Help CenterIn Field Service Management operations, having data at your fingertips can make all the difference. Caction’s Reports & Analytics transforms everyday Jobs, Service Reports, and Technician activities into clear insights. With that, you can move from assumptions to evidence-based management, ensuring every choice is informed and every opportunity is captured :
- Extract Reports : Export Job, Project, and Digital Form records directly into Excel or CSV for deeper analysis.
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Share Customer Updates : Provide clear service summaries, detailed breakdowns, and progress updates to keep clients informed.
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Track Performance Metrics : Visualize trends and performance with downloadable charts.
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Make Better Decisions : Identify patterns, gaps, and opportunities for improvement to optimize operations.
Quick Tip : Click the link to navigate straight to the required section.
1. Overview: Reports vs Metrics
Reports and Metrics work hand in hand, with most Admins leveraging both for a complete view of operations.
- Reports (Table Data) :
Detailed row-by-row records of Jobs, Projects, and Digital Forms that can be filtered and exported to Excel, CSV, or PDF. Perfect for keeping track of current status and progress of tasks, creating customer reporting packs, and performance analysis.
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Metrics (Visual Dashboards) :
Charts and graphs that show trends and performance at a glance. Perfect for management updates, monthly reviews, and customer-facing highlights. Data can be exported to Excel or CSV as well.
Important Note : If a User cannot access the Reports Page, Metrics Dashboard, or Export option, this is due to User Access Settings in system.
Click here for a quick guide on :
2. How to Extract Data from the Reports Page?
Admins can select the columns they want to see and adjust their order to suit their needs. Once configured, they can export the report in the required format. The best part? These column selections can be saved as a Favorite Filter, allowing you to apply them instantly whenever needed or share them with colleagues. Now, the whole team can use the same report setup anytime.
This guide will walk you through the steps to extract reports from the Digital Form Report page. The same process applies to other report pages as well. For this scenario, the Admin needs to extract all Service Reports completed in the previous year.
- Select the type of Report Page required
From the Main Menu, navigate to Business Reports and select Digital Form Report page.
- Select required Form Category and Date Range
Select "Service Report" from the Category dropdown field and change the Date Range to "Last Year".
Click here for a step-by-step guide to use Report Page functions :
| No | Terms | Description |
|---|---|---|
| 1 | Digital Form Category | Select from various digital form categories. |
| 2 | Filter | Use filter groups to refine your search based on specific criteria. |
| 3 | Favourite Filter | Save your current filter and column settings as a favourite for easy access and automatic application next time. |
| 4 | Default Columns | Customize which columns are displayed by default and save your preferences for future reports. |
| 5 | Export Report | Export your report in different formats for further analysis |
Important Note : Use the Filter function to narrow down the data by Date Range, Site, Asset, Product or Service, and Assigned Technician. Applying filters helps avoid exporting unnecessary rows and ensures the final report is relevant.
- Choose required Columns for Report
In some cases, you may only need to see specific information in a report. In these situations, you can create your own custom columns to display just the data you need. Ready to customize your columns?
Click here to start : Setting Up Preferred Columns in the Report Page
- Export Data
- Creating Your Own Favourite Filter
If you generate the same report regularly, for an example : Monthly Service Report, you can save your report setup as a Favourite Filter.
Click here for a step-by-step guide to use Favourite Filter functions :
- How to Create Favourite Filter?
- How to Set a Customized Favourite Filter as Default?
- How to Set a Customized Favourite Filter as Default in Mobile App?
3. How to Extract Data from Metrics Dashboard?
Metrics focus on visual insights, allowing you to see trends and performance at a glance through charts and graphs.
- Click Metrics Dashboard
From the Main Menu, navigate to Metric Dashboard.
- Use Date Range and User List Filters
The Date Range filter lets you select the period you want to analyze, eg : last 30 . The User List filter allows you to focus on a specific technician, team, or department, so you can see performance for individual users or groups rather than the entire organization.
Click here for detailed guide on Metric Dashboard :
- Export Data
In View Mode, each chart has a three-dot menu. Select “View More” to inspect detailed data and Export them. Alternatively, you can also click “Download Chart” to save it for reporting decks.
When you click "View More" :
When you click "Download Charts" :
