Creating Reports
Use the built-in Report Builder to generate custom insights.
| Step | Action | Description |
|---|---|---|
| 1. Select Template/Start | Choose Report Type | Select a base template (e.g., Financial Summary) or start from scratch. |
| 2. Define Metrics | Select Data Columns | Choose fields such as Work Order ID, Completion Date, Technician Name, Total Cost. |
| 3. Apply Filters | Refine Data Set | Limit data by Date Range, Technician, or status (e.g., Completed). |
| 4. Configure Visualization | Choose Chart Type | Pick visualizations like Bar or Pie charts to represent the data. |
| 5. Run and Save | Generate Report | Execute and save configuration for future use or schedule automatically. |