Tech tips 1-5: Learn how to work with advanced reports, diagnose sync longs, auto-assign licenses, and more

Welcome to our blog series on Resco tech tips. In this edition, you’ll find a summary of the first five tech tips published in Resco News newsletter, which cover various aspects of working with Resco technology.

Whether you want to learn how to configure advanced reports, optimize sync performance, or improve security policies for mobile users, these quick and simple tips will help you make the most out of Resco’s powerful features.

Let’s dive in and discover how to enhance your Resco experience. You can learn more about how to:

1. Access the advanced report configuration
2. Configure security policy for mobile users
3. Auto-assign licenses for mobile workers
4. Optimize sync performance with diagnostic sync logs
5. Provide feedback and submit support tickets

Tech tip #1: Advanced report configuration

Different mobile reports might have different storage, format, or action requirements. You can easily configure the desired settings by using Advanced report configuration.

This way you not only save time for your mobile users, but also eliminate errors in the field.
How to configure Advance report settings:

1. Open the form or questionnaire you want to run a report from.
2. Click Commands or Edit on a toolbar to start the command editor.
3. Add the Run Mobile Report command to the list of selected commands.
4. Select the new command and click Properties, then click Advanced report configuration.

Explore more in our documentation or start learning from scratch in our Report Designer course.

Tech tip #2: How to configure security policy for mobile users

Mobile devices are often exposed to different threats than desktop computers.

Therefore, it is a good idea to adjust the Resco default security policy based on your requirements. You can lock your application after business hours or require login anytime your users are inactive for a certain amount of time.

How to configure a new security policy:

1. Open Woodford and select Device Control.
2. Click New Policy on the toolbar, and then set the security policy properties based on your requirements.

Find more information about Device Control in our documentation.

Tech tip #3: Struggling with license management?

Try Resco’s auto-assign feature for mobile users. Users who log in to your backend server from a mobile device receive a license, as long as there’s a required type of user license available (Standard/Inspections).

When auto-assign is disabled, users are granted a temporary two-week license, allowing administrators to assign a permanent license during this grace period.

Additionally, you can enable Auto-free up of unused licenses. If all licenses are assigned, a new user will receive one previously used by a user who hasn’t synced for 90-days.

Where to set it up?

1. Launch Woodford.
2. Navigate to Settings > Organization settings.
3. Select Auto-assign licenses and/or Auto-free up unused licenses based on your requirements.

Find more information on how to assign licenses in our documentation.

Tech tip #4: Optimize sync performance with diagnostic sync logs

Would you like to get configuration hints in your Sync log and increase your app performance?

Enable Diagnostic Sync Logs, and get more detailed information about each entity download. This type of log can be an excellent starting point for troubleshooting and identifying issues with uploaded records.

How to enable Diagnostic Sync Logs:

1. Launch Woodford.
2. Open your app project.
3. Navigate to Settings > Configuration.
4. Go to the Offline Data Sync tab.
5. Scroll down to Sync Errors.
6. Set Diagnostic Sync Logs to “True”.

By enabling this setting, Diagnostic Sync Logs will be activated for all users in your project. This may increase space usage if synced to the server using the sync dashboard.

Explore more in our documentation or start learning from scratch in our Synchronization & Synch Dashboard.

Tech tip #5: Are you missing information in documentation?

Well, we have good news for you. We have added a new option to leave short feedback on Resco Wiki, so you can help us to improve our documentation.

Feedback is anonymous, so there is no need to insert any personal data. In fact, in accordance with GDPR, we’d prefer if you didn’t!

How to leave feedback on Resco Wiki?

1. Scroll down to give feedback on the particular Wiki page.
2. Fill out a short feedback form.
3. Click Submit.

If you want to provide us with more comprehensive feedback, do so in Resco Support Portal instead of Resco Wiki.

How to receive a new tech tip every week

In this blog, we shared the first five tips that will help on your way to become a Resco pro. You learned how to configure advanced reports, customize security policies, manage licenses, optimize sync performance, and even contribute to Resco’s documentation. But the fun doesn’t stop here.

By subscribing to the Resco Newsletter, you’ll get a cool tech tip delivered right to your inbox every week. Stay in the loop and never miss out on the latest Resco features.