Report Builder Rules

Overview

Report rules let you apply custom and dynamic styling to your reports based on form input. Using the Report Builder, you can have the appearance of fields and containers change to highlight or flag certain data that was reported.

For example, if you want to highlight failed items on an inspection report, you can apply a report rule that changes the text color of each failed item to red. This will ensure that no critical information goes unnoticed.

Report rules are an intuitive way to enhance the visual appeal, readability, and effectiveness of your reports.

How to Create Report Rules

1. Log into the Portal and go to Forms > Custom Reports from the left navigation menu.
2. Enter the Report Builder by editing or creating a new report.
3. Add a field to your report template.
4. Select the field and use the Field Formatting menu on the left to customize it to your desired format.
   • In our example, we have changed the text color to red.
5. Select Save Field Style to name and save this format.
6. In the Field Settings menu, select the Add Rule button.
7. Follow the prompts on the Report Rule screen to configure your rule.
   • In the example below, we have set a condition that when the Pass Fail field shows fail, it will turn the text red in the report.