Local Report Custom Changes
- Silas Canning (Unlicensed)
- Marc Geuthner
Navigate to Administration -> <Your Company Name> Setup -> Mobi Setup -> and search for the newly created custom report set up in Getting Started in the Reports tab (by default this menu will only display those report that have “mobi custom” entered in the MW Setup field)
The following changes can be customized on a Mobi report:
Code Value: Code Name of the report as seen in Before you Start and will not be visible to users in Mobi.
Description: This is the name of the report that will display in Mobi.
Default Type: Double click to select here any Job Type cost centres (e.g. EXM, IMM) for which the report will show by default. Leaving the field blank means the report is available for all types (except as set in step 4).
Exclude Types: Double click to select here any Job Type cost centres (e.g. EXM, IMM) for which the report will NOT show. Leaving the field blank means the report is available for all types (except as set in step 3).
Branches: Double click to select here any Branches for which the report is available. Leaving the field blank means the report is available for all branches.
Other: This is currently not in use.
Comments: For developers only. Do not add anything in this field. It is used as an override in a special case.
Status: This designates whether the report is active or inactive, allowing the user to control which reports are in use (Active) and which are not (inactive)
Shortcut: Not in use
Default: Not in use
Extra: Used to show whether a report is beta or live code. If set to Beta, the report will only show when the version setting is Debug (Mobi Settings)
Lookup Sort: Changes the order in which the report appears, relatively to other reports
Colour: Not in use
Method: Not in use
Date: Not in use
Mw Setup: This will automatically display “Mobi Custom” when a menu is copied to indicate this is a custom copy of a menu and not a standard menu
Mobi Code: This is the most significant area that allows report customization in Mobi. The code table in the bottom right hand corner of the screen is what controls the settings of the mobi report. These settings will appear as options on the report to the individual user and will also control what information the report displays and in what order. The user can add content (Code) or removed from a report by clicking on the plus and minus icons highlighted below:
The table below provides a brief description of what each of the available Content (codes) the user can add (or remove):
rp | Allows you to filter the report by job number (meaning the report will be run for a single job) |
inventactest | Adding this setting will display the inventory on the report |
group | This setting allows the user to group the inventory by Room or Destination or not grouped on the report |
sort | This setting allows the user to sort the inventory numerically, alphabetically or by room on the report. The Room sorting is generally used when inventory is grouped by destination. |
showVolume | If the inventory is set to display (see inventactest above), this setting allows the user to choose to show or not show the volume on the report |
destinationCondition | If the inventory is set to display (see inventactest above), this setting allows the user to choose to show or not show the inventory condition at destination on the report |
condition | If the inventory is set to display (see inventactest above), this setting allows the user to choose to show or not show the inventory condition at origin on the report |
packType | If the inventory is set to display (see inventactest above), this setting allows the user to choose to show or not show the pack type on the report |
packMethod | Legacy setting that was replaced by: extraInventoryFields |
packer | Legacy setting that was replaced by: extraInventoryFields |
location | If the inventory is set to display (see inventactest above), this setting allows the user to choose to show or not show the location of each item the report |
contents | If the inventory is set to display (see inventactest above), this setting allows the user to choose to show or not show the contents of packing items on the report |
diary | Adding this setting will display the Job diary on the report |
materials | Adding this setting will display the Job Materials on the report |
showprice | Adding this setting will display the Job Materials Price (Rates) on the report |
charges | Adding this setting will display the Job Invoice(s) from the account menu on the report |
photos | Adding this setting will display the Inventory photos on the report |
reviews | Adding this setting, the user can specify the name of different reviews to be displayed within the report |
signatures | Adding this setting, the user can add signature fields for the Client, Staff or Both on the report |
sections | With this setting the user can specify the order and which Menus from within Mobi will show in the report. The options are: job, inventory, object, checkSummary, materials, special, diary, receipt, charges, photos, review, Timesheeting |
tax
| This setting controls the default way in which the values are displayed on reports. These values can be set to display including tax or excluding tax based on the default setting of Inc Tax or Ex Tax, respectively. If the setting is not included in the report configuration, the default will be Inc Tax. |
taxSubset | This setting allows for the tax to be split into two components and is used by clients who need a two tax solution on their reports. To set this up on a report, the below format must be entered into the Options field: “<Description of tax subset>, <Multiplier of subset>” |
printSignaturesOnEveryPage | This setting can be added so that the signature is displayed on every page of the inventory. The setting is a type=combo, Options=Yes,No |
RefreshSignature | This setting can be added to any report to force a new signature to be collected whenever a report change is made. The setting is a type=combo with Options= Yes,No. When set to Yes, each time the report is opened in Mobi, the signatures are blank (even if the report has been generated previously and a signature was provided). When set to No, each time the report is opened in Mobi, the signature provided most recently will still remain in the report. |
addInventorySummary | This setting can be added to any report to display an extra inventory summary at the end of the inventory list. The inventory summary shows the total inventory items groups by Destination and Room and shows total volume and weight of the items. When adding the Mobi code to report configuration, set the Type=combo, Options=Yes,No. |
