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Automatically Generate and Send Professional Reports

Cadulis allows you to create custom reports in PDF, Word, or Excel formats, and then send them automatically to your clients, teams, or ordering parties.

This enables you to generate professional, structured, and automated documents tailored to your business requirements (summary sheets, CERFA forms, photo reports, etc.).

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🧭 Steps to Create a Custom Report

1. Access the Configuration

• Go to the Catalog menu → select an activity type
• Click on Custom Reports (panel on the right)
• Click on Create a report

2. Choose the Report Type

Available formats:

• PDF (automatically generated)
• Excel (raw)
• Excel to PDF (Excel template + PDF export)
• Word (fillable Word template)
• Word to PDF (as above, with conversion)
• PDF Form (CERFA filling, precise positioning)

💡 For structured reports with layout, prefer the “Word to PDF” or “Excel to PDF” formats.

3. Enter the Report Information

• Name: e.g. “Customer intervention report”
• Availability:
  • Show in the activity file
  • Show in the closure file
• Click Add to access the report configuration

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⚙️ Steps to Configure the Report

4. Import a Template (Word, Excel, PDF)

• Upload your template file containing field markers (e.g.: {intervention.date})
• Follow the Cadulis syntax:
  • No spaces or accents
  • Enclosed with {}

✍️ For Word templates, you can directly import a .docx file containing your replacement codes, delimited by double hashes (e.g. ##intervention.customer.name##).

All available variables are detailed here: Cadulis Variables List

5. Map the Fields to Inject

For each field:

• Define the code used in the template (e.g. {intervention.customer.name})
• Specify the source: activity, customer, closure, etc.

🎯 This step allows you to link each Cadulis data point to a position in your document.

6. Test the Output

• From a test activity, click on Generate report
• Check the content and formatting
• Return to the configuration if adjustments are needed

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✉️ Steps to Automatically Send the Report

7. Create a Trigger

• Go to Settings > Triggers
• Select the Business Unit and the activity type
• Click on Add trigger
• Trigger name: e.g. “Send PDF report to customer”

8. Configure the Trigger

• Type: Send an email
• Event: Intervention closed or Closure saved
• Conditions: e.g. status = OK (optional)
• Email options:
  • Recipient: customer email (variable or fixed)
  • Subject + personalized message
  • Select the report(s) to attach from those available for this activity type
  • Option to add a customer portal link or an appointment

9. Test the Configuration

• Perform a test intervention
• Close it
• Check the email reception with the correct attachment

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📌 Next recommended step:
Edit the custom fields of the customer file
→ To enrich your reports with the right business data.

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