Report Viewer

Introduction

Report Viewer is used to view and run FX Reports in FieldFX Back Office and FieldFX Mobile. You can also attach these reports as PDFs or HTML documents. They can be used on either job, ticket, quote, invoice and eForm records.

For the latest changes, see Report View release notes.

Prerequisites

User Licenses Needed Permissions Needed Before Continuing
Complete These Tasks

FX E-Ticketing minimum permissions

Step-by-Step Guides

When using the Report Viewer, you can view or run a report and view a PDF report.

You can also view FX Reports that are attached to records from FieldFX Back Office or from FieldFX Mobile.

With the next release of Report Viewer due out on April 5, 2024, you should test against your sandbox org on the new BETA channel version. There have been changes made that could prevent your reports from rendering correctly after that date.

View a PDF Report

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

In FX Mobile

Click to expand
Example of a PDF report displayed in mobile
Figure 1. Preview of a PDF report in FX Mobile

  1. Tap Edit Example of the disabled multi edit button to enable Edit mode and display a page of items you need to complete on the report.

  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 Example of the enabled multi edit button again to disable Edit mode and save your changes.

  4. Click Add Example of the add button to finish and attach the report.

Run FX Reports

FieldFX Back Office

Click to expand

  1. Open the record.

  2. Click the report’s button.

    Screenshot of the Ticket Report button in Back Office
    Figure 2. 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. .. Click the signature line. .. Draw a signature.

    + TIP: Click the Delete button to clear the capture and try again.

    + .The gray circle with the black X in the middle is the Delete button image::ROOT:Delete_button_grey.png[Example of the Delete button - gray circle with a black X]

    1. Click Save.

      Example of the Save button
      Figure 3. 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 4. The add button is a green circle with a white plus symbol

FieldFX Mobile

Click to expand

  1. Open the record.

  2. Select Reports on the sidebar.

    TIP: 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 5. 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. .. Tap the signature line. .. Draw a signature.

    + TIP: Tap the Delete button to clear the signature and try again.

    + .The gray circle with the black X in the middle is the Delete button. image::ROOT:Delete_button_grey.png[Example of the Delete button - gray circle with a black X]

    1. Click Save.

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

  4. Click Add.

    Example of the add button
    Figure 7. 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 8. 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.

  7. 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

Test Report Rendering on BETA Channel Version

  1. Refresh your sandbox environment.

    You can test against an exact copy of your production environment.

  2. In your sandbox environment,

    1. To open Setup, click Gear icon.

    2. Type Custom Settings in the Search box.

    3. Find and select FX Settings and click Manage.

Back to Step-by-Step Guides

Define Google Chrome PDFs Option

Google Chrome is a 3rd party application, and the instructions for how to enable this option may change at any time without warning.

Google Chrome allows PDFs to either be saved to the user’s device or opened in the browser. The Report Viewer requires that reports be opened in the browser.

  1. Open Google Chrome.

  2. In Google Chrome, select the three vertical dot menu button at the top right, then click Settings.

    Chrome Settings Button

    Or, in the search bar, go to chrome://settings.

  3. In Search settings type PDF.

  4. Select Site Settings.

  5. Scroll to the bottom of the screen and select Additional content settings.

  6. Select PDF documents.

  7. Select Open PDFs in Chrome.

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