Data Visualisation
View, filter and download dashboards
Articles on: Dashboards View reports Filter reports Filter tables Download in PDF File Archive/Restore dashboards FieldPro reports are found on the Dashboards tab of the Web App. Once you have opened the Dashboards tab, you will see folders containing the reports.Some readersUsage Monitoring Dashboard
Articles on: Dashboards Web User Activity Report Mobile user Activity report (1-mobile user-activity-report) Two dashboards are developed to help you monitor the activity of the web user or the mobile users. They are located in the folder “Usage Monitoring” Web User Activity Report This report will help you understand the different activities performed by the web users and the dashboards viewed. The report has the followFew readersHow to create a Bar Chart
Creating a Bar Chart In this guide, we'll walk you through the process of creating a Bar Chart. This type of chart is excellent to display and compare the values of different categories or groups. Let's get started! 1. Access the Dashboard 2. Choose the Chart Type 3. Add a Chart Tag 4. Add a Chart Title 5. Add a Chart Description 6. Configure ChartFew readersHow to Create a Histogram Chart
In this guide, we'll walk you through the process of creating a Histogram. Histograms are great for visualizing the distribution of a dataset. Let's get started! Table of Contents 1. Access the Dashboard 2. Choose the Chart Type 3. Add a Chart Tag 4. Add a Chart Title 5. Add a Chart Description 6. Input Minimum and Maximum Values (6-input-minimum-Few readersCreating a Calendar Chart
In this guide, we'll guide you through the steps to create a Calendar Chart. Calendar charts are perfect for visualizing data trends on a day-to-day basis over time. Let's dive in! 1. Access the Dashboard 2. Choose the Chart Type 3. Add a Chart Tag 4. Add a Chart Title 5. Add a Chart Description 6. Configure Chart Options (1-6-configure-chaFew readersCreating your First Scorecard
After Login (on the Dashboard tab) click on the "Add Chart" button in the "Create New Dashboard" dialog, or click on the plus (+) button in the "Edit Dashboard" dialog. The setting section has 8 parts namely: 1. Access the Dashboard 2. Choose the Chart Type 3. Add a Chart Tag 4. Add a Chart Title 5. Add a Chart Description 6. Add Units (OptioFew readersHow to create a Stacked Bar Chart
Creating a Stacked bar Chart In this guide, we'll walk you through the process of creating a Stacked bar Chart. This type of chart is best used to represent and compare categorical data across multiple categories .The bar is then divided into segments, each representing a category, and the length of each segment is proportional to the value of that subcategory within the overall category. The segments are stacked on top of each other to show the composition of the category. We have two waysFew readersHow to Create a Multiple Line Chart
In this guide, we'll walk you through the steps to create a Multiple Line Chart. This type of chart is perfect for visualizing and comparing multiple data trends over time. Let's get started! 1. Access the Dashboard 2. Choose the Chart Type 3. Add a Chart Tag 4. Add a Chart Title 5. Add a Chart Description 6. Configure Chart Options (6-configure-chart-Few readersHow to create a Heatmap Chart
Creating a Heatmap Chart In this guide, we'll walk you through the process of creating a Heatmap Chart. This type of chart is best used to represent and compare categorical data across 2 categories . Let's get started! 1. Access the Dashboard 2. Choose the Chart Type 3. Add a Chart Tag 4. Add a Chart Title 5. Add a Chart Description 6. Configure CFew readersHow to Create a Line Chart
In this guide, we'll walk you through the process of creating a Line Chart. Line charts are excellent for visualizing data trends over time. Let's dive in! 1. Access the Dashboard 2. Choose the Chart Type 3. Add a Chart Tag 4. Add a Chart Title 5. Add a Chart Description 6. Configure Chart Options 7. Choose TFew readersHow to Create a Horizontal Bar Chart
In this guide, we'll walk you through the process of creating a Horizontal Bar Chart. This type of chart is excellent for comparing categories of data. Let's get started! 1. Access the Dashboard 2. Choose the Chart Type 3. Add a Chart Tag 4. Add a Chart Title 5. Add a Chart Description 6. Configure Chart Options 7. HeatmFew readersHow to create a Gauge chart
In this guide, we'll walk you through the process of creating a Gauge charts. This chart is commonly used to display metrics like progress, completion percentages, or performance indicators. Let's get started! 1. Access the Dashboard 2. Choose the Chart Type 3. Add a Chart Tag 4. Add a Chart Title 5. Add a Chart Description 6. Percentage, TarFew readersHow to create a Pie Chart
Creating a Pie Chart In this guide, we'll walk you through the process of creating a Pie Chart. This type of chart is best used to show the proportional relationships among different categories or components. Let's get started! 1. Access the Dashboard 2. Choose the Chart Type 3. Add a Chart Tag 4. Add a Chart Title 5. Add a Chart Description 6. ConfFew readersCreating a table chart
