Overview

Report Templates in Mobaro allow you to customize the reports generated from completed Checklists. By default, everything shown in the mobile app is included in the report. However, Report Templates provide settings to hide irrelevant content, making reports more concise and focused.

Users must be Super Users or have the following Role to create Report Templates:

Report Templates: Create

Customizing the Results of Your Completed Checklist

Report Templates let you tailor the information included in your reports. Follow these steps to set up a Report Template:

Setting Up a Report Template

To create a new Report Template, follow these steps:

Navigate to Report Templates
Click Create
Select which elements to hide for the template
Click Save

Tip: Once you save, you may need to hard refresh your browser to see the new Report Template as an option in the Results page.

Windows: Ctrl + F5
Mac: ⌘ Cmd + ⇧ Shift + R

Report Template Configuration

A Report Template consists of a name and a description. You can customize the report by including or excluding specific content using the following settings:

Assignments

Setting	Description
Hide created assignments	Hide details for assignments triggered while performing the Checklist.
Hide assignment resolutions	Exclude solutions for resolved assignments triggered in the Checklist.
Hide assignment history	Exclude the history of assignments.

Score

Setting	Description	Exceptions
Hide scoring questions where maximum score is achieved	Hide questions with 100% score.	- Unless a comment has been added - Unless one or more images have been attached - Unless one or more assignments were created
Hide non-scoring questions	Hide questions that do not yield a score (e.g., image questions).	- Unless a comment has been added - Unless one or more images have been attached - Unless one or more assignments were created - Unless question type cannot give points
Hide questions where the score is below maximum	Hide questions with less than 100% score.	- Unless a comment has been added - Unless one or more images have been attached - Unless one or more assignments were created

Images

Setting	Description
Hide image elements	Hide static image elements (excluding reference images, attached images, and image questions).
Hide attached images	Hide images attached to the Checklist.
Hide reference images	Hide reference images in the report.
Hide image questions	Hide any Image Questions

Other

Setting	Description
Hide Action Points (along with Information)	Hide action points from the front page of the report.
Hide points on pages and questions	Hide the point indicators on pages and questions.
Hide text elements	Hide additional text elements in the report.
Hide comments	Hide comments entered by the Performing User.
Hide unanswered answer options	Hide answer options that were not selected.
Hide explanatory texts	Hide explanatory text included in the report.
Hide frontpage	Hide the front page of the report.
Hide frontpage score	Hide the overall score on the front page.
Hide email addresses	Hide email addresses from the report.
Hide ‘Answered by’ per question	Hide the information about who answered each question.
Hide ‘Answered at’ per question	Hide the timestamps for when each question was answered.
Hide manuals and videos per question	Hide any manuals and videos associated with each question.
Hide orphaned assignments	Hide assignments that are not linked to any Checklist results.
Hide compliance page	Hide the compliance page from the report.

Applying Exceptions

For certain questions, exceptions can be applied when "hide" is selected:

Unless a Comment has been Added: The question will show if a comment is attached.
Unless One or More Images have been Attached: The question will show if an image is attached.
Unless One or More Assignments were Created: The question will show if it triggered an assignment.
Unless Question Type Cannot Give Points: The question will show if it cannot yield points.

Note: When setting exceptions, the Question will still be shown if the User has attached a comment, image, or if it triggered an assignment.

Using a Report Template

Once created, Report Templates can be utilized both via the backend and mobile app as well as for when exporting PDF versions of results.

Using Report Templates on the backend

To view a Result in a different Report Template, follow these steps:

Navigate to Results
Select a Result
Click View
Click the dropdown on the top right that says Detailed Report
Select a Report Template

Exporting using Report Templates

To export a Result using a Report Template, follow these steps:

Navigate to Results
Select a Result
Click Export
Select the appropriate Export [Report Template] as PDF

Using Report Templates in a Result Report

Along with viewing and exporting Results via the backend using Report Templates, you can also automatically send Result Report notifications using specific Report Templates. To do this, follow these steps:

Navigate to Notification Rules
Click Create
Select Result Report
Create the rule to your specifications
1. Read more about creating Result Reports here
Next to Attach report, select the appropriate Report Template
Click Save

Using Report Templates via the mobile app

When viewing reports on the mobile app, Users have the ability to select between different Report Templates. To do this, follow these steps:

On the mobile app, navigate to Reports
Select a Result
Select a Report Template from Report Type

Viewing Checklist Results

Modify Checklist Results

Exporting Results

How to deactivate a User

Creating an Asset