Different automated reports

Turn every submission into a report

When a form is submitted in the App, MoreApp creates the report and sends it straight to the right people. Use the standard PDF, or design your own report in Word or Excel.
The right report for you
MoreApp's options to generate reports from a submission
How it works

From the field to the inbox

You set up the report once per form. After that, every submission creates its own report.

Fill out the form in the App

Your team adds answers, photos and signatures on site, with or without internet. The report is created when the form is submitted.

MoreApp creates the report

Every form gets a PDF report by default. Or upload your own Word or Excel template, and MoreApp places each answer in the right spot.

Send, download or save it

The report goes by email to fixed recipients, the customer or the person who filled out the form. You can also download it from the Submissions tab.
report types

Three ways to build your report

Start with the standard PDF. Switch to a Word or Excel template when you want your own layout. Select a type to see more about the output.
Set up in the Email tab

PDF report

MoreApp creates a PDF of every submission and attaches it to the email. Adjust the layout in a few clicks, or edit the HTML for full control.
Filename with placeholders
Hide fields that are not filled in
Header with your logo
Footer with page numbers
Horizontal layout for subforms
Page breaks and column widths
Photo and signature size
Your own font and header colours
Word integration

Word template

Design the report in Word and add placeholders for the answers. Receive it as a Word file or as a PDF.
Photos, drawings and signatures
Subforms as table rows or pages
Catalogue items with subtotal, VAT and total
Pin image with details per pin
Hide fields without data
Custom text for checkboxes
Page breaks
Output as Word or PDF
Excel integration

Excel template

Design an Excel file with placeholders. Every submission fills out the template and sends it as an Excel file.
Data spread over multiple tabs
Photos and signatures in cells
Subform entries as rows
Formulas and conditions
Conditional formatting for colours
Custom text for checkboxes
Hide fields without data
.xlsx and .xlsm templates
Use cases

What field teams do with reports

PDF report

The customer signs and gets the report on the spot

The technician finishes the job, the customer signs in the App, and the report with photos and signature lands in the customer's inbox.
PDF report

Your logo on every work order

Add your logo to the header and name each file after the customer and date, so every report looks the same and is easy to find.
PDF report

Reports filed in the right folder

Save each PDF to OneDrive automatically, in a folder per customer or project. The office doesn't have to sort emails.
Word

Inspection reports in your house style

Use your own fonts, cover page and layout. Each inspected room or installation starts on a new page.
Word

Quotes with materials and totals

The sales rep selects products on site. The report lists every item with quantity and price, plus subtotal, VAT and total.
Word

Damage reports with marked photos

Mark damage on a photo or floor plan with pins. The report shows the image and the details of each pin.
Word

Checklists that show pass or fail

Show Correct or Incorrect instead of TRUE or FALSE, and leave out questions that weren't answered.
Excel

Timesheets that calculate themselves

Crews log their hours in the App. Formulas in your Excel template do the sums, ready for payroll.
Excel

Material use per job in one sheet

Every material added on site becomes its own row, so purchasing sees what was used on which job.
Spotlight

Your own template, filled out by the App

Design the report in Word or Excel and add placeholders where the answers should go. Each placeholder uses the data name of a field. A subform becomes a loop, so every entry gets its own row in a table.
Read the guide →
Submission to a Word report
Compare

Which report fits your form

Feature
PDF report
Word
Excel
Created for every submission
Setup needed
None
Template
Template
Output
PDF
Word or PDF
Excel
Your own layout and fonts
With HTML
Photos and signatures
Subform entries as table rows
–
Catalogue items with totals
–
–
Hide fields without data
Formulas and calculations
–
–
Dynamic recipients
Download from the Submissions tab

The Word and Excel integrations and PDF customisation with HTML are available in all plans. Need a custom report? Get in touch with our team.

Frequently Asked Questions

Can I download a report later?

Yes. Go to the Submissions tab, click the green checkmark of a submission and click Download report. If you delete the default email, the PDF report is no longer available to download.

What if a report has many photos?

Choose the image quality: Original, High, Medium or Low. If an email is bigger than 19 MB, the report is added as a download link that stays valid for 7 days.

Who receives the report?

You choose fixed recipients, dynamic recipients from an Email field in the form, or the person who filled out the form. You can also add CC and BCC addresses.

Can I add calculations to an Excel report?

Yes. Add a separate tab, for example Raw Values, with the placeholders. Formulas on the other tabs refer to those cells, because a placeholder can't be used directly in a formula.

Can I receive the Word report as a PDF?

Yes. Choose PDF as the output format. The report then uses the default MoreApp font. If the PDF doesn't look right, create the Word template with LibreOffice.

Which placeholders do I use in a Word or Excel template?

Use the data name of each field. Most fields use {dataname}. Photo and Signature fields use {%dataname}, and in Word also File and Drawing fields. A subform opens with {#dataname} and closes with {/dataname}.

When should I use the Word integration instead of the PDF?

Use Word when the report needs your own layout, fonts or house style, or when you want a table of catalogue items with totals. If you are not familiar with HTML, Word is the easiest way to change the design.

Do I have to design a report myself?

No. MoreApp creates a PDF report for every form automatically. In the Email tab you can change the filename, hide fields that are not filled in and add a header with your logo.

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