Add TechPortal Signature to Order Report

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Create a report that shows signature collected in TechPortal

If you want to print or email a service order report that shows the signature captured in TechPortal, you can follow these instructions to create the report:

ServiceOrderWithSign.jpg

  1. Go to Reports module > Customize Reports.
  2. Click Search > Search Standard Reports.
  3. Search for Standard Order TicketOrder Items and select.
  4. Click Duplicate Report.
  5. Enter a new name in the Short Name and Title fields.
  6. Click Report Designer.
  7. Click Files > Save As.
  8. In the Save As window, enter a new file name in the File name field. At the end of the name, type .rtm.

RenameFileName.jpg


9. Click Save.
10. Close the Report Builder window.
11. Click BrowseForFile.jpg next to the Filename field

BrowseForSavedFile.jpg



12. In the Open window that opens, select the file you saved in step 8 above. Click Open.

SelectSavedFile.jpg


13. Click Save.
14. Click Report Designer.
15. In Report Builder, click the DBImage icon ( DBImageIcon.jpg)at the top (circled in image below)

DBImageIconInToolbar.jpg


16. Click your cursor in the report where you want the signature image to be. Expand the box
17. Select the DBImage (as shown in image below)

DBImage selected.jpg


18. Select PngSignature in the field circled in the image below.

PngSignature.jpg


19. Locate the Data section on the left. (image below)

GraphicType.jpg


20. In the GraphicType drop down, select JPG.
21. Uncheck ParentDataPipeline.
22. Click File > Save.
23. Close the Report Designer.

Now you can go to a service order, click Print/Email and print out the customized report.