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🎨 Field tags in reports

How to customize your report exports, use field tags and add display conditions

Blandine Aucante avatar
Written by Blandine Aucante
Updated over a week ago

Do you want to customize your report exports? Great news! There are many tags that automatically pull information from your reports, like the report title or the location of a conversation. Once you insert these tags into your export template, you just need to fill out your reports in Kraaft and export them in Word, Excel, or PDF ✨

This allows you to automatically generate customized reports by selecting the info you want to include in the export and displaying only what’s relevant to you. A real time-saver! ⏱️


1️⃣ Global Tags

General tags allow you to retrieve fixed and automatic information related to the report, like the project name or the report creation date. Simple and effective! 🎯

Tags

Meaning

Output

##$ticket_name##

Project name

B0971 - Victoria Street

##$folder_title##

Report name

Site Condition Report

##$report_creator##

Creator’s name

Blandine Kraaft

##$report_date##

Report creation date

05.17.2023 - 14:56

##$pool_logo##

Company logo

##$schema_name##

Form type

Site Condition Report

##$map##

Map

##$map$large##

Large map


2️⃣ Customizable Field Tags

You’ll find all other tags in the report creation and modification space, directly on your computer. These tags automatically adapt to your field titles, so you don’t need to do anything special—it’s all automatic! 😎

If you need to familiarize yourself with the different types of fields, here’s an article that explains them!

Detailed display with the $ sign:

You can use the $ sign after a tag name to choose how to display certain information or select a specific detail for certain fields, super handy! For example, for a photo, you can choose to display it without the date or only with the location 📍

In practice, if you add the precision $no_details## to the ##photo tag, it will display a photo without any details (no date or location). Cool, right? This allows you to choose exactly what you want to display for each field! 🛠️

You just need to use ##FIELDNAME + $ + specify the display you want, such as no_details## = which equals ##FIELDNAME$no_details## in our example with the photo!

Here are the fields that can have display specifics:

  • ✅ Checkboxes

  • 📍 Location

  • 📸 Photos

  • ✍️ Signature


Checkboxes

Here are the options to customize the display of checkboxes:

Tags

Output in the export

##status##

##status$detail##

✅ by Alex Bld on 22/05/2023 - 17:29

##status$updatedAt##

22/05/2023 - 17:29

##status$updatedBy##

Alex Bld

📍 Location

You can also retrieve the geolocation of a location field in different formats 🗺️

Rendered output according to precision tags:

##site-location##

##site-location$map##

##site-location$map$large##

📸 Photos

For photos? 📷 You have several display options with or without details, depending on what you want to see in your report!

Rendered output according to precision tags:

##pictures##

##pictures$large##

##pictures$large$no_details##

##pictures$large$gps##

[22/05/2023 - 17:53] par Axel Bld

48.8753, 2.3555

✍️ Signatures

For signatures, you can see the big picture with the large option 📜

Tags

Output in the export

##sign_here##

##sign_here$large##

3️⃣ Conditional Field Tags

Conditional tags are the cherry on top! 🎂 They allow you to choose which fields to display based on the data entered in your report. This means you can ensure that certain information only appears if a specific criteria is met ✅

➡️ Ready to move on to the next level? It’s right here: Conditional Tags


🔍 Want to go further?

If you want to further customize your Kraaft reports, here are some articles that might interest you:

If you have any questions or need help, contact us:

📞 +33 1 84 60 64 68
📧 [email protected]

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