03-16-15 Email Report Function, Now Better Than Ever

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We are pleased to announce the release of website version 2.9.9.  With this release format settings for PDF and Excel Reports can now be controlled in two different ways:

  1. Via Report Settings in the Email Report function that is included in a form.  These reports are generated when a form is completed on the mobile app and received by the website, or
  2. Via Report Settings in the View Data or Dispatch tabs in the website.  These reports are generated from either the Row menu or Data menu in these website tabs.

Report Settings in the Email Report Function

These settings are applied on a function-by-function basis. This means that you can set different templates and output types for different Email Report functions contained in a single from.  For example, you might want to have a full report with all fields in Excel format that is emailed internally to your organization, but you want a different set of fields in a PDF format emailed to customers.  You can achieve this by including separate Email Report functions in the form with different report settings.

To access the Report Settings  in Email Report function:

  1. Go to the Build Forms tab.
  2. Open the form containing the Email Report function(s).
  3. Click on the Email Report function.
  4. Click on Report Settings in the properties pane.
  5. After making any desired changes, click Save.

Report Settings in the View Data or Dispatch

These settings are applied on a project-by-project and form-by-form basis. This means that you can set different templates and output type for different forms. It also means that you can set different templates and output type for the same form but in different projects.

To access the Report Settings in View Data or Dispatch tabs:

  1. Go to the View Data or Dispatch tab.
  2. Select a project Report Settings.
  3. After making any desired changes, click Save.

IMPORTANT:  Existing forms will continue to use the old report settings scheme.  However, if an existing form containing an Email Report function is modified in any way AFTER the release of website version 2.9.9 on March 16, 2015, then going-forward this form will use the Report Settings accessed from the function.  So please be sure to adjust these settings as desired when updating forms.

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