Report Page | Help Center

The Report Page in Caction allows users to generate, customize, and analyze reports across various types 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.

Note: While the tutorial examples provided are based on the Digital Form Report Page, the same steps and features apply to other report types within the system.

Benefits :

Comprehensive Data Overview- Access all your business data in one centralized location for better decision-making.
Customizable Reporting- Tailor reports to your specific needs with customizable columns and filtering options.
Time-Saving Filters- Create and save favorite filters to quickly access frequently used report configurations.
Data Export Flexibility- Export reports in various formats for presentation, analysis, or sharing with stakeholders.

Below you can find the step-by-step guide on how to use the Report Page on the Desktop version :

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

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.

Report Page Introduce

Navigate to the section by clicking it.

Digital Form Category
Default Columns
Filter
Favourite Filter
Export Report

Digital Form Category

Select the Digital Form category you want by clicking the expand button beside Quotation.
Click on the category you want to select. For example, if you want to have Service Sheet Report, click “Service Sheet”.
The Service Sheet Report will be shown as below.

Default Columns

If you want to display different columns for the Report, click on “Default Columns”.
Click on the “+ Create” button.
Select the columns you wish to have from here.
After selecting the columns you want to display, click to scroll down.
Select the box to display data with assets or products/services in separate rows.
Click “Save”.
The new Report with different columns will be shown as below.
If you wish to name the customized columns, click “Default Columns”.
Click the “pencil” icon.
Enter the name of the of customized column.
Click on the “tick” icon.
The customized column has been renamed successfully.
On the next time you enter this page, click “Default Columns”.
Click on the customized column that you want.
The Report with chosen “Monthly Report” will be shown as below.

Filter

For example, if you want to filter status in Service Sheet Report, click on “Filter Table Record”.
Click on the group you want to filter. For example, click “# Service Sheet”.
Click on the “Filter Variable” you want. For example, click “Service Sheet Status”.

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.)

Report Page Filter Step 4

Click on the “Filter Value” you want. For example, tick “Created”.
Click on the “Done” button after selecting the filter.
The result will be shown as below.

Favourite Filter

Ensure that the “Filter” and “Default Columns” you want is applied.
Click on the “Favourite Filter”.
Click on “+ Add”.
Enter the name of the “Favourite Filter”.
Click on the “Save” button.
The “Favourite Filter” has been saved successfully.
On the next time you enter the page, click on “Favourite Filter”.
Click the “Favourite Filter” you want to apply.
The “Favourite Filter” is applied successfully.
If you wish to set the “Favourite Filter” as “Default Favourite Filter”, click “Favourite Filter”.
Click “Default Filter” to expand it.
Click the “Favourite Filter” you want to set as default.
The “Default Favourite Filter” has been set successfully. Everytime when you enter this page, it will automatically show the “Default Favourite Filter”.

Export Report

Click on the format you want to export. For example, if you want to export the Quotation Report in Excel, click “Excel”.
Wait for the system to export the file.
Click “Download” to download the file needed.
The file is successfully downloaded and it can be viewed in your desktop “File Explorer”.

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