FX Reports

Introduction

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

To add a new report or edit an existing report, see FieldFX Back Office Report Template Editor in FieldFX Admin Portal Tools.

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

Step-by-Step Guides

You can either build, run, or view an FX Report.

Build FX Reports

You can use FX Reports as a PDF Report using the Report Template Editor.

The reports in PDF format can use XML 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.

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

We fixed an issue where the bold, italic, and underline formatting for a Report PDF wasn’t working. Those formatting controls now work when the report is made into PDF and rendered.

Setup

Refer to the PDF Report Setup article for instructions on how to build PDF reports.

Back to Step-by Step Guides

Run FX Reports

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

Click to expand, click again to collapse

  1. Open the record.

  2. Select Reports on the sidebar.

    TIP: 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:

    IMPORTANT: 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.

      TIP: 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

  7. You can see the preview of the report,

    NOTE: If the report has been configured to render in multiple languages, you can select the language in the drop down at the top of the report.

    Language Selection

    This dropdown menu only appears for reports where the report template has been configured for multiple languages.

    The report renders in the selected language.

Back to Step-by Step Guides

View FX Reports Attached to Records

In FieldFX Back Office In FieldFX Mobile

  1. Open the record.

  2. Locate the report in the attachments list.

    The Attachments feature in FieldFX has been deprecated and replaced with the Files API. To upload files to tickets or jobs, make sure the FXL File Viewer Lightning Components is added to the ticket or job record page.

    Follow the steps in Set Up Attachments Using the Files API.

  3. Click View.

  1. Open the record.

  2. Select Reports on the sidebar.

  3. Select Show Existing Reports.

    Blue bulleted list button

  4. Select the report.

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