Creating a Report
Navigate to the Analytics under Field Service section.
Click on the Create Report button located in the top-right corner of the Analytics page.
A right drawer will appear with three available options:
Work Orders
Machines
Facilities
Select the type of report you wish to create, then click the Create Report button.
Renaming the Report
After creating a report, you can rename it by clicking the pencil icon next to the report name.
Type the new name and confirm the action by clicking the tick icon. To cancel the renaming, click the cross icon.
Saving or Discarding
After customising your report, click the Save Changes button at the top of the page to save your work.
If you no longer wish to keep the changes, click the Discard Changes button to remove the report.