Report Naming Conventions
You can control how reports are automatically named from the Report Template editor.
The field Report Naming Convention supports a special tag syntax that allows you to add dynamic naming content to the name of the report.
For example, in a Site Visit report, you may want reports to be named using the Year of the visit followed by the name of the property, then some standard text like "AMR" or "Annual Monitoring Report." To accomplish this, there are a few special tags you can use in the field. The text would be:
[[WorkYear]] [[PrimaryPropertyName]] AMR
If you wanted to include a special formatting of the current date, like 15 June 2025, you could use:
[[PrimaryPropertyName]] AMR [[@Date:Format|d MMM yyyy]]
If you wanted to include a special formatting of the Ended On date, like 2025-06-15, you could use:
[[PrimaryPropertyName]] AMR [[EndedOn|yyyy-MM-dd]]
The following tables indicate the available tags for different types of reports.
For Work Item reports (like Site Visits)
| [[WorkYear]] | The year portion of the date of the work item. |
| [[Name]] | The name of the work item. |
| [[PrimaryPropertyName]] | The name of the property record the work item belongs to. |
| [[ProjectName]] | The name of the project the work item belongs to, if any. |
| [[EndedOn]] | The end date of the work item in a format like 5/16/2025. Or, if you want a custom format use [[EndedOn|<date format>]]. The available formats are described below. |
| [[ExternalId]] | The external id of the work item |
For Project or Portfolio reports
| [[Name]] | The name of the project or portfolio record |
| [[ExternalId]] | The external id of the project or portfolio record |
Today's date for any report
If you want to insert the date of the monitoring visit instead of today's date, use [[EndedOn...]] instead of [[@Date...]]
| [[@Date:Short]] | Today's date in a format like 5/16/2025 |
| [[@Date:LongDay]] | Today's date in a format like: Wednesday, May 16, 2025 |
| [[@Date:Long]] | Today's date in a format like: May 16, 2025 |
| [[@Date:Time]] | Today's date with only the current time |
| [[@Date:Format|<date format>]] | Today's date with custom formatting. The custom formats are complicated, but here are examples. The bold text would replace <date format> in the tag. d: 6/15/2008 D: Sunday, June 15, 2008 f: Sunday, June 15, 2008 9:15 PM F: Sunday, June 15, 2008 9:15:07 PM g: 6/15/2008 9:15 PM G: 6/15/2008 9:15:07 PM m: June 15 o: 2008-06-15T21:15:07.0000000 R: Sun, 15 Jun 2008 21:15:07 GMT s: 2008-06-15T21:15:07 t: 9:15 PM T: 9:15:07 PM u: 2008-06-15 21:15:07Z U: Monday, June 16, 2008 4:15:07 AM y: June, 2008 h:mm:ss.ff t: 9:15:07.00 P d MMM yyyy: 15 Jun 2008 HH:mm:ss.f: 21:15:07.0 dd MMM HH:mm:ss: 15 Jun 21:15:07 yyyy-MM-dd: 2025-06-15 HH:mm:ss.ffffzzz: 21:15:07.0000-07:00 |
Only reports that have Create Separate Reports for Each Source set to Yes will have access to the tags above that are in work items, properties, or projects. For reports with that setting set to No, the only dynamic naming tags you can use are the Date tags.
Keep in mind that certain characters like quotes, question marks, colons, asterisks, and slashes (/ or \) are not valid in Landscape's PDF files. These characters will be automatically removed if you save your report named with these characters to a PDF file. So, if you use dates in your naming, you may want to use hyphens (-) between date parts instead of slashes.