Add Dynamic Attributes to Ticket Reports (Advanced)

Overview

With dynamic attributes you can include data from tickets, projects and more into advanced ticket reports.

There are different attributes available depending on whether you do this on the ticket page or custom pages when you Create Advanced Ticket Report Templates. Also see Manage Pages in Ticket Reports (Advanced).

Add an Attribute to a Page

As described in Create Advanced Ticket Report Templates in detail, when you create or edit an advanced ticket report template, you can navigate to a page (or create a new one) and add attributes to your content.

To do so:

1. Hover over Templates
2. Click Ticket Reports
   
3. Click on a advanced report template (the ones with an icon) to edit it, e.g. Custom Ticket Report (or create a new one)
   
4. Click on the page you want to edit e.g. Cover
   
5. Click Add Project Attributes
   
6. Optionally: Enter a search term to display only matching attributes.
   
7. Click the + button next to the attribute you want to add e.g. Project name.
   

   You can add multiple attributes at once.

   
8. Click the X button to close the attribute selection.
9. In the editor you see a placeholder with the attributes name e.g. Project name.
   
10. In the preview and the actual report the placeholder will be substituted to show the actual project name that is active when the report is created e.g. Office Complex 11.
    Also see Create Advanced Ticket Report Templates > Show Preview.
    
11. There is no label automatically applied, giving you the freedom to add your own labels as text content before the placeholder e.g. 'Project: '
    

This allows you to fully customise your ticket reports. Adding dynamic attributes to your advanced ticket report templates works the same for all pages.

Note that custom pages are only included once in each report, whereas the ticket page is generated for each ticket. Therefore, you will only want to include the project name (for example) on the ticket page if you plan to include multiple projects in the same report.

Attributes for Custom & Tickets Pages

The following dynamic attributes are available for both types of pages: custom pages and tickets pages.

Add Project Attributes

To add project attributes:

1. Click Add Project Attributes
   
2. Click the + button next to the attribute(s) you want to add

All default and global (i.e. defined for all projects) custom project details are available and listed alphabetically.

All project-specific (i.e. the ones you define for a specific project only) custom fields are listed below under each project.

Add Project Images

To add project images:

1. Click More Rich
2. Click Add project image
   
3. Enter the Width of the project image in pixels.
4. Click Confirm
   
   

Add User Attributes

With user attributes you can add information about users to your reports. This can be useful for printing the recipient or sender of a report. When generating such a report the user is asked to select a user from the project whose information will be printed in the report.

It is possible to add attributes for up to two users: primary and secondary. Add user attributes including all user details such as name, email address, phone number and so on, as well as your Custom User Details.

To add user attributes in custom pages:

1. Click Add user attribute
   
2. Click the + button next to the attribute(s) you want to add
   

To add user attributes in tickets pages:

1. Click More Rich
2. Click Add user attribute
   
3. Click the + button next to the attribute(s) you want to add
   

Add Generic Attributes

Generic attributes are for various kinds of data like the filter used or the date and time when the report was generated and also ticket statistics, e.g. total number of open tickets.

To add generic attributes to custom pages:

1. Click Add Generic Attributes
   
2. Click the + button next to the attribute(s) you want to add
   

To add generic attributes to tickets pages:

1. Click More Rich
2. Click Add Generic Attributes
   
3. Click the + button next to the attribute(s) you want to add
   

Attributes for Custom Pages

The following dynamic attributes are available only for custom pages.

Add List of Project Members

Add a pre-formatted list of all project members in a table with their ID, Name, Company, Position, Email and Phone details.

To do so:

1. Click Add list of project members
   

The list looks like this in the preview:

Add Charts

You can also include charts created with the Statistics tool to your ticket reports. See Statistics > Charts for details on creating charts.

To add charts:

1. Click Add charts
   
2. Click the + button next to the chart(s) you want to add
   

The chart attributes are grouped by board names. Also see Creating Boards for Statistics.

By default they will use the form and filters as defined in each chart. Also see Statistics > Charts > Ticket Form & Filters.

To use the data from the tickets in the report instead:

1. Select the Calculate chart over selected tickets checkbox.

To define custom width and height for the charts:

1. Select the Overwrite default width and height of the chart checkbox.
2. Enter Chart width and Chart height.

Add a Ticket Table

Besides defining ticket content in the ticket page you can add generated tables of tickets to custom pages. Read more in Add Ticket Tables to Ticket Reports (Advanced).

