Report Designer: Customize your Field Service Reports & Forms

Report Designer

Full Control Over Customer Facing Documents & Management Reports

Report Designer provides you the ability to modify and personalize your customer facing documents to your specific needs.

Benefits

  • Full control over your customer facing documents
  • Improve corporate branding with personalized reports
  • Generate management reports that show all the information that you want to see, exactly as you want it presented
Report Designer

Key Features

Modify and create customized documents including...
  • Invoices
  • Sales Orders
  • Service Billing Invoices
  • Period Billing Invoices
  • Purchase Orders
  • Service Task Tickets
Multiple design options
Add logos and text boxes, change font size, add/remove fields and more.
Modify and create customized management reports including...
  • Customer Reports
  • Inventory Reports
  • Service Reports
  • Technician Productivity Reports

Report Designer Functions

Basic Functions
  • Change font size, type and colour
  • Change text alignment
  • Resize or move your logo
  • Adding images
  • Delete fields
  • Make minor layout changes, including repositioning and resizing fields
  • Add text boxes
  • Add or change border styles
  • Add or change background colors
  • Add watermarks
Advanced Functions*
  • Add existing database fields
  • Major layout changes
  • Change groupings
  • Change sort orders

* Advanced functions require a good understanding on the use of similar report design tools such as Access Report Writer® or Crystal Reports®.


System Requirements

Click here for a guideline on the minimum system requirements.