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Custom properties
Use custom property types to tailor report fields to your business needs.
The following custom properties can be added to reports:
- Text
- Choice
- True and False
- Date
The Text property allows users to input unique values. For example, if a project manager needs to initial a report or if the report requires other types of text entry, you might consider adding a report field using the Text property.
Setting up Text property
Example of custom text field dsiplayed in report settings
The Choice property allows users to select from a pre-defined set of choices in a drop-down menu. For example, a contractor might populate three construction types for report creators to choose from: New, Remodel, Demolition. Input would be confined to one of these selections.
Setting up Choice property
Example of choice menu displayed in report settings
The True and False property allows users to set a simple "yes/no" variable in reports. For example, if a report creator needs to indicate whether a project is new or ongoing, or if something is present or absent, the True and False property can help display that information quickly.
Setting up true/false property
Example of true/false option displayed in report settings
Default variable is True. Uncheck box for False.
The Date property allows users to set a custom date field, giving report creators access to a calendar interface for easy and accurate date entry.
Setting up a date property
Example of date property displayed in report settings
Example of report properties shown on cover page
Last modified 1yr ago