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Customized PDF Report Templates

June 26, 2013

Digital PDF templates

A couple of weeks ago, we showcased Fulcrum’s report-generation capability, enabling users to generate printable, shareable PDF reports either from their desk or from mobile devices in the field. All of the advantages of digital field data collection can be maintained, while still affording organizations the ability to do things like print waybills for proof-of-delivery, leave printed documents with a landlord after a building inspection, or share a PDF copy of a disaster shelter assessment report with a team of decision makers.

Custom report example

In addition to this capability available to all users to generate reports based on our standard PDF template, the Fulcrum team can develop customized templates for your existing forms, maintaining the look and feel of your reports, and including standard headers and footers, corporate logos, and the like. The screenshot above shows a customized version of a building inspection report. Using this template, an inspector could fill out all of the required information within the form they designed—including signature—generate a PDF and email to the landlord or property manager, all with a custom look.

A custom-designed PDF report template allows your organization to get the most out of Fulcrum for digital field data collection, without having to dramatically shift your corporate processes completely away from paper reports as a sharing or reporting mechanism. In fact, with an AirPrint-capable printer, an iPad or iPhone, and a custom report, your field staff could have a fast, reliable, in the field solution to printing leave-behinds and receipts, without modifying data sharing processes.

If you’d like to discuss with our team the potential of converting your organization’s field survey reports into digital PDF templates, get in touch with us for an affordable quote. Companies are already using Fulcrum to generate documents from their data on their own letterhead, right from the field. As always, you can also hit the Help site or find us on Twitter to ask questions and find out more about custom reports.