Although setting up reports has improved over the last year with more things we can toggle on/off or change the size of, they are still very limited. Because of how reports are laid out, we are unable to use SafetyCulture for some applications. We have things such as Product Qualification and Nonconforming Material Hold in which we would like to try to use SafetyCulture. However, the reporting capability is one of the things that holds us back.
While in most cases, the standard report format works fine, there are many situations where we need an “advanced editor” and some additional “basic” options.
- The current (basic) report editor needs an option added to allow toggling specific pages and sections of the inspection to appear in the report. There are audiences or purposes in which we don’t need everything but can’t keep it to just the title page. We need to tailor the report to the purpose and audience, restricting visibility of certain information for privacy or simplicity.
- The reports are very busy and linear (vertically). With color-coded dropdowns, shaded selections, large bolded questions, lightly shaded but sandwiched section headers, etc., they are hard to read. In some applications, we need the ability to lay things out in rows with multiple columns of question/response pairs, different font sizes, varying alignment, borders, etc. Also, the order we ask the questions in the inspection may be required for logic and proper flow but that may not be the order we want it reported. This allows us to make something that is easier to read, stands out as a “tag” that can be printed, or can be compacted into less pages to keep critical batches of information together. My proposal is to have a drag and drop advanced editor that allows us to delete individual questions, use the same question more than once, drag and drop them anywhere on the page (snapping to a grid), change font sizes, add borders, etc.