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.

Visit report templates can be created in two formats: html and rtf. Html templates can be used for all platforms that LN Mobile Service can run on (Windows/Android/iOS). Rtf templates can only be used for the Windows version.

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 are supported for the Windows version of Mobile Service integrating with 10.4, 10.5, 10.6 and later versions, including Cloud Edition.
Html Visit Report Templates are supported for the Windows, Android and iOS versions of Mobile Service integrating with 10.5, 10.6 and later versions, including Cloud Edition.