Inventory Base's enhanced report editor now enables you to add advanced sections to your reports. If you're unfamiliar with how to add or reorder sections, you can find out more about customising your reports by exploring our guide on adding and rearranging blocks and block types.
Our Advanced template features are available within our Pro modules; please contact our Support team for more information.
Getting Started
1. On your online dashboard, go to the Settings tab, select the Templates option, and click on the template you wish to customise.
If you wish to customise an existing inspection, start the report and head to the Edit Report tab.
2. If you'd like to customise an existing section, click on the three dots next at the right of the section, and click on the Configure Section button.
If you want to create your own personalised section, click on the blue Custom block at the bottom of your report editor.
3. You will then see the default fields/columns present, giving you the ability to customise.
You can delete, edit, or add new fields to the section as needed.
4. 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 Edit or 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 Condition". |
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 | Control whether the field should be read-only and if it should be required or not. |
Field Type | The field type controls how you can add information about the item to the report. See full breakdown below. |
Dictionary | Assigning a specific dictionary to the section allows you to use a pre-defined list of commonly used words and phrases to speed up your reports. |
Field Types
💡 Click on the heading below to read more about the specific field type.
Text
Text
This field type is used for a brief overview, typically for items that require a single text-based comment or condition. It is commonly used for a Schedule of Condition or Cleaning Summary.
You can also assign a specific dictionary to this field or leave it as free text (without a dictionary).
Textarea
Textarea
This field type is used when a more detailed text-based description and condition are required. It is typically used in more comprehensive inventory reports.
You are also able to assign a specific dictionary to this field, or leave as free text (No Dictionary).
Number
Number
The number field supports three different formats:
Integer: For whole numbers.
Decimal: For numbers with decimal places.
Currency: For monetary values.
Here’s how the value 12345.678 will appear in each format:
Integer: Saved as 12345 and displayed as 12,345.
Decimal: Saved as 12345.678 and displayed as 12,345.678.
Currency (GBP): Saved as 12345.678 and displayed as £12,345.68.
You can choose whether to display trailing zeros when configuring number fields. By default, trailing zeros are shown, as many currencies require two decimal places. However, some currencies, like Japanese Yen (JPY), do not use decimal places, so trailing zeros will not appear for these currencies.
❗The option to show or hide trailing zeros will not be available if your account’s currency does not use decimal places.
Single Select
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
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
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 that includes time, you will also be able to choose the specific time you want. The dropdown list for time options shows increments in 15-minute intervals. However, if you need a more precise time, you can manually type it in.
This is an example of how it would appear on your final report:
Geolocation
Geolocation
This field captures the latitude and longitude of an item within a section. After adding the field, a location button will appear next to it.
When pressed, this button records the exact coordinates of your location at the time.
Single Question
Single Question
This field is typically used for questions that require quick inspection, allowing the user to select only one answer.
When you select this field, additional options will appear at the bottom of the popup. From here, you can choose from predefined question sets or add your own custom sets using the dropdown menu.
💡You can customise the option set colors to help you when editing your report.
Multi Question
Multi Question
This field allows the user to select multiple answers to a question. It is typically used for items with a "Yes/No/NA" toggle format, though it can be customised to fit your needs.
When you select this field, additional options will appear at the bottom of the popup. From there, you can add your own simplified choice sets by selecting from the dropdown menu.
💡You can customise the option set colors to help you when editing your report.
Rating
Rating
Selecting this field type allows you to use a 3 or 5-star rating scale to indicate the condition of each item, with a score entered for each.
When this field is selected, additional options will appear at the bottom of the popup. From there, you can add your rating choice sets by selecting from the dropdown menu.
Example of a Customised Section
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:
ℹ️ You also have the option to customise each item field to fit your needs.