The Data Explore option is a new feature that will be gradually introduced to other grids across future releases. It will allow you to retrieve all data stored against your jobsheets.
This can be found by going into Jobs>Jobsheets from here click on Explore Data.
With the full dataset loaded, there are number of actions that can be done which will be expanded on bellow.
Customise visible columns
You can select which columns are displayed on the data explore page, helping you streamline your view and focus on the data that matters most. To do this select the 'Column' button along the right side of the window, then tick all the columns you would like to be visible.
Create multiple searches and filters
You are able to set up multiple searches and filters directly from the columns. This is especially useful for filtering by date ranges, statuses, etc. Under each column there is a filter and search bar where you can input a criteria to filter the data by for example you can choose to search for a customer and a data range as seen in the screenshot below.
Reorder columns
There are two ways to reorder your columns on the data explorer, clicking and dragging any of the column will allow you to move them to a desired position.
You can also use the column menu on the right hand side to move the columns to any order you would like.
Group data by a column
You can drag a column into the header above the columns, and the entire dataset will be grouped accordingly.
For example, grouping by 'registration' will display jobsheets grouped by vehicle, while providing a sum of totals within each group. Clicking on the arrow on the left of the group will expand and display the data within the group.
Create charts
By selecting multiple rows (e.g., gross totals) and right-clicking, you can generate various charts. This feature is particularly effective when applied to grouped data.
For example if we group the data by 'Registration' we can then highlight data from one of the columns in this case the gross total rows have been selected. From here right click and select 'Chart Range' where you can select a range of different chart types for the example a bar chart has been selected.
Export data
You can export your job data directly from the Explore Data window it'll give you the option of exporting a CSV or Excel file. Filters can be used if you needed to export a particular set of data.
