Different fields per report type

The portatour® user community really appreciates the custom fields of the reports. We have often heard the wish to show different fields per report type, e.g. other fields for a successful customer visit than for a client you missed. As of today, this is possible!

You or your administrator goes to Options > Custom fields > Reports. There you define which group of fields should be shown for which report type.

Feldgruppe-Eigenschaften-EN-neu
It is also possible to show a group of fields for multiple report types – e.g. mileage for the report for start of work and end of work. Just select multiple report types in the selection box (hold the Ctrl-key).

portatour® differentiates between the following report types:

  • Call: When clicking on “Called now” at a customer or “Took place” for a customer appointment
  • Missed: When clicking on “Missed” at a customer or customer appointment
  • Other: For appointments without location (=phone call) or without customer reference, for “My places” and when clicking on “New report” at a customer
  • Start of work: When clicking on “Clock in”
  • End of work: When clicking on “Clock out”
  • Day off: When clicking on “Report day off”

While entering the report you can determine its type by looking at the window title.

Please note:

  • The maximum number of custom fields for reports is 100 – irrespective of the subdivision into report types. The export always contains all fields. Those fields which are not shown for a report type are empty in the respective line.
  • The field names have to be unique because of the import and export – irrespective of the report types.
  • Modifications of custom fields possibly lead to changes of the import and export columns. Be aware of that when you run automated processes.