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
Text
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
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
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
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 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:
Geolocation
Geolocation
Single Question
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
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
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.
Example of a Custom 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:
💡 You can customise the option set colors to help you when editing your report.