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Version 1.0
Created: 16 July 2024
Updated: 16 July 2024

Update Report Page

The Update Report Page allows you to generate and customize reports across various types similar to the Report Page. In addition to the comprehensive report generation and customization features, this page includes a comment section which allowing you to view and manage comments related to each report, enhancing collaboration and tracking.

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

Open Update Report Page Here: https://system.caction.com/reports/digitalform-update?code=DR01

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 Update Page Introduce



Difference between Report Page and Update Report Page

Report Page Update Report Page
Not consist of comment section Consist of comment section



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 Update Page DF Category Step 1

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

    Report Update Page DF Category Step 2

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

    Report Update Page DF Category Step 3



Filter

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

    Report Update Page Filter Step 1

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

    Report Update Page Filter Step 2

  3. Click on the “Filter Variable” you want. For example, click “Update Content”.

    Report Update 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 Update Page Filter Step 4

  5. Click on the blank space in the text box to enter the update content you want.

    Report Update Page Filter Step 5

  6. For example, search for the term “Alert” and press the Enter button on your keyboard.

    Report Update Page Filter Step 6

  7. The result will be shown as below.

    Report Update Page Filter Step 7





Default Columns

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

    Report Update Page Default Columns Step 1

  2. Click on the “+ Create” button.

    Report Update Page Default Columns Step 2

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

    Report Update Page Default Columns Step 3

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

    Report Update Page Default Columns Step 4

  5. After selecting the columns you want to display, click “Save”.

    Report Update Page Default Columns Step 5

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

    Report Update Page Default Columns Step 6

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

    Report Update Page Default Columns Step 7

  8. Click the “pencil” icon.

    Report Update Page Default Columns Step 8

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

    Report Update Page Default Columns Step 9

  10. Click on the “tick” icon.

Report Update Page Default Columns Step 10

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

    Report Update Page Default Columns Step 11

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

    Report Update Page Default Columns Step 12

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

    Report Update Page Default Columns Step 13

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

    Report Update Page Default Columns Step 14



Favourite Filter

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

    Update Report Page Favourite Filter Step 1

  2. Click on the “Favourite Filter”.

    Update Report Page Favourite Filter Step 2

  3. Click on “+ Add”.

    Update Report Page Favourite Filter Step 3

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

    Update Report Page Favourite Filter Step 4

  5. Click on the “Save” button.

    Update Report Page Favourite Filter Step 5

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

    Update Report Page Favourite Filter Step 6

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

    Update Report Page Favourite Filter Step 7

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

    Update Report Page Favourite Filter Step 8

  9. The “Favourite Filter” is applied successfully.

    Update Report Page Favourite Filter Step 9

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

    Update Report Page Favourite Filter Step 10

  11. Click “Default Filter” to expand it.

    Update Report Page Favourite Filter Step 11

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

    Update 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”.

    Update 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 Update Report in Excel, click “Excel”.

    Report Update Page Export Report Step 1

  2. Wait for the system to export the file.

    Report Update Page Export Report Step 2

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

    Report Update 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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