Creating/Modifying the Report Template

Some examples of custom report templates include activity logs, incident reports, and time-off request forms. You can find a list of pre-defined report templates here.

Creating/Modifying the Report Template

1. Select the Settings tile from the main TrackTik menu on the left of the main application window.
2. From the Settings menu, select the Report Templates option.
3. Under Custom Report Forms, select "New Custom Report."
   
   

4. This will load the New Custom Report Form window.
   
   

5. Add information for the report and create rules for where and when the report form will be accessible. 

Note: You can review this information and edit forms at any time by selecting the Edit button next to the report's name in the main Patrol Settings window.

6. Once the fields have been completed, click "Save" to save the report form.

Patrol Report parameters to be completed:

Options

Available to all Regions

• Available only to Multi-regional portals from Head Quarters (HQ) or view all regions level. 
• This option helps Administrators standardize report templates across multiple regions. Administrators are the template owners, so an admin can only edit it with access to HQ.

Regions to exclude: Make the report template available to select regions in your multi-regional portal.

Name

• Give the report form a name. 
• This name appears in the mobile application when security guards select a report form.

Information/Instructions (Optional)

• You can add additional information or instructions about when to use the report form. 
• Officers can view this information below the report's name on the mobile device. 
• Typically, used to describe when to use the report form.

Category

• Use report categories to organize report forms. 
• Optional field that only organizes report forms in the dashboard. 
• They do not affect any functionality of the mobile application.

Status

• Archive report forms that are no longer valid or required. The active report form is available.

Assign to

• Assign the report form to a specific site, make it available to all locations, or select On Demand.

Note: "On Demand" will remove the report from the list of reports available on the mobile device. You can assign"On Demand" reports to Zones with the Zone Reporting option.

Default Language

• Select the language for the report form.

Support multiple languages

• This allows the user to translate the report template into at least one other language. This makes it easier for users that speak different languages to fill out the reports on their mobile devices. The report will open in the phone's default language. If no translation is available, it will open in the default language of the report template.

Approve Automatically

• Reports must be approved before they are available in the client portal. 
• If a report form is set to approve automatically, it is immediately available to clients. 
• This is common for maintenance reports or activity log entries.

For Admin Eyes Only

• Keeps a report visible only to users in the Admin portal. The user will still see the report template on the mobile application to create a new report. Make the report On Demand to remove the report from the list of templates available on the mobile device.

Notify Alert Queue

• Identify this report as an Important Report. 
• Important Reports automatically trigger the Alerts/Important Reports notification when submitted.

Exclude from Shift Report

• Set report forms to be excluded from the Shift Report.

• Available to all regions and excluded regions
• Category
• Assign to
• The type of report (dispatchable task, regular)
• For admin's eyes only
• Optional tag
• Required field option in "Field Setup."
• "Section" is not removed from the fields in the field setup

The original order of the fields will also remain the same.

2. Click "Copy Report."
   
   

3. Enter a name for the new report template.
   
   

4. Click "Save."
   
   

2. Click "Export Template."
   
   

3. Copy the string.
   
   

4. Click the "Import Template Package" button and paste the string. Click the Save button.