Update your Field Inspection custom report

To improve performance we've made changes to the structure of the Field Inspections subject area in custom reports.

We've moved some columns from Field Inspections subject area into a new Field Inspection Items supporting subject area.

If you've previously created a Field Inspection custom report, you'll need to update it to use the columns from the new Field Inspection Items supporting subject area.

What's changing?

The Field Inspections subject area has been split into two:

  • Field Inspections (as the main subject area)
  • Field Inspection Items (as the supporting subject area)

The below columns have moved from Field Inspections into the new Field Inspection Items supporting subject area. If you've used these columns in your report you'll need to update it.

  • Dates
    • Date Item Responded
  • General
    • Has Photo
    • Issue Number
    • Issue Status
    • Item Comment
    • Item Description
    • Item Number
    • Item Responded By
    • Item Response

Note: For now these columns will appear in both the Field Inspections and Field Inspection Items subject areas to allow your report to continue to work. However, the columns will be removed from Field Inspections soon, so you must update your reports to use the new supporting subject area. 

How do I update my report?

Follow these steps to update both the data model and the layout to use the columns in the new supporting subject area.

  1. From the main navigation menu, click Insights and select Reports.
  2. Click the Custom tab.
  3. Find the report you need to update. Click the three dots menu and select Edit Data Model.

Tip!

If you don't see this option, you'll need to ask the creator of the report to follow these steps. You can check the Modified By column to see who has access.

  1. From the Field Inspections subject area, click Add Columns.
  1. Uncheck the below columns where you've used them. Make sure you look in both the Dates, and General lists.
  • Dates
    • Date Item Responded
  • General
    • Has Photo
    • Issue Number
    • Issue Status
    • Item Comment
    • Item Description
    • Item Number
    • Item Responded By
    • Item Response
  1. Click OK.
  2. Now add Field Inspection Items as a supporting subject area. 
  1. Click Add Columns and re-add the columns that you removed from the previous subject area.

    As mentioned above, the available columns are: 
  • Dates
    • Date Item Responded
  • General
    • Has Photo
    • Issue Number
    • Issue Status
    • Item Comment
    • Item Description
    • Item Number
    • Item Responded By
    • Item Response
  1. Click Save and close the data model editor.
  2. Now select Add/Edit Layout from the three dots menu.
  1. You'll be prompted to update the columns.
  2. Select the columns from the Field Inspection Items subject area.
  1. Save the layout and run the report.

Note: If the report output is empty it means you've accidently selected some item related columns from both the Field Inspections subject area and the Field Inspection Items supporting subject area. You'll need to repeat the above steps and ensure you have selected item related columns from the Field Inspection Items supporting subject area only.