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Reporting - Fields

Within report templates, information is populated from the Reportance file by using special fields. These fields let you build a generic report that you can use for all entities. They can be used to perform simple tasks, such as returning a report title or entity name. 


Fields can be used anywhere in Reportance that you can create or edit content (see the knowledge article: Report Content Editor). They can also be used in Titles and Footers. Below is an example of how fields have been used in a 'Paragraph' in the Compilation Report Template to return names and dates:



Note: Each field must be wrapped within two sets of curly braces as shown by: {{text}}


Note: To return subsets of properties, use the '.' syntax between each property. For example to return which state an office is in you would use: {{Office.Address.State}}


Note: All fields are case sensitive.



Reporting Fields


Below is a complete list of fields which can be used within a report to populate information:


FieldField
Return
Report Title{{Title}}String
DateTime*{{DateTime d MMMM yyyy}}String - Example Format of Date:
1 January 2020 (see below)
Office Id{{Office.Id}}GUID - Unique Office identifier
Office Name{{Office.Name}}String
Office Trading Name{{Office.TradingName}}String
Office ABN{{Office.ABN}}String
Office Address Line 1{{Office.Address.AddressLine1}}
String
Office Address Line 2
{{Office.Address.AddressLine2}}
String
Office Address Line 3
{{Office.Address.AddressLine3}}
String
Office Address Line State
{{Office.Address.State}}
String
Office Address Line Suburb
{{Office.Address.Suburb}}
String
Office Address Line PostCode
{{Office.Address.PostCode}}
String
Entity Name
{{Entity.Name}}
String
Entity Trading Name{{Entity.TradingName}}String
Entity ABN{{Entity.ABN}}
String
Entity Type{{Entity.EntityType}}
String
Entity Responsible{{Entity.Responsible}}
String
Entity Extended Responsible{{Entity.ExtendedResponsible}}
String
Entity Responsible Plural{{Entity.ResponsiblePlural}}
True/False - Boolean
Entity Owner{{Entity.Owner}}
String
Start Date*{{StartDate:d MMMM yyyy}}String - Example Format of Date:
1 January 2020 (see below)

End Date*{{EndDate:d MMMM yyyy}}String - Example Format of Date:
1 January 2020 (see below)
Partner Id{{Partner.Id}}GUID - Unique User Identifier
Partner Email{{Partner.Email}}String
Partner First Name{{Partner.FirstName}}
String
Partner Last Name{{Partner.LastName}}
String
Partner Display Name{{Partner.DisplayName}}
String => First Name & Last Name
Page Title{{Page.Title}}String
User Id{{User.Id}}
GUID - Unique User Identifier
User Email{{User.Email}}String
User First Name{{User.FirstName}}String
User Last Name{{User.LastName}}String

*The following shows how date patterns can be used in the above fields to display in the format you require:


PatternResult String
dd/MM/yy
30/06/2020
yyyy-MM-dd
2020-06-30
dd MMMM yyyy30 June 2020
dddd, dd MMMM yyyyTuesday, 30 June 2020
MMMM ddJune 30



Reporting If Statements


Within a report an If Statement can be used to return different text. 


The following example takes a True/False variable and returns the text "Are" if True and "Is" if False: 


{{#if Entity.ResponsiblePlural}}are{{#else}}is{{/if}} 


The following example checks to see if a property exists and returns an ABN {{Entity.ABN}} if it does exist and blank if it does not exist: 

{{#if Entity.ABN}}ABN {{Entity.ABN}}{{/if}}




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