Getting Started

← Back to home

Creating your first report

1. Open FieldReportX and go to the Home tab.
2. Tap a template card to open a new report based on that template.
3. Fill in the fields — text, photos, signatures, GPS, and more, depending on the template.
4. Set a status (Draft, In Progress, Complete, etc.).
5. Tap Save to save without a PDF, or Save & Preview PDF to generate and share the report.

Editing a saved report

1. Go to the History tab.
2. Tap any report card to reopen it.
3. Make your changes and tap Save or Save & Preview PDF.
4. Tap the trash icon on a report card to delete it permanently.

Explore the demo template

The FieldReportX Demo template is pre-installed and contains one of every field type, grouped for easy browsing. Open it from the Home tab to see how each field looks and behaves before you build your own.

Your first template

If the demo template doesn’t quite fit what you need, build your own:

1. Go to Settings → Create Template.
2. Give the template a name and choose a category.
3. Add sections using the + Add Section button.
4. Add fields to each section using the field type picker.
5. Configure each field (label, required, options, etc.).
6. Tap Save Template.

See the Templates page for a full guide.

Next steps

• Build and manage templates
• Understand all field types
• Set up your business profile
• Export a report to PDF
• What permissions FieldReportX asks for, and why