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📝 Create a form

Ghady Ghanem avatar
Written by Ghady Ghanem
Updated this week

It’s finally here, the big day: you’re going to set up your first Kraaft report! đŸ„ł

No more flying forms: the field team will now easily fill out the report you’ve customized in advance, directly from their phones.

Don’t worry: it’s easy! đŸ’Ș

💡 Need some inspiration? You can browse through Kraaft's report library, available to you! You can use them as is, or take the general structure and modify it to fit your needs. We recommend checking out our quick tutorial to learn how to make those changes ;)

đŸȘ¶ Got a clear idea or just want to test things out? We’ve prepared a short video that covers the key principles of creating a custom report template. With this, you’ll be up and running in no time. A written version is also available right below the video âŹ‡ïž

⚙ Step-by-step guide:

  • In the “Report” tab of your menu, click “Create a new report”:

  • âžĄïž Once you’ve chosen a name for your report, here’s the page that appears:

  1. On the left, the fields: these will create your custom template! Grab them and drag them to...

  2. 
the frame in the middle! You can add them one by one! You’ll also find an article explaining in depth the different available fields. But our advice is to have fun testing things out: there’s no better way to become a report pro ;)

  3. The real-time preview, on the right side of the screen: this lets you visualize and see if the report template you’re building suits you and will work for the field team.

đŸ€© Now, just test it out!

Here are some tips that will likely come in handy đŸ’Ș

  • The section field:
    Use the “section” field to create categories within your report! You’ll be able to better separate different parts: administrative vs. material, field vs. office
 or simply the different themes of your report.

    Just drag the fields into your section ;)`

  • Display conditions:
    By clicking on the three dots, you’ll find the options for the selected field, and you can make it appear in the report only under certain conditions.

  • Customizing your export:
    Don’t like the design of Kraaft’s default export template? You can absolutely integrate all the answers from the report into a template that suits your style! Check out our article to learn all about customizing export templates 👀

🔍 Want to go further?

If you want to take your report customization even further, here are some articles that might interest you:

There you go, you now have all the keys to create amazing Kraaft reports! 🎉

If you have any questions or need assistance, don’t hesitate to contact us:
📞 +331 84 60 64 68
📧 [email protected]

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