Set up service reports

To export reports to a PDF file, you must first set up the reports by completing the steps below:

1. Go to the ‘Settings‘ module.
2. Click on the tab ‘Reports‘.
3. Click on the button ‘Add‘.

   

4. Determine the ‘Name’ (internal use).
5. Customise the content of the report using the variables below:
   • Customer name ;
   • Customer address ;
   • Customer external id ;
   • Comment ;
   • Done date ;
   • Done comment ;
   • Signature ;
   • Photos ;
   • Field worker name ;
   • Vehicle registration number ;
   • Field service external id ;
   • Custom fields (if defined).
6. Click on the button ‘Create‘.

   

Note: Click on the AntsRoute icon to display the drop-down list with variables.