How to Generate a Job, Project, or Digital Form Report?

The Export Report feature in Caction allows users to download reports in different formats, such as Excel or PDF. This feature supports the export of filtered or custom views, making it easier to share and analyze data offline. It enhances flexibility by allowing users to choose the most suitable format for their needs, whether for sharing with external stakeholders, archiving, or further analysis.

Benefits:

Supports multiple export formats for flexibility
Enables offline access to filtered or full datasets
Quick export of filtered or custom reports for analysis or sharing.

Difference Between CSV, Excel and PDF

Feature	CSV	Excel	PDF
Type	Plain text file	Spreadsheet file	Fixed-format document
Use	Data backup	Data analysis and reporting	Final reports and sharing
Best For	- Simple data storage	- Complex analysis	- Formal presentations
	- Data backup	- Detailed reports	- Sharing finalize report

Navigate to the section by clicking it.

Export as CSV
Export as Excel
Export as PDF

Export as CSV

At the desktop site’s navigation bar, go to Business Reports > Job Report.
Open Job Report Here: https://system.caction.com/reports/activity
Click “CSV” to export the report.
Wait for the system to export the file.
Click “Download” to download the file needed.
The file downloaded can be viewed in your desktop “File Explorer”.

Export as Excel

At the desktop site’s navigation bar, go to Business Reports > Job Report.
Open Job Report Here: https://system.caction.com/reports/activity
Click “Excel” to export the report.
Wait for the system to export the file.
Click “Download” to download the file needed.
The file downloaded can be viewed in your desktop “File Explorer”.

Export as PDF

*Note: No PDF export option for Digital Form.

At the desktop site’s navigation bar, go to Business Reports > Job Report.
Open Job Report Here: https://system.caction.com/reports/activity
Click “PDF” to export the report.
Customize the PDF title and choose the header before clicking the “Generate PDF” button.
Wait for the system to export the file.
Click “Download” to download the file needed.
The file downloaded can be viewed in your desktop “File Explorer”.

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