FieldFX Mobile App Reports Page :: FieldFX Documentation

Report Listing

The layout of reports are the same for jobs and tickets.

Callout

Description

1

Back Button

2

Name of the Job

3

Status

4

Navigation tabs for areas of the Job/Ticket/Ticket Item.

DETAILS

(Default)

ITEMS

Add, edit, view, or delete ticket items on the grid if necessary.

FORMS

Attach or View FX Forms

REPORTS (This page)

Add or View reports.

DATAGUIDE

If the ServiceMax DataGuide package is installed, you can utilize DataGuide Forms and Report Templates.

FILES

Add or View attachments

5

Search for a report.

6

Sort the reports by the following:

Title
CreatedDate
Title

A	Click the arrow to see a preview of the report. See Preview a Report.

7

Columns and details of the reports attached to a job or ticket.

The columns are the same for jobs and tickets.

Field

Description

Title

A system assigned name based on the report form attached to the job or ticket.

CreatedDate

The time and date the report was created.

Status

Report status:

new - Report was generated in Mobile (current session) and hasn’t been Synced to Back Office.
uploaded - Report was generated in Mobile (current session) and has been Synced to Back Office
downloaded - Report was generated in either Mobile or Back Office, set to Sync = true and has uploaded to Mobile.

Report Preview

Tap on the file name to see a preview of the report. A PDF preview of the report appears.

Tap Print to print the report to a connected printer.

Step-by-Step Guides

Access Reports in a Job or Ticket

Tap and choose Job or Tickets.

Jobs automatically appears when first logging into the FieldFX Mobile App.
Tap the Reports tab to view the reports attached to a job or ticket.

If there are no reports attached, the message No Records Found appears.
To add a new report, continue with Add a new Report.

- Back to Step-by-Step Guides -

Add a new Report

Click to expand

Tap + Add.
At the Select a Report Template, select a listed template.
Depending on the chosen template, a new report record is created and the report preview window appears.
Tap the report to open a preview.
Tap the X to close the preview and see the list of reports again.