Custom Reports…

Out of the last blog entry (Roadmap update) I mention about custom reports, yet is seems not to be clear what is involve on it. Here is a summary…

What reports are “customizable”?

Service Request form (all 3 types), Proposal (legacy and default format), Invoices (Full and summary).

Is there any pre-setup requirements?

There will be a new form called Custom Report that u need to give rights to users that will be updating those custom reports, everyone else will only run the reports (if they have rights to the respective form (invoice print, proposal, service request form). Also this modification will be available on Release 31 (minor version number has not been assigned since it depends on QA)

Where would those reports be accessible?

On it’s respective form (invoice, proposal, service request), you will see an arrow on the right side of the Print button, once the user click that arrow it will drop down with a list of custom reports (for that type) (see figure 1)

What can I customize?

Layout (move labels and data around, colors, fonts, remove fields out of the reports, add new labels, shape, lines, some other objects.

How many custom reports can I add?

About 2 millions… enough?

Can I email those reports?

Not in an automated way (yet), however u can save it to a pdf, and attach it to an email.

Figure 1