FX Reports

Introduction

FX Reports display FieldFX data in report format.

Example of the PDF of a field ticket report
Figure 1. An FX Report that displays ticket and ticket item data.

Following are the most common FX Reports:

Report Usage

Quote Report

  • Display details for the quote items on a quote.

  • Record signatures of customers when they approve proposed work.

  • Keep an audit trail of approved work

Job Report

  • Display overall totals for tickets and ticket items on a job.

  • Display the crew and equipment dispatched to a job.

  • Record signatures of customers when they approve completed work.

  • Expedite billing and reduce days sales outstanding (DSO).

Ticket Report

  • Display details for the ticket items on a ticket.

  • Record signatures of customers when they approve completed work.

  • Expedite billing and reduce days sales outstanding (DSO).

FX Form Report

  • Display the contents of an FX Form.

  • Record signatures of field personnel when they complete an FX Form.

  • Keep an audit trail of FX Form completion.

Prerequisites

To setup and use FX Reports, you need to:

Have these user licenses Have these permissions Complete these tasks
and review these topics
before continuing

Building FX Reports

Basics

There are two types of FX Reports:

  1. PDF Report

    Outputs in PDF format and uses XML markup to control layout.

  2. HTML Report

    Outputs in HTML format and uses HTML markup to control layout.

HTML reports are deprecated and will not receive any additional enhancements. Existing HTML reports continue to function. You should use the Report Template builder in the Admin Portal to create new PDF reports.

Setup

Use the Admin Portal’s Report Template and its report wizard to create new PDF reports.

Running FX Reports

Videos

FieldFX Back Office

FieldFX Mobile

Step-by-Step Guides

FieldFX Back Office

  1. Open the record.

  2. Click the report’s button.

    FieldFX Back Office Report Viewer button

    A print preview displays.

  3. (Optional) Add a signature to the report:

    If you 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 Delete to clear and try again.

      Gray delete button
    3. Click Save.

      Green check mark button
  4. Click Add to attach the report to the record.

    Green plus button for adding

FieldFX Mobile

  1. Open the record.

  2. 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.

    Report show all button in "off" position
  3. (Optional) Add a signature to the report:

    If you 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 Delete to clear and try again.

      Gray delete button
    3. Click Save.

      Green check mark button
  4. Click Add.

    Green plus button for adding
  5. (Optional) Print the report:

    1. Select Print.

      Gray printer button
    2. Print the report on a printer connected to the device.

  6. Select Save to attach the report to the record.

    Blue check mark add button

Viewing FX Reports Attached to Records

Step-by-Step Guides

FieldFX Back Office

  1. Open the record.

  2. Locate the report in the attachments list.

  3. Click View.

FieldFX Mobile

  1. Open the record.

  2. Select Reports on the sidebar.

  3. Select Show Existing Reports.

    Blue bulleted list button
  4. Select the report.

  • Read the Expressions article to learn how to use expressions to build FX Reports.

  • Read the Report Helpers article to learn how to use report helpers to build FX Reports.