FX Reports
Introduction
FX Reports display FieldFX data in report format.

Following are the most common FX Reports:
Report | Usage |
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Quote Report |
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Job Report |
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Ticket Report |
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FX Form Report |
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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
You can use FX Reports as a
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PDF Report
Outputs in PDF format and uses XML markup to control layout.
Setup
Use the Admin Portal’s Report Template and its report wizard to create new PDF reports. |
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Refer to the PDF Report Setup article for instructions on how to build PDF reports.
Running FX Reports
Step-by-Step Guides
FieldFX Back Office
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Open the record.
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Click the report’s button.
A print preview displays.
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(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.
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Click the signature line.
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Draw a signature.
Click Delete to clear and try again.
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Click Save.
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Click Add to attach the report to the record.
FieldFX Mobile
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Open the record.
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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.
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(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.
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Click the signature line.
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Draw a signature.
Click Delete to clear and try again.
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Click Save.
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Click Add.
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(Optional) Print the report:
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Select Print.
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Print the report on a printer connected to the device.
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Select Save to attach the report to the record.
Viewing FX Reports Attached to Records
Step-by-Step Guides
FieldFX Back Office
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Open the record.
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Locate the report in the attachments list.
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Click View.
Recommended Reading
Building FX Reports Recommended Reading
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Read the Expressions article to learn how to use expressions to build FX Reports.
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Read the Report Helpers article to learn how to use report helpers to build FX Reports.