Visit Boris website Create an Excel spreadsheet of the report
Before you start
Are you collecting all the data you need in the Boris template?
  1. Do you have an existing spreadsheet that you wish to use as a starting point? If so, create a copy that can be amended for use with Boris.  If not, think about what data you wish to include
  2. Are you collecting all the data you need in the Boris template? Items not already set up in the Boris template need to be added with meaningful unique names.  It would be a good idea to use consistent naming (eg "PARTNAME", "PARTCODE" and "PARTNAME_QTY" or, if a standard list is used, use the name of each product and add "_QTY" in the format [name of part]"_QTY").  Make a note of what these names are as they will need using later.
  3. Look at the unique names of existing items to make sure they are consistent with any new ones.  Make a note of them.
Why would I use an Excel spreadsheet?
Common uses include
  1. Stock control
  2. Ordering items from a third party
  3. Timesheet or jobsheet
  4. Invoice
  5. Standardised formatting for a report
Overview of process
  1. Step 1. Create an Excel spreadsheet skeleton
  2. Step 2. Set up data collection items in the template
  3. Step 3. Enter the unique names on the spreadsheet
  4. Step 4. Attach the spreadsheet to an appropriate Template Action
Step 1. Create an Excel spreadsheet skeleton - this may be copied from an existing spreadsheet or started from scratch.
  1. If using an existing Microsoft Excel spreadsheet make a copy that can be altered here.
  2. Otherwise create an Excel spreadsheet from scratch.  This will probably have a static header for customer details and report overview followed by rows of data as collected on the device.
  3. Check (using Print Preview) that the pagination is appropriate and that borders make things easy to read.
  4. Think about how the data is going to be collected to fill in the empty cells.

    In the example shown the top area contains information supplied by the office such as job number and customer and site details followed by information from the customer about what they want the engineer to look at - this has probably been summarised by the office and/or engineer so may or may not have been entered on the device.  The engineer's report will be filled out on site using the device, as will the customer's signature at the bottom.
Step 2. Set up data collection items in the template
  1. If you are unsure about creating templates go to Template for help on setting one up.
  2. Enter meaningful unique names for your template items and make a note of them. These are usually located in the 'Advanced' tab of the edit box.  The example here uses 'JobNo', utilising capital letters to clarify the meaning as spaces are not allowed, although underscore ("_") or hyphens ("-") are.  Please also note that they are case sensitive so this example would not be recognised as "jobno".             
  3. This template structure deals only with the spreadsheet items - yours is likely to be more complicated as it will have other functions to perform. Note down the attributes and  unique names that you have used for your Template Items remembering that they are case sensitive.
Step 3. Enter the unique names on the spreadsheet
  1. Use the format '%@[unique name]%' for items with unique names and '%[ATTRIBUTE]%' for attributes, referring back to the unique names and standard attributes noted down in Step 2.
  2. Enter the unique names (ie defined by yourself) and standard attributes (ie defined by Boris) in the places you wish them to appear.
Step 4. Attach the spreadsheet to an appropriate Template Action
  1. Boris support will need to manually add your spreadsheet so send an email to Boris support with your spreadsheet template attached.
  2. When Boris confirm that your spreadsheet template has been added to the list, set up a template action called E-mail an Excel version of the report. In the "Attachments" tab select the template from the drop-down list and save.
See Also

Templates

Concepts

 

 


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Menus, prompts, fields and options are from a typical installation - some items may not appear as shown. Please contact Boris support for information on additional features.