Generating Reports

As an Admin or part of the Management Team, you will find yourself in a position where you will need to report to the higher-ups of the company on the performances of the team, and what value that it brings to the company. With our plethora of options when it comes to data and reports, you will be able to find the right data that you need for the right situations and discussions. 

We provide multiple solutions on this front, allowing you to easily gauge and choose whatever it is that is required at the moment, while also being easily comprehensible and easily understandable. We have our Business Reports page, complete with all the options that you can pick and choose what data that you wishes to see. Our Business Metrics page is also another option for if you wish to see the data all laid out on charts that you can customize on your own. Lastly, we have our PowerBI capabilities now built-in directly on the platform, allowing a fast, real-time data analysis readily available on your dashboard.

Dashboard

On Caction, we have multiple options for Dashboards, allowing you to choose what items that you wish to view, be it Jobs, Projects, Assets, and all the Digital Form types that you have. This will allow you to be able to see at a glance what is going on with the all the different tasks assigned to the staffs, be it progresses that requires the staff's attention, or items that requires the management's approval. 

The Admins and the Managers will be able to see an overview of all that is going on with the different tasks done by the staffs, and follow up accordingly, ensuring all tasks are being properly and are being covered by the staffs. 

How to use the Dashboard Page

1. At the desktop site’s navigation bar, go to Business Management > Dashboard > Job.
   Open Job Dashboard Page Here: https://system.caction.com/dashboard/task

   

    

2. There are three choices at the top right corner of Job Dashboard page. You can click on them to enter another dashboard page.
   

   

Select Job Status

3. You can select the job status that you want to view.
   
   
4. For example, select “Completed”. The job dashboard will display the completed jobs as shown in the picture below.
5. Click on this filter bubble if you want to sort the order of job created date.
   
   
6. The default filter value sorts the jobs by ascending order. You can change it to sort by descending order based on your preference.
7. Click on this filter bubble if you want to change the job date range.
   *Note: The default Job Date Range is filtered by this month.
8. You can select the job filter date range based on your own preference.
9. Click “Done” to apply job by the selected the job date range.
10. Click on this filter bubble if you want to filter job by job category.
11. Select/unselect the job category by ticking/unticking them.
12. Click “Done” to apply the job category filter value.
13. Click on this filter bubble if you want to filter job by either include / no include job without customer.
14. Select for yes or no, and the filter value will apply successfully.
    
    

To learn more on all the different Dashboards that we provide, you may go through our link below on relevant guides on the Dashboards: 

Caction Dashboard

Business Reports

The Report Page in Caction allows users to generate, customize, and analyze reports across various types of data such as jobs, projects, assets, digital forms, public forms, and reminders. It provides a centralized platform for reviewing all your data inside the system.

With powerful features like filtering, customizable columns, favourite filters, and export options, users can tailor each report to meet specific business needs. Whether you're tracking service sheets or analyzing quotation data, the Report Page offers the flexibility and tools needed for efficient data management and reporting.

The Report Page will be available for all the data, and will also be customizable in terms of what data is required on the page. For example, you may need to view the Job Number, Description and the specific Customer it was done for, you can have it set in the Column Settings, which will then show up in the page according to what you have set-up.

For the guide below, examples provided are based on the Digital Form Report Page, the same steps and features apply to other report types within the system.

Here is how to use the Report Page

1. At the desktop’s navigation bar, go to Business Reports > Digital Form Report.

   

2. There are many features in the Report page.

   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 or sharing.

   

   
   
   

Navigate to the section by clicking it.

• Digital Form Category
• Default Columns
• Filter
• Favourite Filter
• Export Report
  
  
  

Digital Form Category

1. Select the Digital Form category you want by clicking the expand button beside Quotation.

   

2. Click on the category you want to select. For example, if you want to have Service Sheet Report, click “Service Sheet”.

   

3. The Service Sheet Report will be shown as below.

   

   
   
   

Display Columns

1. If you want to display different columns for the Report, click on “Columns” icon.

   

2. Click on the “+ Create” button.

   

3. Select the columns you wish to have from here.

   

4. After selecting the columns you want to display, click to scroll down.

   

5. Select the box to display data with assets or products/services in separate rows.

   

6. Click “Save”.

   

7. The new report with different columns will be shown as below.

   

8. If you wish to name the customized columns, click “Columns” icon.

   

9. Click the “pencil” icon.

   

10. Enter the name of the of customized column.

    

11. Click on the “tick” icon.

    

12. The customized column has been renamed successfully.

    

13. On the next time you enter this page, click “Columns” icon.

    

14. Click on the customized column that you want.

    

15. The Report with chosen “Monthly Report” will be shown as below.

    

    
    
    

