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

Text

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

Choice

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

True and False

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.

Date

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