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Version 1.0
Created: 5 July 2024
Updated: 5 July 2024

Report Page

The Report Page allows you to generate and customize reports across various type including job, project, asset, digital form, public form, and reminder which provide a comprehensive overview and detailed insights into your data.

*Note: The tutorial below is based on Digital Form Report Page but all of these can be applied to other Report Page.

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

    Report Page

  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.

    Report Page Introduce



Navigate to the section by clicking it.

Digital Form Category

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

    Report Page DF Category Step 1

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

    Report Page DF Category Step 2

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

    Report Page DF Category Step 3



Default Columns

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

    Report Page Default Columns Step 1

  2. Click on the “+ Create” button.

    Report Page Default Columns Step 2

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

    Report Page Default Columns Step 3

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

    Report Page Default Columns Step 4

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

    Report Page Default Columns Step 5

  6. Click “Save”.

    Report Page Default Columns Step 6

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

    Report Page Default Columns Step 7

  8. If you wish to name the default columns, click “Column Group 2”.

    Report Page Default Columns Step 8

  9. Click the “pencil” icon.

    Report Page Default Columns Step 9

  10. Enter the name of the “Default Columns”.

    Report Page Default Columns Step 10

  11. Click on the “tick” icon.

    Report Page Default Columns Step 11

  12. The “Default Columns” has been renamed successfully.

    Report Page Default Columns Step 12

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

    Report Page Default Columns Step 13

  14. Click on the “Default Columns” that you want.

    Report Page Default Columns Step 14

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

    Report Page Default Columns Step 15



Filter

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

    Report Page Filter Step 1

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

    Report Page Filter Step 2

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

    Report Page Filter Step 3

  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.)

    Report Page Filter Step 4

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

    Report Page Filter Step 5

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

    Report Page Filter Step 6

  7. The result will be shown as below.

    Report Page Filter Step 7



Favourite Filter

  1. Ensure that the “Filter” and “Default Columns” you want is applied.

    Report Page Favourite Filter Step 1

  2. Click on the “Favourite Filter”.

    Report Page Favourite Filter Step 2

  3. Click on “+ Add”.

    Report Page Favourite Filter Step 3

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

    Report Page Favourite Filter Step 4

  5. Click on the “Save” button.

    Report Page Favourite Filter Step 5

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

    Report Page Favourite Filter Step 6

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

    Report Page Favourite Filter Step 7

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

    Report Page Favourite Filter Step 8

  9. The “Favourite Filter” is applied successfully.

    Report Page Favourite Filter Step 9

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

    Report Page Favourite Filter Step 10

  11. Click “Default Filter” to expand it.

    Report Page Favourite Filter Step 11

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

    Report Page Favourite Filter Step 12

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

    Report Page Favourite Filter Step 13



Export Report

  1. Click on the format you want to export. For example, if you want to export the Quotation Report in Excel, click “Excel”.

    Report Page Export Report Step 1

  2. Wait for the system to export the file.

    Report Page Export Report Step 2

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

    Report Page Export Report Step 3

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




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