This documentation will guide you through the process of creating custom certificates and labels using Microsoft Report Builder in the Qualer platform. We will cover how to access the report definitions, configure templates, set up variables, print settings, and automate the document generation process.
Commonly Asked Questions
What kinds of certificates can I generate in Qualer?
You can generate a variety of certificates depending on your specific needs and requirements. These certificates can be generated as .pdf, .label, and .xlsx file types. Some common types of certificates include:
- Invoices: Order Summary - Provides financial information for an order, including a list of billable items, costs, and taxes.
- Estimates: Order Summary - Offers a projected cost of the services or products within an order, including a list of estimated items and costs.
- Order Certificate: Order Detail - Contains information about the assets in an order but lacks service information or measurement data.
- Calibration Certificate: Asset Detail - Details the calibration process, including As Found and As Left measurements, calibration date, technician information, and deviations from the standard.
- Certificate of Compliance: Asset Detail - Confirms that an asset, product, or system meets specific regulatory, industry, or customer requirements.
- Test Report: Asset Detail - Summarizes testing procedures, methodologies, and results to verify that an asset meets its specifications or performance requirements.
- Inspection Report: Asset Detail - Documents the results of an inspection, including the asset's condition, defects or discrepancies, and recommendations for further action.
- Maintenance Report: Asset Detail - Details the service history of an asset, including any repairs, adjustments, or parts replacements that were performed.
- Quality Certificate: Asset Detail - Provides evidence that an asset or product meets established quality standards or requirements, such as ISO or other industry-specific certifications.
- Label Sticker: Asset Summary or Asset Label - Contains essential information about an asset, such as its identification number, calibration due date, or other relevant data in a concise format, suitable for attaching to the asset.
What is the difference between Order Reports and Asset Reports in Qualer?
Order Reports provide information related to the overall order and are generated at the order level. They typically include information on invoices, estimates, and order certificates. Asset Reports focus on the details of individual assets within an order and are generated at the order item (asset) level. They include asset certificates (such as calibration certificates) and asset labels.
What are the different report types available in Qualer and their intended use cases?
There are four main report types in Qualer:
- Order Summary: Provides an overview of the entire order, including financial information such as invoices and estimates.
- Order Detail: Offers more detailed information about an order, including information about assets in the order, but lacks service information or measurement data.
- Asset Detail: Contains detailed information about individual assets within an order, including calibration data, service records, and measurement points.
- Asset Summary: Provides a more concise overview of individual assets, typically containing less data than Asset Detail reports but still providing relevant information about the asset's service record.
How can I automate the generation of certificates and labels in Qualer?
In the Automation section of the Report Definition settings, you can create rules to control when the document should be generated based on the status of the order. This allows you to automatically generate certificates and labels when certain conditions are met, such as generating an invoice when the order is accepted or generating a calibration certificate when the technician fulfills the order and moves it to quality control.
Accessing Report Definitions
- Navigate to Administration in the main menu.
- Select Service Capabilities.
- Choose the desired capability by clicking on it.
- Locate the Report Definitions section.
Creating a New Report Definition
The main difference between Order Reports and Asset Reports lies in the level at which the report is generated and the associated datasets.
Order Reports are generated at the order level and focus on summarizing and providing details for an entire order. These reports typically include information on invoices, estimates, and order certificates. Order Reports are useful for getting an overview of an order's progress, status, and financial aspects.
Asset Reports are generated at the order item (asset) level, providing detailed information about individual assets within an order. These reports include asset certificates (such as calibration certificates) and asset labels. Asset Reports are more focused on the specific details, service records, and calibration data for each individual asset.
To summarize, Order Reports provide information related to the overall order, while Asset Reports focus on the details of individual assets within an order.
- Choose the report type based on your needs (Order Reports or Asset Reports).
- Click on the New Report Definition button to create a new report definition.
- Fill out the following information:
Template
- Report Name: Enter a descriptive name for your report.
- Description: (Optional) Add a brief description of the report.
- Export Format: Choose the desired export format (.pdf, .xlsx, or .label).
- Report Visibility: Set the report's visibility:
- Public – Generated by you, visible to your customers.
- Private – Generated by you, visible only to you (Great for testing).
- Client public – Generated by customer, visible to you.
- Client private – Generated by customer, visible only to customer.
- File: Upload the RDL file for the report.
Variables
- Fill out Name & Value to create a new custom variable.
- Add a field with the same name to the datasets within the RDL file to use this field in the certificate.
Print Setup
Configure the print setup settings based on the desired dimensions. All dimensions are stored in twips (1/72 of an inch):
- Page Size: Set the width and height
- Label Settings: Configure the report width, report height, vertical count, horizontal count, vertical spacing, and horizontal spacing.
- Print Margins: Set the top, left, right, and bottom margins.
Automation
- Disable manual generation if desired.
- Choose when the document should be automatically generated based on a specific status or multiple statuses.
Saving the Report Definition
- Click the Update button to save the new report definition.
- Verify that the report definition appears in the Report Definitions section of the selected capability.
Generating Reports
Now that you have created your custom certificates and labels, you can generate reports at the order level or the order item (asset) level, depending on the chosen report type. The automation rules you set up will control when the document generates based on the status of the order.
You can now create custom certificates and labels tailored to your needs in the Qualer platform using Microsoft Report Builder.
Datasets based on Report Type
Each report definition type contains its own list of datasets as outlined below. To understand which fields are available you are welcome to try generating our template files which contain every field and dataset available. Please be patient when generating these large files.
Order Summary
QualerAssetAttribute
QualerCompanyCertification
QualerDocument
QualerServiceOrder
QualerServiceOrderAssignee
QualerServiceOrderCharge
QualerServiceOrderItem
QualerServiceOrderItemField
QualerServiceOrderItemTask
QualerServiceOrderTask
Order Detail
QualerAssetAttribute
QualerCompanyCertification
QualerDocument
QualerMeasurementField
QualerReferenceStandard
QualerResultAll
QualerServiceOrder
QualerServiceOrderAssignee
QualerServiceOrderCharge
QualerServiceOrderItem
QualerServiceOrderItemDocument
QualerServiceOrderNotes
QualerServiceOrderTask
QualerToolAttribute
Asset Detail
QualerAssetAttribute
QualerCompanyCertification
QualerDocument
QualerMeasurementChart
QualerMeasurementField
QualerReferenceStandard
QualerResultAll
QualerResultAsFound
QualerResultAsLeft
QualerServiceOrder
QualerServiceOrderAssignee
QualerServiceOrderCharge
QualerServiceOrderItem
QualerServiceOrderItemDocument
QualerServiceOrderItemField
QualerServiceOrderItemStatusHistory
QualerServiceOrderItemTask
QualerServiceOrderNotes
QualerServiceOrderTask
QualerToolAttribute
Asset Summary
QualerAssetAttribute
QualerAssetServiceRecord
Need some help?
If you have any questions regarding certificates, labels, or reports, don't hesitate to get in touch with Customer Support.