Generating PDF Reports from the Field

05 June 2013 by Coleman McCormick

A couple of months back, we added a feature to the Fulcrum platform that allows you to generate reports from records captured in the field. Using your custom apps created with the Fulcrum app designer in your web account, after collecting data in the field, you can generate a PDF-based report from a record right from the mobile device. Reports can be emailed or printed right on the spot, on the go, whether they’re inspections, asset reports, or door-to-door questionnaire survey results.

Adding a signature field to your app also can give you the ability to print signatures on printable documents of your data. For applications like proofs of delivery, building inspections, or other use cases requiring signature verification, the ability to accept digital signatures right on the mobile app is a powerful way to streamline field data processes and reduce the need for paper even further.

In this video, using a custom Roof Inspection form I set up, I’ve captured a resident signature, and can generate a printable PDF report in real time.

Not only can you capture digital signatures from the mobile device, but within your app you can also include customized “disclaimer” text to display to the user; a statement which they’re agreeing to sign for. In this screenshot, a homeowner is signing off that the inspection was performed correctly on their property:

Signature Field

Report generating is available on both of the mobile apps, for iOS or Android devices.

Check back more about report generation, and how we can customize your reports to fit corporate report templates, incorporating corporate branding and custom data. And as always, get in touch with us on the support forums if you have any questions or suggestions.

About the author

Coleman is a geographer and our Executive VP, working every day with our customers to bring better data management capability to their operations.

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