Report Viewer

Introduction

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

For the latest changes, see Report View release notes.

PDF Reports

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

Example of a PDF report displayed in mobile
Figure 1. Preview of a PDF report
  1. Click Edit to enable Edit mode and display a page of items you need to complete on the report.

    Example of the disabled multi edit button
    Figure 2. The edit button as seen in a report preview before enabling edit mode
  2. With Edit mode enabled, you can:

    • Click a signature line to capture a digital signature.

    • Click an image placeholder to attach an image.

  3. Click Edit again to disable Edit mode and save your changes.

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

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

HTML Reports

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

Example of an HYML report preview
Figure 5. Preview of an HTML report
  1. Click a signature line to capture a digital signature.

  2. Click Add to finish.

    Example of the add button
    Figure 6. The add button as seen in a report preview

Running FX Reports

Step-by-Step Guides

FieldFX Back Office

  1. Open the record.

  2. Click the report’s button.

    Screenshot of the Ticket Report button in Back Office
    Figure 7. Click the button for the desired report

    A print preview displays

  3. (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.

      Example of the Delete button - gray circle with a black X
      Figure 8. The gray circle with the black X in the middle is the Delete button
    3. Click Save.

      Example of the Save button
      Figure 9. The Save button as seen in a report preview
  4. Click Add to attach the report to the record.

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

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 and select the report on the sidebar.

    Example of the show all button from the Report Preview page
    Figure 11. Tap the Show All button to display additional reports.
  3. (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.

      Example of the Delete button - gray circle with a black X
      Figure 12. The gray circle with the black X in the middle is the Delete button.
    3. Click Save.

      Example of the Save button
      Figure 13. The Save button as seen in a report preview
  4. Click Add.

    Example of the add button
    Figure 14. The add button is a green circle with a white plus symbol
  5. (Optional) Print the report:

    1. Select Print.

      Example of the print button
      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.

  6. 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

    Example of the white checkmark on blue field save button

Viewing FX Reports Attached to Records

FieldFX Back Office

  1. Open the record.

  2. Locate the report in the attachments list.

  3. Click View.

Set Active checkbox in AppSetting > ReportAsFiles

  1. From Setup, enter Custom Metadata in the Quick Find box.

  2. Select Custom Metadata Types.

  3. In the AppSetting row, click Manage Records.

  4. In the AppSetting section, click Edit in the ReportAsFiles row.

  5. In AppSetting (Managed), click Edit.

    Only certain attributes can be edited. Since it is managed, you can only edit the Protected Component, Active, and Value fields. All other fields locked.
  6. In AppSetting Edit,

    1. Click Edit.

    2. Select the Active checkbox.

      If the Active checkbox isn’t present, you will have to edit the layout and add it. You only have to do this once.

      1. In AppSetting (Managed), click Edit Layout.

      2. Find the Active button.

      3. Click and drag it down to the AppSetting Sample section to just above the Value field.

        Active with a checkmark appears.

      4. Click Save.

    3. For the Value, select True.

  7. Click Save.

FieldFX Mobile

  1. Open the record.

  2. Select Reports on the sidebar.

  3. Select the Show Existing Reports button.

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

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Videos on Running FX Reports

FieldFX Back Office

Using Report Viewer in FieldFX Back Office

FieldFX Mobile

Using Report Viewer in FieldFX Mobile