Add a Report

Add reports for work orders, inspections, service requests, and MQA survey templates in Trimble Unity Maintain. If ActiveReports are added here, they can be accessed from the Report Designer in Respond. For a list of already configured reports you can download, see Sample ActiveReports on The Network for more information.

PREREQUISITES:

  • To access the page, users must be assigned to the Report Manager (Admin module and table) permission in Employee Relates. See Employee Relates for more information.
  1. From the home page, click Configure and click Report Manager.
  1. On the Report Manager panel, click Add record.

  1. In the New Data section, select the Activity Type.
  2. Enter the Description. This is only viewable in Admin. The file name is what appears on the report file in the Report Designer in Respond if it's an ActiveReport.
  3. In the Report File field, upload the desired .rldx file.

  1. Click Save.

The new report is listed on the Report Manager panel and is available for use. It is automatically added as a print template in Preferences for the work activity selected in the Activity Type field. It can be removed if it's not wanted to be listed as a print template. See Add Print Templates for an Inspection,Add Print Templates for a Service Request, and Add Print Templates for a Work Order for more information.

  1. On the Report Manager panel, click Add record.

  1. In the New Data section, select the Activity Type.
  2. Enter the Description. This is only viewable in Admin. The file name is what appears on the report file in the Report Designer in Respond if it's an ActiveReport.
  3. In the Report File field, upload the desired .docx file.

  1. Click Save.

The new report is listed on the Report Manager panel and is available for use. It is automatically added as a print template in Preferences for the work activity selected in the Activity Type field. It can be removed if it's not wanted to be listed as a print template. See Add Print Templates for an Inspection,Add Print Templates for a Service Request, and Add Print Templates for a Work Order for more information.

You can upload a report file to the database without creating a database entry. Files added in this way are visible from the File tab of the Report Designer page in Respond. This option should be used when uploading an existing report to maintain the links to the report from any templates that use it.

  1. On the Report Designer panel, click Attach File.

  1. In the Report File field, upload the desired .rldx or .docx file.

  1. Click Save.

If you are uploading an existing file, it replaces the file and maintains the links to the report.