printAllTextBlack | This Mobi code will make the report print all font in black text- regardless of review question set up. When adding this Mobi code to report configuration, set Type=combo, Options=Yes,No |
extraInventoryFields | This setting will allow a user to control which inventory item details are shown/displayed in inventory reports. To make use of this setting, the following code should be added to codes Management. |
showDiaryComments | This parameter controls whether or not the Diary action comments are displayed next to the diary action. To add this parameter, navigate to codes management and add the following: |
showCrewNotes | This parameter controls whether or not the crew notes are displayed under the job details section in reports. To add this parameter, navigate to codes management and add the following: |
staffMoveMgrSalesRep | This parameter controls the staff being displayed in the Job Summary Section of local reports. Each report can be configured to show MoveManager, SalesRep or both. To add this parameter, navigate to codes management and add the following: Type: “MobiReportFilter” |
showVoidedItems | This parameter controls whether or not voided items are displayed in the inventory section of reports. To add this parameter, navigate to codes management and add the following: Type: “MobiReportFilter” |
headerFooter | This parameter controls whether reports should display the header, footer or both. Without the parameter, the default behaviour is to show both on all reports. To add this parameter, navigate to codes management and add the following: Type: “MobiReportFilter” Header contains company logo. Footer contains report signatures and/or time and date of report. |
timesheetgroup | This parameter allows you to control whether the timesheeting section on reports is grouped by Resource or by Job. Type: MobiReportFilter |
timesheetDay | This parameter lets you choose whether you want to display all timesheeting on the job or just the timesheeting for a given day. This is particularly useful for workorders where the client signs off on a daily basis. |
enlargeresourcetype | This setting moves the resource type next to the employees name so it displays larger on the timesheeting section. Generally used for Hire labour/ commercial moves. Type: MobiReportFilter |
materialsOrderByFields | This setting allows Admins to change the sorting of the materials section on Mobi reports. It can be sorted Date, Diary Action and Description. |
showOriginDestComments | This setting allows Admins to control whether Origin and Destination Comments from the Job details screen get displayed on reports. |
showInternalNotes | This setting allows Admins to control whether Internal Notes from the Job details screen get displayed on reports. |
imageqty | Code type: MobiReportFilter |
ChargesFiltering | This setting can be used to filter the charge lines being displayed on local reports. The filter can be added using the below details: Code Code: MobiReportFilter DDID: For DBRC customers Only. This would only display the invoice charges linked to the cost option linked to the selected diary action. InvoiceDate-Only to be used for companies using sys param “ShowInvDetailsDate”. The charges section would only show the charges matching the date of the selected diary action. None: Only for NON-DBRC. This will show all invoice charges regardless of date |
limitdiarybyselectedaction | This setting allows you to filter the Diary section of reports to show only the diary action selected in Mobi. |
hideInventorySectionQtyColumn | This setting hides the Qty column of the inventory section |
hideInventorySectionRoomColumn | This setting hides the Qty column of the inventory section |
Each of the above content controls (codes), once added to a report, can be configured to manage default behaviour of such content. The table below explains those options available to the user:
Mobi code: Code Name of content being displayed in the report (refer to item #17 above)
Label: Descriptive Name of content being displayed in the report as the user will see it
Type: Each report will have a default value of each content it displays (for example if a report displays the inventory, then it would default to either the Actual or Estimated Invventory). When these “Options” exist to a user, the “Type” column controls if that is given to the user as a lookup (a list of options for the user to select from) or as a free entry text filter.
“Combo” will offer the user a using a magnifier glass:
“Text” means the user will need to free type entry the desired otion:
Options: In this field is where the report will list the available options that are selectable by the user, as explained in step 3 above. In other words, in this field is where we record the possible “answers” to how and if we display the selected report content.
When the Type = combo, then everything entered in the options field will be available for the user to choose from in the lookup menu. Options should always be separated with a comma without any spaces in between the options. Most of the options for every content (code) are a simple Yes / No (which would be listed as “yes,no”), and refer to whether certain sections should be included or excluded, but there are some content items which have more variables to choose from. These include:
Reviews: Options listed here would be the code name of the RatingType that the report displays. For example:
Signatures: Options listed here would be the name that will appear above the signature field. These options can be renamed if desired. Please note however that when a report is run, there is a limit of two signature fields per report. In the following example the options to the user when printing this sample report would be to include two signature fields, one, or none:
Sections: Some reports are hardcoded in Mobi and do not require the sections Mobi code for set up. Those reports that are not hardcoded will need the sections menu to determine which sections will be included in the report. It is very important to remember that it is not enough to just list the reviews in a custom report set up, one will also need to add “reviews” to the options of the sections mobi code. The order of these items included here, will control the order in which they display in the report:
Defaults: This determines the default option selection among those optionable answers above (step #4). For example, if you have a options “yes,no” then by setting the Defaults column to “yes” will mean that the report will generate the report using ‘yes’ unless otherwise changed by the user before printing said report.
Note: The defaults settings for the “sections” Mobi code should always be the same as those listed in “Options” to ensure all sections desired do appear in the report.
Updating Formatting of Local reports: