Once your reports are built in Trade Trak, they’re there to stay. Save time and hassle by having your workers sign off on their reports within seconds.
1. Accessing the Report Builder
You can access the Report Builder tool from any page on Trade Trak. First, click on your name or icon in the top right corner or your toolbar. A drop-down menu will appear. From here, select ‘Report Builder’.
2. Report Builder Tool
As each business operates differently, Trade Trak does not provide ready-made templates for reports (although you can view examples in the Demo Job accessible on the home screen). However, some common uses are for:
- Job Completion Reports
- White Card Reports
- Quality Reports
Once you have created report templates, they will appear on this page. You can also narrow down the reports shown by searching for keywords or filtering by job type or date created.
3) Create a Report
To build a new report, click ‘Create’.
For your report, there are three mandatory fields that need to be filled out before creation.
- Report name
- Jop type (selected from a drop-down menu)
- Reports available to (selected from a drop-down menu)
Once these details have been entered, there are many elements that can be added to your report template.
When creating the report, you will have the option to make each element mandatory for users when it is being completed.
The text function allows you to enter any free text you would like, including headings or blurbs. Your text can be made bold or italic, you can adjust sizes and positions, and even add dividers from this function.
Yes / No
You can add custom questions to your report that require only a yes or no response.
Tick / Cross
Similar to Yes/No, you can add questions to your report which require ticks or crosses.
Short Text Answer
For questions only requiring a short answer, you can provide users with a text box to respond in on the report. You can also apply character limits up to 250 (or leave it as 0 for no maximum length).
Long Text Answer
For more complex questions, you can provide users with a long text answer box. There is no character limit for this section.
Multiple Choice works in a similar fashion to Tick/Cross, except you can add custom variants. You can add or remove as many variants as needed for each question. The user is free to select as many items as they wish.
Multiple Choice - Single Answer
Multiple Choice - Single Answer allows the creator to add as many variants as they wish, but when completing the report, the user only has the option to select one answer.
With this you can create any question and have users select their answer from a drop-down menu. You can add as many variants as needed.
Allow users to add any files that may be needed to support the report.
Add this feature if users may need to upload images to support the report (e.g. pictures of the completed job)
Signatures can help to provide legal protection for the company, the client and the employees. Users can record signatures digitally on the report in Trade Trak.
This function has a couple of different options.
Firstly, you can select which users you would like to sign off on the report.
- Current User
Your second option is whether or not you would like to allow multiple users to sign.
If you would like to have more than just one user group signing off on the report, add multiple signature sections. You can also make one section mandatory and another option (e.g. supervisors must sign off, clients have the option to).
If you would like the report to include a date, you can add this function. You can also choose whether you would like the date to default to the date the report is being completed, or allow the user to choose a date from a calendar view.
The time function is similar to Date. If you wish to add a time to your report for whatever reason, you can do so. If you want to show what time the report was completed you may wish to set it to the default or allow the user to select a time to show (for example) what time the job was completed.
Once you have added all of the necessary elements to your report and are satisfied, click ‘Create’. Your report template will now be shown in the Report Builder section, where you can duplicate, edit, or delete, and it will also be available for completion on any job.