Filter

1. For example, if you want to filter status in Service Sheet Report, click on “Add Filter” button.

   

2. Click on the group you want to filter. For example, click “# Service Sheet”.

   

3. Click on the “Filter Variable” you want. For example, click “Service Sheet Status”.

   

4. Click on the “Operator” you want. For example, click “Contains”.

   Operator	Definition
   Contain	The result will show all relevant results based on the filter values. (Not consider capital letter and small letter, recommend to use it if you are not remember the exact customer name.)
   Not Contain	The results will show all relevant results except the selected filter values. (Not consider capital letter and small letter.)
   Equal	The results will only show exact the same based on the filter value (Consider capital letter and small letter, recommend to use it if you remember the exact customer name.)
   Not Equal	The results will only show except the exact filter value. (Consider capital letter and small letter.)

   

5. Click on the “Filter Value” you want. For example, tick “Created”.

   

6. Click on the “Done” button after selecting the filter.

   

7. The result will be shown as below.

   

   
   
   

Favourite Filter

1. Ensure that the filter and display column you want is applied.

   

2. Click on the “Favourite Filter”.

   

3. Click on “+ Add”.

   

4. Enter the name of the “Favourite Filter”.

   

5. Click on the “Save” button.

   

6. The “Favourite Filter” has been saved successfully.

   

7. On the next time you enter the page, click on “Favourite Filter”.

   

8. Click the “Favourite Filter” you want to apply.

   

9. The “Favourite Filter” is applied successfully.

   

10. If you wish to set the “Favourite Filter” as “Default Filter”, click the favourite filter.

    

11. Click “Default Filter” to expand it.

    

12. Click the “Favourite Filter” you want to set as default.

    

13. The “Default Filter” has been set successfully. Everytime when you enter this page, it will automatically show the “Default Filter”.

    

    
    
    

Export Report

1. Expand and Click on the format you want to export. For example, if you want to export the Quotation Report in Excel, click “downward arrow” icon, then click "Excel".

   

2. Wait for the system to export the file.

   

3. Click “Download” to download the file needed.

   

   The file is successfully downloaded and it can be viewed in your desktop “File Explorer”.

You may visit these guides below on how to effectively use our Report Page and Update Report Page: 
How to use Report Page | How to use Update Report Page

Business Metrics

Through the dashboard in our system, you are able to extract valuable and easily understandable real-time reports that can help you make fast and informed decisions, providing a streamlined and enhanced customer experience. You can simply keep your colleagues in the loop by sharing with them Excel or PDF reports such as regular service reports, breakdown/callback, installation, or delivery - just to name a few.

Here is how to use the Metrics Dashboard

At the desktop’s navigation bar, go to Business Metrics > Metric Dashboard.
Open Metric Dashboard Here: https://system.caction.com/dashboard/metric/overview

Navigate to the section by clicking it.

• Filter by Date Range
• Filter by User List
• View Mode
• Edit Mode
  
  
  

Filter by Date Range

1. Click on the “Date Range”.

   

2. Select the date range of the data you want to view.

   

3. The date range has been applied successfully.

   

   
   
   

Filter by User List

1. Click on the “User List”.

   

2. Select the user/department’s data you want to view.

   
   
   

3. The dashboard filter applied by the selected user has been applied successfully.

   

   
   
   

View Mode

1. View Mode will be the default mode when you enter this page. 

   

2. Click on the three dots icon.

   

3. You can either choose one of them.

   Terms	Description
   View More	View the full details of the selected chart.
   Download Chart	Download the selected chart in your device.

   

   
   
   

Edit Mode

*Note: Edit Mode in this page is only use for expand the graph and change position.

Resize Chart

1. Click “Edit Mode”.

   

2. Click on the arrow icon to adjust the graph size.

   

3. The adjustment has been made and will be automatically saved.

   

    

Reposition Chart

1. Long click the chart you want to reposition.

   

2. Drag the chart to the desired location.

   

3. The adjustment has been made and will be automatically saved.

   

    

You can go through our guide below to gain further understanding using our Metrics Dashboard:
Understanding the Metrics Dashboard

PowerBI Integration

Leverage automatic data analytics to deepen understanding of your business operations, optimize performance, and focus on growth areas to ensure your business achieves its full potential. With our built-in Power BI capabilities, our system delivers real-time analytics straight to your dashboard, turning complex data into actionable insights for quick, informed decisions. 



To know more on our PowerBI integration, you may get in touch with our team for further discussion: Get in touch with us!



With all of the tools that Caction provides, you will be able to monitor all critical business metrics in a unified view, allowing you to transform all of the data into a digestible visual representations for your team's monitoring. With a solid grasp on the ins and outs of your business, you can strategically plan resource allocation on areas that will maximize growth potential for optimum success.