Difference between revisions of "Mobile reports for Resco Inspections"

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{{Note|Work in progress! We are in the process in updating the information on this page.|Warning}}
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Traditionally, inspections often involved a lot of paperwork - part of it in the field, and then again in the office, producing a report. [[Resco Inspections]] is designed to perform the entire inspection process without any paper documents, however, in many scenarios, it is desirable to finish the inspection with a report, a document that can be sent to your manager or end customer. Fortunately, Resco Inspections allows you to generate such reports directly on your device, immediately after concluding an inspection.
 
Traditionally, inspections often involved a lot of paperwork - part of it in the field, and then again in the office, producing a report. [[Resco Inspections]] is designed to perform the entire inspection process without any paper documents, however, in many scenarios, it is desirable to finish the inspection with a report, a document that can be sent to your manager or end customer. Fortunately, Resco Inspections allows you to generate such reports directly on your device, immediately after concluding an inspection.
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* [[Report_Designer_examples#Logo_in_questionnaire_reports|Logo in questionnaire reports]]
 
* [[Report_Designer_examples#Logo_in_questionnaire_reports|Logo in questionnaire reports]]
  
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== Images from repeatable groups ==
  
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In the case of images that are placed within repeatable groups, you need to adjust the annotation fetch according to the name, index, and repetition of the respective question group. When the question group is repeated on the questionnaire form, the name (field "resco_questiongroup.resco_name") is composed of the name of the question group defined in the questionnaire designer and the index of repetition, e.g. "my-question-group#001". The same works for each question placed within.
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First, you need to create a child repeater for question group and add "resco_name" condition to the filer. Use the "Contains" operator and the name string from Questionnaire Designer. This way you make that each repetition will be fetched and used in the report's repeater. A good practice is also to define the sort order so that you get the question groups in the same order as on the questionnaire.
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# Create a child repeater.<br>[[File:Repeatable1.png|600px]]
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# Select the repeater and click '''Edit Sources''', then double-click the filter.
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# Click '''Add Condition''' and enter the condition for "resco_name".<br>[[File:Repeatable2.png|600px]]
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# Save all changes.
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Next, define the fetch for “resco_question” entity which will get the correct question record. You need this record to fetch the correct annotation record in the following step. The question filter should use “resco_questiongroup” condition for the question group from step 1 and condition based on the question name and index similarly as in the “resco_questiongroup” filter.
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# Return to the list of variables of the child repeater.
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# Click '''Add''' to add a variable for the entity "resco_question".<br>[[File:Repeatable3.png|600px]]
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The final step is to place an image cell into the repeater and define the "annotation" entity filter. The "annotation.objected" must equal the id of the questionnaire and the "annotation.subject" must equal the name of the image question from step 2.
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# Close the variables list and return to the questionnaire design.
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# Select a cell in the child repeater grid and click '''Add Image'''.
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# On the '''Properties''' pane, click '''Binding > Select''' and define a filter for the annotation.<br>[[File:Repeatable4.png|600px]]
  
 
[[Category:Resco Inspections]]
 
[[Category:Resco Inspections]]

Revision as of 13:57, 7 July 2020

Warning Work in progress! We are in the process in updating the information on this page. Subject to change.

Traditionally, inspections often involved a lot of paperwork - part of it in the field, and then again in the office, producing a report. Resco Inspections is designed to perform the entire inspection process without any paper documents, however, in many scenarios, it is desirable to finish the inspection with a report, a document that can be sent to your manager or end customer. Fortunately, Resco Inspections allows you to generate such reports directly on your device, immediately after concluding an inspection.

Resco Inspections comes with a generic report available automatically for all questionnaires, and it includes a powerful tool for designing custom mobile reports, the Report Designer. However, even if you are already familiar with the mobile reports in Resco, the unique data structure of questionnaires can sometimes complicate things.

Automatic report

The demo data includes the automatic report, a generic default report for any questionnaire. This report can be made available in the app without any additional configuration using Report Designer. Automatic reports are only available for the standalone Resco Inspections product.

Custom report

While editing a questionnaire using the Questionnaire Designer, you can use the Mobile Report button to open the Report Designer. This function will take the questionnaire structure and convert it into a custom report with the same structure. This new report is also linked to the questionnaire.

Alternatively, you can start Report Designer, create a brand new report from scratch, and link it to a questionnaire manually.


Unsorted information

App users have the option to complete questionnaires with a report, or they can generate a report on demand.

If you decide to create a report for your questionnaire from scratch, we recommend that you look at an automatic report for inspiration. See also the following examples:

Images from repeatable groups

In the case of images that are placed within repeatable groups, you need to adjust the annotation fetch according to the name, index, and repetition of the respective question group. When the question group is repeated on the questionnaire form, the name (field "resco_questiongroup.resco_name") is composed of the name of the question group defined in the questionnaire designer and the index of repetition, e.g. "my-question-group#001". The same works for each question placed within.

First, you need to create a child repeater for question group and add "resco_name" condition to the filer. Use the "Contains" operator and the name string from Questionnaire Designer. This way you make that each repetition will be fetched and used in the report's repeater. A good practice is also to define the sort order so that you get the question groups in the same order as on the questionnaire.

  1. Create a child repeater.
    Repeatable1.png
  2. Select the repeater and click Edit Sources, then double-click the filter.
  3. Click Add Condition and enter the condition for "resco_name".
    Repeatable2.png
  4. Save all changes.

Next, define the fetch for “resco_question” entity which will get the correct question record. You need this record to fetch the correct annotation record in the following step. The question filter should use “resco_questiongroup” condition for the question group from step 1 and condition based on the question name and index similarly as in the “resco_questiongroup” filter.

  1. Return to the list of variables of the child repeater.
  2. Click Add to add a variable for the entity "resco_question".
    Repeatable3.png

The final step is to place an image cell into the repeater and define the "annotation" entity filter. The "annotation.objected" must equal the id of the questionnaire and the "annotation.subject" must equal the name of the image question from step 2.

  1. Close the variables list and return to the questionnaire design.
  2. Select a cell in the child repeater grid and click Add Image.
  3. On the Properties pane, click Binding > Select and define a filter for the annotation.
    Repeatable4.png