Report Designer

Report Designer is a tool available to CRM administrators that allows you to design custom document templates. The template is then saved in your CRM as a record and it can be used across all mobile projects in your organization.

If you don't want to use the designer, you can create or edit the report templates directly as XML files.

Mobile reports

Users of the mobile app can use the templates to create reports on the go, using data from CRM. Reports are generated directly in the Mobile CRM application, even in offline mode, so there is no need for any connection to the internet or CRM server. This allows you to create e.g. an invoice or a service report at the customer and save it to a CRM record as an attachment. Or instantly email it to your customers and partners. Or use a wireless printer to directly print it.

Documents can be generated in Word (.docx), Excel (.xlsx), PDF, or HTML formats. It is also possible to use one or more records as a source for the report.

Mobile reports support many popular building blocks, such as

• Header and footer sections that repeat on all pages of the document
• Repeating blocks for recurring items (such as invoiced products)
• Any field from your entities
• Images, both static (for example your company logo) and dynamic (for example a signature)
• Dynamic reports involving business logic, for example calculations, show or hide sections under specific conditions, etc.

See also:

• Quick overview: Mobile reports in Resco Mobile CRM Blog
• Anatomy of a Mobile Report Blog

Accessing the designer

Report Designer can be started from the management console of your CRM:

1. Using a web browser, log in to your CRM.
2. Launch the dashboard:
   • For Resco CRM server, select Reports.
   • For Dynamics, go the the Settings of your CRM and select MobileCRM > Inspections. Then select Designer.
   • For Salesforce, click TBD.

Using the designer

On start, the Report Designer shows a list of existing reports. Use the toolbar in the top part of the screen to access most functions.

New

Create a new report. Specify a name, select an entity, the language, and decide if you want a report for a single record, for multiple records, or a combination.

Edit

Select an existing report and open it for editing.

Properties

Select a report and modify its properties.

Delete

Delete selected report.

Activate

Active reports are available in the app.

Deactivate

Inactive reports are not available in the app.

Import

Upload an XML file with a report.

Export

Download a copy of the select report template to your computer as a file in XML format.

Clone

Create a duplicate of the selected report template.

Editing a report template

A new report contains a header block, a footer block, and a grid block.

• Use the toolbar buttons to add or remove grids, cells, columns, repeating blocks, and images / signature.
• Left pane displays a list of fields of the selected entity. Drag fields to the report.
• Use the right pane to modify the properties of selected items.

Once you've done editing a report, save changes and remember to activate it to make it available in the app.