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Custom Sections in your Template/Report
Custom Sections in your Template/Report

Learn how to customise the different fields within the sections of template, allowing bespoke reporting for your business.

Adelle Naidoo avatar
Written by Adelle Naidoo
Updated over a week ago

Custom Fields/Sections are a part of our Advanced Templates features that is standard with our Enterprise plan only.

Advanced Templates features are available as an Add-On to our other plans at an additional monthly cost. Please contact our Support team for more info.


With InventoryBase's new and improved report editor, it is now possible to add advanced 'sections' to your report. If you are not familiar with adding a new section on your report, you can find out more about adding/re-ordering blocks and block types here.

Once you have added a new inspection, start the report and navigate to the Edit Report tab. Scroll down to the bottom of the page and you will see an option to add a 'Custom' block.

When clicked, the following default options will appear for you to start customising your new section. You can delete, edit or add a new field into your customised section.

Click on "Edit" if you want to customise the default fields, or click on "Add New Field" to create your own bespoke field.


Once you click on "Add New Field", you will have the below options to create your own custom field:


FIELD NAME

Here you can customise the field name that will appear as the column heading on the final report, e.g., "Overall State".

FIELD PLACEHOLDER

Add instructions in the field placeholder to prompt clerks on what information they need to add in this section, e.g., "Detail the overall state/condition of the room"

FIELD CONTROLS

'Required' - requires the user to input a value in the field.

'Editable' - when toggled to 'Off', the field will be read-only.

FIELD TYPE

The field type controls how you can add information about the item to the report.

Read more about the various Field Types:

Text

This type of field is used for a brief overview, usually used for items with a single text-based comment/condition. Typically used for Schedule of Condition and Cleaning Summary.

You are also able to assign a specific dictionary to this field, or leave as free text (No Dictionary).

Textarea

This type of field is used when a more text-based description and condition is needed. Typically used in more detailed inventory reports.

You are also able to assign a specific dictionary to this field, or leave as free text (No Dictionary).

Number

A new number field has been added which supports the following formats:

  • integer, for whole numbers;

  • decimal, for numbers with decimal places; and

  • currency, for money.

Here are some examples of what a value — 12345.678 — becomes when entered into a number field:

  • (integer) saved as 12345 > formatted as 12,345;

  • (decimal) saved as 12345.678 > formatted as 12,345.678; and

  • (currency, GBP*) saved as 12345.678 > formatted as £12,345.68.

You can also choose whether you want trailing zeros when you configure number fields.

By default, trailing zeros will normally be shown as most currencies use a minimum of 2 decimal places. However, this excludes other currencies like JPY (¥) which do not use any decimal places.

The option to show/hide trailing zeros is NOT shown if your account's set currency does not use decimal places.

Single Select

Use this type of field for quick select options in a report. Only one answer can be selected from each option set when editing the report. This is typically used for faster Inspection formats.

When this field is selected, the following options will appear at the bottom of the pop up for you to add your own option sets:

Multi Select

This is very similar to Single Select (as above), but with this field type you can select more than one option in your report.

Date /Time

You can input the date / time into your report. When selected, you can choose the format you'd like it to appear as.

You can also customise the way you'd like the date/ time to appear by selecting the 'Custom' option.

Once the field is saved, a date picker will pop up and it will show you the formatted date.

If you select a format which has the time too, you will also be able to select the time you want. With the time, the options of the dropdown list are shown in 15 minute increments but if you want a more specific time, you can manually type the time.

This is an example of how it would appear on your final report:

Single Question

Typically used for questions for faster inspection formats. This allows the user to select only only set one answer to the question.

When this field is selected, the following options will appear at the bottom of the pop up for you to choose / add your own question sets from the drop down menu.

💡TIP - you can customise the option set colors to help you when editing your report.

Multi Question

Allows the user to select multiple set answers to the question. Typically used for items with a "Yes/No/NA" toggle format, but this can be customised.

When this field is selected, the following options will appear at the bottom of the pop up for you to add your own simplified choice sets from the drop down menu.

💡TIP - you can customise the option set colors to help you when editing your report.

Rating

Choosing this field type will give you the option for 3 /5 star rating scale to indicate condition, entering a score for each item listed.

When this field is selected, the following options will appear at the bottom of the pop up for you to add your rating choice sets from the drop down menu.


Once you have configured your field(s), click on Save to apply your customised section to your report.

Here is an example of configured fields within a specific section:

Here is how it appears in the report editor (template):

You can duplicate your customised section across to other sections of the report using the quick 'copy' option at the top right corner of the section:


💡TIP

You can customise the option set colors to help you when editing your report.

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