In this guide, we'll walk you through the process of creating a Table charts. This chart is commonly used to display metrics like progress, completion percentages, or performance indicators. Let's get started! 1. Access the Dashboard 2. Choose the Chart Type 3. Add a Chart Tag 4. Add a Chart Title 5. Add a Chart Description 6. Full width & DiFew readersHow to Create SQL Calculated Attributes
Creating SQL-Related Attributes for Activities and Lists This guide provides step-by-step instructions on how to create SQL-related attributes for activities and lists. These attributes are designed to automate calculations or update specific columns based on SQL queries. Table of Contents SQL-Related Attributes for Activities SQL-Related Attributes for Lists SQL-Related Attributes for ActivitiesFew readersDocumentation DB Structure
Main tables Activity naming : a + activity ID List naming : a + list ID Workflow workflowreports: id <==workflowreportid of activity table visitreports : id <==visitid of activity table Users and teams mobileusers : mobile users data webusers : web users data teams : teams data teamsmobileusers and teamswebusers : user-team assignationsFew readersHow to Create as Customer Map
After Login (on the Dashboard tab) click on the "Add Chart" button in the "Create New Dashboard" dialog, or click on the plus (+) button in the "Edit Dashboard" dialog. The setting section has 8 parts namely: 1. Access the Dashboard 2. Choose the Chart Type 3. Add a Chart Tag 4. Add a Chart Title 5. Add a Chart Description 6. Add Legend AggreFew readers
Default dashboards
GPS Tracking
How it works How to view and read the GPS tracking report The Geo tracking feature enables to follow where the mobile user is going to during their field activities. How it works Every 15 minutes, the location of the mobile user is captured, even if his data connectivity is switched off. For real-time GPS Tracking/monitoring, a user should have the internet connection switched on, otherwise, the logFew readersUser Report
This report shows the following information: User Name. User phone. The number of activities done during that period. The earliest activity during the period. The latest activity during the period. Team the user belongs to. User role. You can filter data by : Date Teams WorkflowsFew readers
Notifications
Automated In App KPI Notifications Reports
Articles on: Dashboards How to proceed Requirements to create a report generated How to set up automated notifications WebApp admins can set up reports/dashboards automated notifications to be sent to the clients at a specific time and frequency. At the moment it’s onlSome readersSMS Transactional Receipt
Articles on: Getting Started About FieldPro FieldPro is your partner in the field helping you to connect the dots in your last mile ecosystem. We leverage a web and mobile application to help you understand your field team's activity and gather more insights by registering field data (sales, retail audit, technical intervention, etc.). FieldPro <SMS aggregators FieldPro integrates with SMS aggregators to be able to send SMS to thousands of cusFew readersAutomated Email Reports
Automated email notifications/reports enables an organization to be able to monitor their mobile users' activity on the field, especially when deploying a new environment. This will aid in tracking the adoption and usage of your team(s). The automated performance emails are meant to give you an overview of the data available in the web dashboards. This feature automates the sending of emails with KPIs. How to set up In the Workflow section select Jobs Click on theFew readers
Jobs
Jobs
Jobs are automated actions that can be included in a workflows, below are the available jobs. There are 10 types of jobs: Start workflow Update Attribute Query Timer Create Notification Create Transformation Create Stream Create Script Create prediction Use prediction HTTP integration Start workflow Is that job that starts the execution of a workflow Update Attribute Query ThFew readersHTTP Request
HTTP request is an automation that integrates one system to another system. This is a good feature to use if you want to integrate FieldPro to any external system i.e. 3rd party ERP systems that has an API. Through the meta expression, you can re-use the result of the request to another job. HTTP request is a job located on the Workflow, Job section on the web app as shown below: How to configureFew readers
Table Relationships & Tags
This article shows these different relationships between tables: Table relationships and tags Relationship between the Activity table and the Customer list Relationship between the activity table and the matrix table Relationship between the matrix table and the list (3-relationship-between-the-matrix-table-and-the-lFew readersAccount statements for a customer
For mobile on-list dashboards, you can now generate a statement for the customer in PDF format from the customers section on the mobile application. However, for this feature to be available on the mobile app, it has to be activated from the web application. To activate the feature: Go to the Dashboards Summary, click on Mobile dashboards folder, thereafter place the cursor on Account statement and click on the edit icon. (https://storage.crisp.chat/users/helpdesk/website/eccae9ddfa738Few readers