Report Fields

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Form field overview for displaying permit information and report customization options.

  • Fields to Be Displayed

    • Add Report Display Field: Select to add additional fields to the report

    • Display Fields: Select fields from the drop-down menu to include in the report. The list will automatically show the available fields based on the module you selected

      Note:

      Display the field in the order that you want the columns of data to appear in the report output. The first field selected will be the first field displayed in the left column of data.

    • Summarize By: When you check this box, the system will sort the report by that field. For example, you might choose location as one of the fields. If you check the box to summarize by location, the report will sort by the physical address of each property. It will list all records that match your search. It will also show how many records were found for each location

    • Total this Field: When checked, it will require the specific field type to be totaled

    • Custom Label: If needed, add a custom label for the field to display on the report

    • Check this box to display only totals and not individual records: Use this when you want to see the total, the number of records, or other summary details. It does not show the full list of records.

  • Create Matrix For: This field is available for the permitting & projects modules only. Select a matrix field for the report

  • Report Name: Add a new name for the report