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Creating Advanced Reports in FieldMagic

This guide explains how to create advanced reports in FieldMagic, allowing you to generate customized reports based on job completion and other key metrics.

Steps to Create Advanced Reports

1. Access the Reporting Module

• Log in to FieldMagic.
• Navigate to the Reporting module to start creating a new report.

2. Create a New Report

• Click the option to create a new report.
• Name your report (e.g., Job Completion).

3. Select the Module

• Choose the Jobs module as the primary data source for the report.

4. Choose Fields for the Report

• Select the fields you want to include, such as:
  • Customer
  • Site Name
  • Access Notes
  • Status
  • Sub Status
  • Date Created
  • Date Completed
• Drag and drop the selected fields into the report layout.

5. Add Filters

• Narrow the data by adding filters.
  For example, to show jobs created in the last 30 days:
  • Set the filter to Created At ≥ Today – 30 Days.

6. Add Counts

• Include key metrics to track performance, such as:
  • Total Jobs Created — no filters needed.
  • Total Jobs Completed — filter by status (Invoicing or Completed).

7. Add Charts

• Visualize your data by adding charts:
  • Group one chart by Job Type.
  • Group another chart by Job Status.
• Choose the chart style (e.g., bar chart, line graph).

8. Preview the Report

• Check the layout and data accuracy.
• Ensure table data is displayed below charts for clarity.

9. Save the Report

• Save once you’re satisfied with the setup.

10. Interact with the Report

• Click charts to dynamically filter and explore data.
• Review the counts displayed at the top for quick insights.

11. Export Data

• Export report data as a CSV file.
• Ensure both main records and related details are included in the export.