Report Viewer

Prerequisites

Basics

Use the Report Viewer to run FX Reports and attach them to records.

The Report Viewer displays as follows when you run a PDF report.

Figure 1. Preview of a PDF report

Click Edit to enable Edit mode and display a page of items you need to complete on the report

Figure 2. The edit button as seen in a report preview before enabling edit mode
With Edit mode enabled, you can:
- Click a signature line to capture a digital signature.
- Click an image placeholder to attach an image.
Click Edit again to disable Edit mode and save your changes

Figure 3. The edit button as seen in a report preview after enabling edit mode
Click the Add button to finish and attach the report

Figure 4. The add button as seen in a report preview

The Report Viewer displays as follows when you run a HTML report.

Figure 5. Preview of an HTML report

Using Report Viewer in FieldFX Back Office

Using Report Viewer in FieldFX Mobile

Open the record
Click the report’s button

Figure 7. Click the button for the desired report

A print preview displays
(Optional) Add a signature to the report:

If you are going to use a Topaz signature pad to sign the report, connect the signature pad to your device before clicking the signature line.
1. Click the signature line
2. Draw a signature
  
  Click the Delete button to clear the capture and try again.
  
  Figure 8. The gray circle with the black X in the middle is the Delete button
3. Click Save
  
  Figure 9. The Save button as seen in a report preview
Click Add to attach the report to the record

Figure 10. The add button is a green circle with a white plus symbol

Open the record
Select Reports on the sidebar

If the report you want to run doesn’t display, select Show All (shown below) and select the report on the sidebar.

Figure 11. Tap the Show All button to display additional reports
(Optional) Add a signature to the report:

If you are going to use a Topaz signature pad to sign the report, connect the signature pad to your device before clicking the signature line.
1. Tap the signature line
2. Draw a signature
  
  Tap the Delete button to clear the signature and try again
  
  Figure 12. The gray circle with the black X in the middle is the Delete button
3. Click Save
  
  Figure 13. The Save button as seen in a report preview
Click Add

Figure 14. The add button is a green circle with a white plus symbol
(Optional) Print the report:
1. Select Print
  
  Figure 15. Tap the gray button with the printer icon to select from a list of printers connected to the device
2. Print the report on a printer connected to the device
Select Save to attach the report to the record.

Tap the blue circle with the white check mark to Save the report to the record

Open the record
Select Reports on the sidebar
Select the Show Existing Reports button

Figure 16. Tap the blue circle with the white bullet list so show existing reports
Select the report