---
schema_version: "1"
id: 49f0bd78f8149b58ae29e1de8e87813f6a075d9e97f97e7e01b4bedf13f5c09b
title: Create Service Reports in the Field Service Mobile App
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/service/264-0-0/mfs_service_report.md
canonical_url: https://help.salesforce.com/s/articleView?id=service.mfs_service_report.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 1ea1cd7e28e04d9755475a36f205dfa8277ee82df8bee913085af55b058bea99
description: Service reports summarize the work that was performed by a customer, and can be signed by the mobile worker, customer, and others involved in the work. Learn how to configure the Field Service mobile app to support service report generation and review important considerations about offline service reports and service report previews.
products:
  - Field Service
release: "264"
---
# Create Service Reports in the Field Service Mobile App

Service reports summarize the work that was performed by a customer, and can be signed by the mobile worker, customer, and others involved in the work. Learn how to configure the Field Service mobile app to support service report generation and review important considerations about offline service reports and service report previews.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: both Salesforce Classic (not available in all orgs) and Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">The Field Service core features, managed package, and mobile app are available in <strong>Enterprise</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions.</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">To access the Field Service mobile app, users need the Field Service Mobile user license.</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
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        <thead class="slds-text-title_caps ">
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            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d47360e78">User Permissions
              Needed</th>
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            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d47360e78 ">To create or edit a Service Report Template:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d47360e78 ">Customize Application</td>

          </tr>
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To allow app users to preview and create service reports, make the following configurations.

1. Complete the steps in [Create Service Report Templates](https://help.salesforce.com/s/articleView?id=service.fs_customer_reports_settings.htm&release=264.0.0&type=5 "In Field Service, a service report summarizes a work order or service appointment in a PDF that your customers and team members can sign. To control what appears in your service reports, create service report templates.") to prepare for and create service report templates
2. Ensure that the service appointment page layout includes the Service Reports related list.
3. Add the Work Type field to work order and work order line item page layouts, and make sure users have permission to view it.
4. Add the Service Report Template field to the work type page layout.
5. (Recommended) Select a service report template in the Service Report Template field on each work type in your org.

Create a Service Report in the App

To create a service report in the app, navigate to a service appointment, work order, or work order line item. Tap the action icon, then tap **Create Service Report**. If the service report template includes a signature section, you’re prompted to Sign & Confirm. If there isn’t a signature section, only a Confirm option appears.

In Android, the Create Service Report action appears on the Service Reports card. If a work order already has a service report, users can edit the existing report, but can’t create additional reports.

A service report is translated in the language selected in the Service Report Language field on the associated work order. If that field is blank, the report uses the default language of the person generating the report. To add languages, from Setup, in the Quick Find box, enter Translation Language Settings, and select it. Click **Edit** next to the desired language, then click **Active**. To add a user as a translator for the language, select them from the available list and click **Add**, then save your changes.

Create a Service Report Offline

Mobile workers can create service report previews while offline. For the iOS app, you can disable offline service report generation.

1. From Setup, enter Connected Apps in the Quick Find box, then select **Connected Apps**.
2. Click **Salesforce Field Service for iOS**.
3. In the Custom Attributes list, click **New**.
4. Set the Attribute key to DISABLE\_SERVICE\_REPORT\_PREVIEW\_IOS.
5. Set the Attribute value to "true". Be sure to include the quotation marks.

Limitations

- Users can’t select a template when creating a service report in the mobile app. Instead, a template is selected based on this order:
    - The work order template
    - The work type template
    - The standard template
- Service report previews have these limitations:
    - Although users can make an offline request to generate a service report, the final PDF is created only when the user’s device is online.
    - The app doesn’t automatically get the latest data before generating a service report preview, so data in service report previews can be out of date. This limitation applies to online and offline service report previews.
    - If a reference field exceeds the maximum priming depth of 2, it isn’t populated.
    - Formula field values can be inaccurate in a preview because they aren’t dynamically calculated.
    - Roll-up summary fields are blank.
    - These elements aren’t visible:
        - Cases related list
        - Headers and footers
        - Organization fields
        - Certain data fields
        - Images in rich text fields on a service report template or service appointment, work order, or work order line item page layout
- The Digital Signature object **Place** field isn’t supported.
- Text fields and rich text area fields are truncated to 255 characters. This limitation occurs on rich text area fields, other types of text fields, standard fields, and custom fields.
- A service report language pick list shows all supported languages, not only the active ones.
- Although the picklist values aren’t translated in service report previews, they’re translated into the supported language when the service report is generated.
- The signature image doesn’t appear when mobile workers create multiple service reports offline from the same record on the Field Service mobile app.
- When mobile workers collect signatures on a service report from the Service Appointment object, the Client Signature button shows only on the Service Appointment overview. When mobile workers collect a signature for a service report from the service appointment’s Action screen, the Client Signature button shows as “Default Signature.”
- Custom validation isn't supported when Lightning Data Service is enabled. This limitation is only relevant to Service Reports and doesn't pertain to Document Builder.
- Service reports that fail to generate don't succeed when retried. This limitation is only relevant to Service Reports and doesn't pertain to Document Builder.
- Users with Community licenses must be granted permission to access service report previews on the Field Service mobile app.

#### See Also

- [Create Field Service Report Templates](https://help.salesforce.com/s/articleView?id=service.fs_customer_reports_settings.htm&release=264.0.0&type=5 "In Field Service, a service report summarizes a work order or service appointment in a PDF that your customers and team members can sign. To control what appears in your service reports, create service report templates.")
- [Build Flows for the Field Service Mobile App](https://help.salesforce.com/s/articleView?id=service.mfs_flow_build.htm&release=264.0.0&type=5 "Create, activate, and manage flows for the Field Service mobile app in the drag-and-drop Flow Builder.")