Attributes for Tickets Pages

The following dynamic attributes are available only for tickets pages.

Add Ticket Attributes

To add ticket attributes:

1. Click Add Ticket Attributes
   
   
2. Click the + button next to the attributes(s) you want to add
   

Ticket attributes include all the predefined ticket form fields:

• Title
• Assignee
• Receiver
• Due date
• Extension
• Status
• Priority
• Progress
• Parent Ticket

Also see Field Types > Predefined Fields.

The following additional attributes are also available in the first section, all in alphabetical order:

• Colored Priority
• Colored Status
• Created by
• Created on
• Form
• GPS Coordinates (Lat, Lon)
• ID
• Layer
• Layer Hierarchy
• Number of extensions
• Repeat: Last run date
• Repeat: Next run date
• Updated
• Updated by

All your custom ticket form fields are listed below, grouped by form.

Also see Field Types > Custom Fields.

Example of a table with all the standard ticket attributes in the editor:

Example of this table with ticket data in the preview:

Add Ticket Photos

To add all photos that are attached to tickets:

1. Click Add Tickets Photos
   
2. Optional: Keep the default layout with two photos per row or select a different layout, resulting in bigger or smaller images.
3. Optional: Select/clear the Use square grid layout to align/scale photos checkbox.
   Activate to optimise for a mix of landscape and portrait photos.
   Deactivate to optimise for only (mostly) portrait photos.
4. Optional: Keep the default centered Horizontal image alignment or select left or right aligned.
5. Optional: Select one or more Caption checkboxes to show the respective metadata under each photo including ID, title, GPS location, date and time.
6. Optional: Keep the default to Sort by the photo's creation date or sort by running number or caption.
7. Optional: Keep the default Ascending sorting order or select Descending.
8. Click Confirm
   

Example of layout with two photos per row with ID and title as captions. Horizontal alignment refers to the placement of the photo and caption within the orange areas:

Add Journal

You can add the journal with the comments and/or activity log of each ticket. Read more in Track Activity on a Ticket in the Journal.

To add the journal of each ticket:

1. Click Add journal
   
2. Select the Comments checkbox
3. AND/OR select the Activity log checkbox to include one or both journal entry types.
4. Click Confirm
   

Example of activity log journal entries in the report:

Add Plan View

Add plan views to show the ticket's plan positions. There will be a separate plan for each ticket in the report.

The overview shows the area of the ticket highlighted with a red frame.
The detailed view shows the ticket pin and it's exact location on a zoomed-in area of the plan.

To add a plan view:

1. Click Add Plan View
   
   
2. Select Overview in the Plan Type drop-down.
3. OR select Detailed View in the Plan Type drop-down.
   Selecting Detailed View will automatically change the Zoom level to 8.
   
4. Optionally: Change the Plan width and/or Plan height.
5. Optionally: Change the Zoom level between 1-8 according to the size of your plan and the level of detail.
6. Optionally: Select/clear the Display a note if there is no plan position checkbox. If checked and a ticket has no plan position, a text is shown that there is no plan position.
7. Click Confirm
   

If you want to include a plan overview and a detailed view, repeat these steps.

Example of a plan overview with zoom level 1 and a detailed view with zoom level 8 in the report:

Add Document Links

If you add documents to your report, there will be a list with all the document titles with links to download them in PlanRadar. You must be logged in and have access to those documents to be able to download them with this link.

To add documents:

1. Click More Rich
2. Click Add Documents
   
   

Example of a list of documents in the report:

Edit Attributes

To edit attributes that you have added to your report as described above:

1. Click on the placeholder
   
2. The same options are displayed as for adding attributes.
3. Make your changes and click Confirm.

Format the Text of Attributes

You can format the text of attributes using all the options as described in Formatting Text in Ticket Reports (Advanced).

The format applied to attribute placeholders is not displayed in the template builder. You will only see it in the report and preview. Also see Create Advanced Ticket Report Templates > Show Preview.

Before you can apply a format you need to select the attribute placeholder like this:

1. Click next to the attribute placeholder to place your cursor there.
2. Click there and hold your mouse button.
3. Move to the end of the placeholder and release the mouse button.
4. See the blue selection on the placeholder:
   
5. Apply format e.g. bold

Delete Attributes

To delete attributes that you have add to your report as described above:

1. Click next to the attribute placeholder to place your cursor there.
   
2. Press Backspace or Delete on your keyboard as if you were editing text.