How do I filter a report?
Navigation: Open your Field Service workspace, then select Insights from the sidebar.
Open an existing report or create a new one.
Click the Filter option.
Select the field you want to filter by.
Choose the filter criteria (such as equals, contains, greater than, or date range).
Apply the filter.
The report will update to display only data matching your filter criteria.
Can I apply multiple filters?
Yes. You can apply multiple filters to narrow down your data further. Each filter works together to refine the results displayed in your report.
What is data drilldown?
Drilldown allows you to click on a data point in a chart to view the underlying records. This helps you understand what makes up a specific number or trend in your report.
How do I use drilldown?
View a report with a chart (such as bar chart or pie chart).
Click on a segment or data point in the chart.
A detailed view will open showing the individual records that make up that data point.
Review the records or export them for further analysis.
What filters are available?
Available filters depend on the data type you are reporting on. Common filters include:
Status: Filter by work order or asset status
Date Range: Filter by creation date, scheduled date, or due date
Assignees: Filter by assigned team members
Company: Filter by specific companies
Asset Type: Filter by asset categories
Custom Fields: Filter by any custom fields configured in Settings