# Syntax & Functions Cookbook

This page complements the [Syntax & Functions reference](/user-documentation/build/building-the-reporting/syntax-functions.md) with complete, ready-to-adapt report templates for common field operations scenarios.

## Recipe 1 — Per-submission inspection report (Word)

**Use case:** Generate one formatted Word document per intervention submission, including the inspector's details, GPS location, photos with GPS watermarks, and a conditional defect section.

### Template structure

```
<%Inspector.FullName%> — <%F('dd/MM/yyyy', InspectionDate)%>

Site: <%List(', ', SiteAddress, PostalCode, City)%>
Status: <%If(InspectionResult = 'Compliant', 'COMPLIANT ✓', 'NON-COMPLIANT ✗')%>

<%Map(SubmissionLatitude, SubmissionLongitude, 15, 400, 250, 0)%>
```

Photos (with GPS coordinates as watermark):

```
<%Images(Photos)%><%ImageWatermark(200, 0,
  List(' | ',
    ImageExif(Photos, 'GpsLatitudeDM'),
    ImageExif(Photos, 'GpsLongitudeDM'),
    ImageExif(Photos, 'DateTime')
  ), 'Left', 'Bottom', 'White', '#000000', 0.5, 11)%>
```

Conditional defect section (hidden when no defects):

```
<%Display(DefectCount > 0)%>
## Defects observed

<%Relation('Defects', 'DefectDate')%>
  <%DefectDescription%> — <%F('dd/MM/yyyy', DefectDate)%>
<%End%>
```

Signature:

```
<%Image(InspectorSignature, 120)%>
```

### Key functions used

* `List()` — combines address fields, omitting empty ones
* `If()` — renders a human-readable status
* `Map()` — shows the intervention GPS position
* `Images()` + `ImageWatermark()` + `ImageExif()` — photos stamped with GPS and date
* `Display()` / `End` — hides the defect section when there are none
* `Relation()` — lists related defect records

***

## Recipe 2 — Monthly summary listing report (Excel)

**Use case:** An Excel listing report sent by email every month, covering all submissions from the previous month, with a count, total, and bar chart.

### PPActions sheet

| Type:table ; TableName:Interventions ; Value:Id | Type:table ; TableName:Interventions ; Value:TechnicianName | Type:table ; TableName:Interventions ; Value:InterventionDate | Type:table ; TableName:Interventions ; Value:Duration |
| ----------------------------------------------- | ----------------------------------------------------------- | ------------------------------------------------------------- | ----------------------------------------------------- |

### Data sheet (Interventions table — one row template)

| #              | Technician                 | Date                                          | Duration (min)          |
| -------------- | -------------------------- | --------------------------------------------- | ----------------------- |
| `<%Value:Id%>` | `<%Value:TechnicianName%>` | `<%Value:F('dd/MM/yyyy', InterventionDate)%>` | `<%Value:N(Duration)%>` |

### Summary section (below the table)

```
Total interventions:   <%Count()%>
Total duration (min):  <%Sum('N(Duration)')%>
Average (min):         <%Avg('N(Duration)')%>
```

Chart (bar chart of interventions by technician):

```
<%Chart('Bar', 'Count()', 'TechnicianName', true, 500, 300)%>
```

### Listing mode filter (Repeat in PPActions)

```
<%Repeat(InterventionDate > #date-1m# AND InterventionDate < #date#, InterventionDate)%>
```

### Key functions used

* `N()` / `Sum()` / `Avg()` / `Count()` — aggregation over the full dataset
* `Chart()` — bar chart by technician
* `Repeat()` with date filter — limits to the previous month
* `F()` — date formatting in the table

***

## Recipe 3 — Delivery note with related line items (Word)

**Use case:** A delivery note per submission, listing the ordered products from a relationship field, with a line count and totals.

### Main submission section

```
Delivery note #<%SubmissionId%>
Date: <%F('dd/MM/yyyy', DeliveryDate)%>
Client: <%ClientName%>
Address: <%List(', ', DeliveryAddress, PostalCode, City)%>
```

### Relation table (one row per product)

Place `Relation()` in the first cell of a table row:

```
<%Relation('OrderedProducts', 'ProductName')%>
```

Row template:

| `<%ProductName%>` | `<%ProductReference%>` | `<%Quantity%>` | `<%F('0.00', UnitPrice)%>` | `<%F('0.00', Quantity * UnitPrice)%>` |
| ----------------- | ---------------------- | -------------- | -------------------------- | ------------------------------------- |

Footer row (below the relation table):

```
<%[OrderedProducts.Count]%> items — Total: <%Sum('N(Quantity) * N(UnitPrice)')%> €
```

### Key functions used

* `Relation()` — one row per linked product submission
* `[Relation.Count]` — total number of product lines
* `List()` — formatted delivery address
* Arithmetic in tags — `Quantity * UnitPrice`
* `Sum()` — grand total across all product lines

***

## Recipe 4 — Conditional multi-section report (Word)

**Use case:** A single template that adapts its content based on the value of a list field (e.g. `InterventionType`). Each section is only rendered for the relevant intervention type.

### Pattern

```
<%Display(InterventionType = 'Maintenance')%>
## Maintenance checklist
<%ChecklistItem1%> — <%If(ChecklistItem1Result = 'OK', 'Pass', 'Fail')%>
<%ChecklistItem2%> — <%If(ChecklistItem2Result = 'OK', 'Pass', 'Fail')%>
<%End%>

<%Display(InterventionType = 'Installation')%>
## Installation record
Date installed: <%F('dd/MM/yyyy', InstallationDate)%>
Installed by: <%Technician.FullName%>
Serial number: <%SerialNumber%>
<%End%>

<%Display(InterventionType = 'Audit')%>
## Audit findings
Score: <%AuditScore%> / 100
<%If(AuditScore >= 80, 'Result: SATISFACTORY', 'Result: ACTION REQUIRED')%>
<%End%>
```

### Key functions used

* `Display()` / `End` — shows each section only for the matching type
* `If()` — renders pass/fail and result labels
* `F()` — date formatting

***

## Tips for all recipes

* **Test with real data.** Generate a report from a submission that has edge cases (empty optional fields, maximum photo count) before finalising.
* **Use `Exists()` to guard image fields.** If a photo may be absent, wrap the tag: `<%If(Exists('Photos#1'), Image([Photos#1], 200), '')%>` to avoid a blank space in the output.
* **Listing mode limit.** Excel and scheduled Word reports are capped at 30,000 submissions. Add a `Repeat()` date filter to keep generation times reasonable.
* **Apostrophes.** When building templates in PowerPoint, replace smart quotes (`'`) with straight ones (`'`) before saving — see the [PowerPoint page](/user-documentation/build/building-the-reporting/report-templates/ppt.md) for details.


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