MoveSurvey – Reports

The Reports window in MoveSurvey allows for quick and easy generation of several reports:

• Household Insurance

• Inventory List

• An Internal copy of the Inventory List

• Quote

• Receipt

Moveware Reports can also be generated through MoveSurvey.  These require an internet connection as information must be sent to Moveware from MoveSurvey, which is used to create the report inside Moveware, which is then sent back to MoveSurvey.  This method can be used to generate a quote using a version that is set up inside Moveware, for instance.

The reports set up on your MoveSurvey with this capability display as “Server Reports”.

How to Configure a Report in Moveware for Use in MoveSurvey

1. Open the Report Configuration screen.

2. Find the report you want to appear in Moveware

3. In the Filters section, add ms for the report to appear in MoveSurvey, and mc for the report to appear in MoveCrew. You can add both ms and mc to the filter list.

4. In the Help section, the filters for the report need to be added. These filters are limited and do not cover the full range of filters available in Moveware. The current ones are:

• rp;R/Plan;text;{rnumber}

• inventactest;Estimated / Actual;combo;Estimated,Actual;ms-Estimated,mc-Actual

The format of this text is:

• <Moveware Filter Name>;<MoveSurvey Filter Text>;<Filter type- Text or Combo>;<Combo Options>;<Default value. Prefix ms- or mc- to default between versions. {rnumber} will insert the current removal plan number into the field>

5. Run a codes refresh in MoveSurvey for these reports to be available.