhancements to the desktop and web report designer tool, which allow you to personalize report layouts further. These enhancements are particularly beneficial when creating Site Audit and Work Ticket reports.
Report Designer Improvements:
Below is a list of the report designer improvements packed in this release.
Site Audits: Quality Audit Report
- Effortlessly display branch-specific details across multiple branches using a single layout template using the following newly available fields:
- BranchID
- BranchLogo
- Add customized site audit names using these new fields:
- SiteAuditName
- SiteAuditTypeName
- Include primary contact details using these new fields:
- CustomerName
- CertificationNumber
- CertificationType
- PrimaryContactLastName
- PrimaryContactFirstName
- PrimaryContactFullName
- PrimaryContactMobilePhone
- PrimaryContactAddressLine1
- PrimaryContactAddressLine2
- PrimaryContactOfficeCity
- PrimaryContactOfficeStateProvinceCode
- PrimaryContactOfficeZipCode
- PrimaryContactSalutation
- PrimaryContactTitle
- PropertyAccountOwnerID
Work Ticket Report
Add additional customizations to your work ticket report layouts with these newly available fields:
- BranchAddressFull
- BranchPhone
- CrewLeaderCertifications
- CompanyAddressFull
- CompanyAddressLine1
- CompanyAddressLine2
- CompanyCity
- CompanyName
- CompanyPhone
- CompanyStateProvinceCode
- CompanyWebsite
- CompanyZipCode
- OpportunityServiceServiceDescription
- PropertyOperationNotes
- ServiceOperationNotes
- SnowOperationNotes
- SubCostsActual
- VisitDates
- WorkTicketTotalCostsActual
- WorkTicketTicketNotes
Receipt Report
Display the unique Vendor ID to the Receipt report using the new AccountingVendorID field.
More Information
- Click Web Report Designer for more information about the designer tool.
- You must have the Report Designer Access Permission to view and manage report layouts using the Report Designer tool.
1. Go to System Settings > Administration. 2. Select User Management. 3. Choose User Roles. 4. Select Report Designer Access. 5. Save.Was this article helpful?