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Mobile report: Difference between revisions
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web app generates reports on the server
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{{Report TOC}} | {{Report TOC}} | ||
Reports are read-only visual representations of entity data. Users of the mobile app can use the templates to create reports on the go, using data from CRM. Reports are generated directly in [[Resco mobile apps]], 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. | Reports are read-only visual representations of entity data. Users of the mobile app can use the templates to create reports on the go, using data from CRM. Reports are generated directly in [[Resco mobile apps]], 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. | ||
Things are slightly different when using the web app. In this case, the report is generated on the server. | |||
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. | 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. | ||
== Report structure == | |||
Mobile reports support many popular building blocks, such as | Mobile reports support many popular building blocks, such as | ||