Creating a Visit Report Template

A visit report is based on a template. The template is composed of the layout of the visit report and placeholders where data from the actual visit is placed. The final report is displayed after the actual visit data is populated in the template.

Mobile Service on Windows uses rich text document (rtf) templates and Mobile Service on Android/iOS uses html templates. On all platforms, the final visit report that is uploaded to LN has a pdf format.

This chapter explains how to create a visit report template. There are differences between html templates and rtf templates. This chapter gives general information which applies to both templates. A more detailed instruction is given for creating the html template and the rtf template specifically.

Note: 

Rtf Visit Report Templates for Windows are supported in LN 10.4, 10.5, 10.6 and later versions, including LN Cloud Edition.

Html Visit Report Templates for Android/iOS are supported in LN 10.5, 10.6, and later versions, including LN Cloud Edition.