* 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


Field Name

Here you can customise the field name that will appear as the column heading on the final report.

Field Placeholder

Add instructions in the field placeholder to prompt clerks on what information they need to add here

Field Type

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

There are 7 types of fields you can add..

Text

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.

Text (Multiline)


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

Pick list

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.

Multiple Choice

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.

Simplified

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.

Rating

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.

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