Set a default report version for reports

Use Report Configuration to select which report version to use by default, present on the Customer Portal, and when sending automatic reports to customers via Automatic Scheduled Reporting.

Product: FireMate Desktop

Contents

  1. When to use this feature
  2. How to use this feature
  3. Report versions available

When to use this feature

FireMate provides variations on several reports where improvements have been made over the years and will continue to release enhancements into the future. As these are made available, or where you have a preference for an older version still supported, you can use this tool to set the version of each report you would like the system and portal to use.

When opting to use Automatic Scheduled Reporting to automatically send reports to customers on a consistent basis, this also determines which version of the particular report you would like to use. Use Report Configuration to select which versions of each report you would like your customers to see when they receive a report via the Automatic Scheduled Reporting function.  

How to use this feature

Use the steps below to change the version per report.  

  1. From your FireMate navigation bar, select [Admin]
  2. From the dropdown, select [Report Configuration]
  3. Select a cell from the "Default Version" column to update the related report to a version of your choosing.
  4. Select [Save and Close]

report-config-22-11-24

Report versions available

FireMate offers a variety of versions for each report to choose from. 

  Report Versions
Report Name 1.0 2.0 3.0
Property Activity ✔️ ✔️  
Quotes ✔️ ✔️  
RA Test Results Multi ✔️    
RA Test Schedule ✔️    
Routine Activity Summary ✔️ ✔️ ✔️
Statement of Works ✔️