Standard Report Templates

Source: This article refers to Standard Report Templates

Intro

The following templates are the standard report templates included in the Coresystems Field Service Management solution.


Standard Report Templates

Service Checkout 2 (Online)

Report execution Online, report is built in the cloud based on JasperSoft
Supported Platform Field Service Mobile (iOS, Android)

Latest version of the service report based on an activity that is mainly used during the checkout process. The report contains information about service call and linked objects.

Differences from “serviceCheckout” report template:

  • Data retrieval is based on CoreSQL instead of CCQL so that it is easier to adjust queries
  • Report is based on JavaScript expressions instead of Java so that the report is more similar to the report that can be run offline on mobile devices
  • Main service call, activity and contact information is displayed in the main report so that it is easier to understand and adjust the main report data
  • Attachment for Expense, Mileage, Material, Expense in a separate report after checkout is not supported so that there is less logic in the cloud in regards to report generation that is not possible to adjust by customers

Service Checkout (Online)

Report execution Online, report is built in the cloud based on JasperSoft
Supported Platform Field Service Mobile (iOS, Android)

Older version of the service report based on an activity that is mainly used during the checkout process. The report contains information about service call and linked objects.

Differences from “serviceCheckout2” report template:

  • Data retrieval is on CCQL
  • Report is based on Java
  • Attachment for Expense, Mileage, Material, Expense are attached in a separate report after checkout

Sales (Online)

Report execution Online, report is built in the cloud based on JasperSoft
Supported Platform Analytics & Reporting

Sales document report that can be used to send sales order or quotation including items and prices to the customer.


Sample Report Templates (Online)

Report execution Online, report is built in the cloud based on JasperSoft
Supported Platform Analytics & Reporting

Sample reports that can be downloaded by technical consultants to use as samples and help to create the custom report templates.


Checklist (Online)

Report execution Online, report is built in the cloud based on JasperSoft
Supported Platform Analytics & Reporting, Field Service Mobile (iOS, Android)

The report is a dynamically built report based on chapter view.

For the standard report with name “checklist” the following special logic is applied to display tables with more than 10 columns

  • If a checklist instance contains a table with 11 or more columns, the main checklist report (portrait layout) skips the tables with 11 or more columns. Instead a link or message is displayed that the table is in the appendix.
  • A second report is created in landscape format that contains only the larger tables with 11 or more columns that were skipped before
  • Both reports are merged into one PDF file and this file is returned as the checklist report
  • For tables with 21 or more columns only up to 20 columns are displayed in the appendix
  • This logic is done in the cloud and only supported for report templates with name “checklist”
  • Custom reports based on the standard report with a different name will not display tables with more than 10 columns. The specific format will have to be defined in the custom report.
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