Types of dashboards
Dashboards Components
Types of Dashboards Dashboard Components Key Dashboard Components Types of Dashboards Dashboards are essential tools that provide visual insights into various data points through different chart components. Each dashboard is composed of several charts that help users analyze performance, track metrics, and make informed decisions. There are two primary components of dashboards in FieldPro: TemplatFew readersAccount statements for a customer
Users can now generate customer statements in PDF format directly from the customers section. This feature streamlines the process of accessing essential customer information and enhances user experience by allowing quick document generation on-the-go. Activation Process Prerequisite: Before using this feature on the mobile app, it must be activated through the web application. This ensures that only authorized users can enable or disable this functionality. To activate the feature: 1Few readers
Default dashboards
Usage Monitoring Dashboard
Articles on: Dashboards To assist Admins and web users in monitoring activities effectively, we have created two dashboards. These dashboards are designed to provide detailed insights into the actions of both web and mobile users. They are located in the folder Usage Monitoring Web User Activity Report Mobile user Activity report (1-mobile user-activity-report) Web User Activity Report This report will help youFew readersGPS Tracking
GPS tracking allows for the monitoring of mobile users' locations during field activities. This feature is essential for businesses that require oversight of their employees' movements and activities in real-time or through historical data analysis. How it works Viewing and interpreting GPS Tracking Reports How it works The GPS tracking system captures the location of a mobile user every 15 minutes, even ifFew readersUser Report
User reports are essential components of dashboards that provide valuable insights into user activities and performance metrics. These reports help organizations monitor engagement, assess productivity, and make informed decisions based on data-driven insights. Below is an overview of the information included in user reports and how to effectively utilize this data. The user report provides critical information that enables managers to evaluate user performance effectively. The report includFew readers
Notifications
Automated 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 the +Few readersAutomated SMS Notifications
Introduction Setting up Automated SMS notifications SMS notification shared to the Phone Number attribute of a customer selected in the workflow Introduction Automated SMS notifications enable an organization to notify mobile users' doing several activities in the field. FieldPro integrates with SMS aggregators to be ableFew 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 Web Hooks Start workflow Is that job that starts the execution of a workflow Update AttribFew readersHTTP Request
HTTP requests are automations that integrate one system with another. This is a good feature to use if you want to integrate FieldPro with any external system, i.e., third-party ERP systems that have an API. Through the meta expression, you can reuse the request's result in another job. HTTP request is a job located in the Workflow, Job section on the web app as shown below: How to configure OnFew readers
Data Visualisation
How 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 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 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 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 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 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 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 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 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 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 readersTable 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 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 readersCreate a dashboard
What is a Dashboards? Dashboard is a visual representations of data/reports that provide a consolidated and easily understandable view of key metrics, performance indicators, and trends. They typically consist of charts, graphs, tables, and other data visualizations that present information in a clear and intuitive manner. The dashboards are located in the dashboard section on the Webapp. There are foldFew readers