Customised HTML Reports

Learn how standard and custom HTML reports can be generated.

Creating a Customised Report

The following section explains how you can take the standard PDF report that is generated from a session when you export a report, and customise the report so that it is styled the way you want it to look.

By default when you export a session to PDF it will look similar to the report below. Mysurvey standard report pdf

This standard report exports all of the session values in a very simple and standard tabular format.

In order to customise the report you can create a HTML template which will be used to take the data from the session and create a custom report.

Below is an example of a customised report in PDF Format. Mysurvey custom report pdf

To get started with the base HTML template, you can export the session to HTML, which will give you an idea of what the standard report template looks like in HTML. It will look like the example HTML below. Mysurvey standard report html

You can download an example from here

Once you have the standard template you can start to customise the report to your liking.

Whenever Mobile Data Anywhere detects a tag of the form <% NameOfPoint %>, it will replace the entire tag with the value of the named point (which in this case point ID Name was NameOfPoint), taken from the data of the session being processed. To show and print an image the 'img src' HTML should be used, for example img src="<%DeliverySignature%>".

Using HTML templates, fully formatted reports for printing can be generated automatically by Mobile Data Anywhere using a custom template designed for the project.

Once customised the HTML will look like the example below. Mysurvey custom report html

You can download an example from here

Once you have created the custom HTML template you will need to upload the template to the HTML section of the Options for the Project.

Go into the Project list, view the Project and press on the Options tab. Once in the Options Tab expand the HTML options section.

Tick the Format with a template checkbox, upload the template file and press the Save Options button at the bottom of the page. Mysurvey html report custom options

You can also customise the filename of the report that is generated from the Project options tab.

In the File Name section you can specify what the filename will be set to for each session being exported. It is useful therefore to include variable 'placeholders' in the filename that will evaluate to a unique name for each data set. The available variables are:
%pointIDname% - data from the session, associated with a point
%.guid% - a globally unique identifier used for tracking purposes.
%.time% - the time (HH-MM) the data was saved. - the date (YYYY-MM-DD) the data was saved.
%.unitID% - the Unit ID of the origin mobile device.

While to some extent these are advanced features, they can be very useful for everyday use for naming systems for files associated with a session. For example: Filename: %NameDriver% %Road% delivers - Jim Hall Coast Hwy 2015-09-22.html