* Part of the Advanced Templates add-on
With InventoryBase's new and improved report editor, it is now possible to add advanced 'blocks' 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 block. You can delete, edit or add a new field into your customised block.
Click Edit or Add New Field to start configuring the column
Here you can customise the field name that will appear as the column heading on the final report.
Add instructions in the field placeholder to prompt clerks on what information they need to add here
The field type controls how you can add information about the item to the report.
There are 7 types of fields you can add..
This type of field is used for brief overview, usually used for items with a single text-based comment/condition. Typically used for Schedule of Condition and Cleaning Summary.
This type of field is used when a more text-based description and condition is needed. Typically used in more detailed inventory reports.
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.
Pick list (Multi)
This is very similar to Pick List (as above), but with this field type you can select more than one option.
Typically used for questions 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 multiple choice sets from the drop down menu.
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.
Choosing this field type will give you the option for 3, 5 or 10 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.
Now that is all the field types covered, here is an example of how a block could look when configured.
In the image below, I have added 4 columns - Text, Pick List, Rating and Notes. This would typically be used for a faster, less detailed inspection
Here is how it looks in the Edit Report page
You can duplicate your custom blocks across other sections of the report using the Copy feature.
Adding Custom Option Sets with Colours
You also have the option to customise the colours of the answer set. Please note the different colours will not show on the final report, but are used to help differentiate options when conducting a report.
Click on the block you would like to add the custom option set to
Select to add a new option set or manage an existing one
Add in your custom option sets if they do not exist already
Once created, click on the icons at the top of the pop up box, a new pop up box will then appear for you to select a colour. Click Update Colours when done.
Repeat this step for each option
And then Save Option Set once finished