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🎨 Field tags in reports

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

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! ⏱️

👀 New to reports on Kraaft and the world of tags? No worries, we have two articles to explain the basics before you dive in 💪


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 of geotagged photos from the report

##$map$large##

Large map of geotagged photos from the report


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 📍

Example with the $no_details## tag, applicable to photo fields: 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

What it adds

Output in the export

##status##

The checkbox state, as is

##status$detail##

The state + who checked it + when

✅ by Alex Bld on 22/05/2023 - 17:29

##status$updatedAt##

Only the date and time of the last change

22/05/2023 - 17:29

##status$updatedBy##

Only the person who changed the box

Alex Bld

##status$as(checked, unchecked)##

A custom display: the text (or emoji) shown depending on whether the box is checked or not

"Compliant ✅" if checked, "Non-compliant ❌" otherwise

📍 Location

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

Rendered output according to precision tags:

Tags

What it adds

Output in the export

##site-location##

The full address, clickable (opens Google Maps)

##site-location$coords##

The clickable GPS coordinates (instead of the address)

##site-location$map##

A small map of the location

##site-location$map$gps##

A map + the address below (coordinates if no address)

##site-location$map$coords##

A map + the GPS coordinates below (even if an address exists)

##site-location$map$large##

A large map of the location

##site-location$map$large$gps##

A large map + the address below

##site-location$map$large$coords##

A large map + the GPS coordinates below

📸 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##

The photos as thumbnails, displayed one after another

The photos in large format + the details (date, location, comment) — each photo on its own line

The large format with no details (no date, no location)

The large format + the GPS coordinates

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

48.8753, 2.3555

📹 Focus on videos

Videos added in a media field export too! The output depends on the format:

  • On Excel: the video is clickable directly in the file to play it ▶️

  • On Word: a still image (thumbnail) is shown, with a link right below to start playback 🔗

  • Videos are geolocatable and accept the same $ tags as photos ($large, $no_details, $gps…) 📍

✍️ Signatures

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

Tags

What it adds

Output in the export

##sign_here##

The signature in standard format

##sign_here$large##

The signature in large format, for a more visible result


The other types of tags

3️⃣ Conditional field tags

Conditional tags are the icing on the cake! 🎂 They let you choose to display certain fields based on the data entered in your report. This means you can make certain information appear only if a specific criterion is met ✅

➡️ Ready for the next level? It’s this way: Conditional field tags

🔢 Table field tags

Does your report contain a table field? It has its own tags to export all entries, target a specific row or choose the layout 📋

➡️ We explain everything in the dedicated article: 🏷️ Tags for table fields


🔍 Want to go further?

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


💬 Need help? Contact our support!

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