Creating Custom Record and Report Types
Learn how to create custom record and report types for your community!
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Learn how to create custom record and report types for your community!
Last updated
Was this helpful?
Custom record and reports are limited based upon your subscription version. For more information, please view our .
Sonoran CAD allows your community to create custom records and incident reports for police, fire, and EMS services. This tutorial will cover the basics of creating a new custom report or record and general usage of the system.
Navigate to Admin > Customization > Custom Records
From the "New Record Type" dropdown, select the desired record type. Records follow the standard record editing and lookup system, and require a civilian or vehicle field to be searched. Reports can be searched in the unit's report center via number or identifier.
Add your desired custom and premade sections, edit fields, and more!
The enable duplicate button allows users to click and create a new copy of the section while filing the record.
Be sure to set the record name, and press SAVE
In the police, dispatch, fire, or EMS page, select "REPORTS" in the top action menu bar From here, you can create a new report, search existing reports, and view reports requiring supervisor actions.
Select "New Report" and the desired custom report type from the dropdown button From there, you can fill out the fields and add the record.
Many communities decide to enable a custom field for preview after many records of that type have already been created.
Ex: Adding a previewed field to show the license "Type"
Communities can process a manual updating of historical records in the custom records menu.
Sonoran CAD will search for all records of this type and attempt to automatically update any historical records with the latest preview field preferences.
Because Sonoran CAD records are entirely customizable, changing the field UID (unique ID) from one revision to the next will result in a failure to match and update the preview field.
Database sync records do not have the option to re-sync, as they will always be up-to-date.
A re-sync is only available once per 10 minutes.
Custom records allow the addition of a character and vehicle search button in sections. Clicking these allows the user to search and import a vehicle or character into the record section.
Character and vehicle searches will not fill out fields in your record if the record field UIDs are incorrect.
In order for these searches to properly place the vehicle and civilian record in your custom record fields, specific field uid values must match.
The default Civilian record has the following field UIDs:
first last mi dob age sex aka zip occupation height weight skin hair eyes emergencyContact emergencyRelationship emergencyContactNumber residence
When creating your custom record section with civilian search imports, those field UIDs will also need to match. The image below shows a custom record with the civilian search section toggled with the matching field UIDs.
The default Vehicle Registration record has the following field UIDs
type plate make model color year
When creating your custom record section with vehicle search imports, those field UIDs will also need to match. The image below shows a custom record with the vehicle search section toggled with the matching field UIDs.
You may encounter this error whilst attempting to save a custom record template.
"Preview Fields" are what show up when you run a record lookup (first, last, age, plate, etc.). The image below shows an example of "preview fields" on a vehicle registration record.
We require at least one field to be enabled for preview, as running a lookup with no preview fields would return a blank list of records.
To designate a field as a "preview field", simple toggle the magnifying glass icon in the custom record editor, as shown below.
View our on creating custom reports and records.
If your section is a custom character or vehicle field, you can toggle on the search button. This allows the section to be filled via when creating a new one. .
The address dropdown will auto-filter .
Note: The date and time fields will auto-fill with the current date/time if readOnly is toggled, based on the .
In the police, dispatch, fire, or EMS page you can now or for the new record type.
If the "NEW REPORT" button, or actions on the report viewer are disabled, you are missing the to do so.
The supervisor panel shows all reports that have a blank field that requires supervisor permissions. If you do not have the supervisor panel enabled, you will need to have the .
