Help CenterThe Update Report Page is an enhanced reporting tool in Caction that builds on the standard Report Page. While both allow users to apply filters, choose columns, and export reports, the Update Report Page uniquely includes a comment updates for internal discussions and update tracking. This makes it ideal for teams that require version control, audit trails, or collaborative analysis.
Note: Although the tutorial provided is based on the Digital Form Update Report Page, the same process and features apply to other types of Update Report Pages within the system.
Benefits:
- Comments provide ongoing history and rationale for changes or findings.
- Track updates and discussions for transparency and accountability.
- Includes timestamps and user attribution for stronger accountability
- Supports categorized comments to organize feedback effectively
Navigate to the section by clicking it.
- How to Select Digital Form Category?
- How to Use the Update Report Filter?
- How to Customize Columns?
- How to Save Favourite Filter?
- How to Export Report?
Open Update Report Page Here:
https://system.caction.com/reports/digitalform-update?code=DR01
| No | Terms | Description |
|---|---|---|
| 1 | Digital Form Category | Select from various digital form categories. |
| 2 | Filter | Use filter groups to refine your search based on specific criteria. |
| 3 | Favourite Filter | Save your current filter and column settings as a favourite for easy access and automatic application next time. |
| 4 | Default Columns | Customize which columns are displayed by default and save your preferences for future reports. |
| 5 | Export Report | Export your report in different formats for further analysis or sharing. |
Difference between Report Page and Update Report Page
| Report Page | Update Report Page |
|---|---|
| Not consist of comment section | Consist of comment section |
How to Select Digital Form Category?
Select the Digital Form category you want by clicking the expand button beside Quotation.
Click on the category you want to select. For example, if you want to have Service Sheet Update Report, click “Service Sheet”.
The Service Sheet Update Report will be shown as below.
How to Use the Update Report Filter?
For example, if you want to filter update status in Service Sheet Update Report, click on “Filter Table Record”.
Click on the group you want to filter. For example, click “# Service Sheet”.
Click on the “Filter Variable” you want. For example, click “Update Content”.
Click on the “Operator” you want. For example, click “Contains”.
| Operator | Definition |
|---|---|
| Contain | The result will show all relevant results based on the filter values. (Not consider capital letter and small letter, recommend to use it if you are not remember the exact customer name.) |
| Not Contain | The results will show all relevant results except the selected filter values. (Not consider capital letter and small letter.) |
| Equal | The results will only show exact the same based on the filter value (Consider capital letter and small letter, recommend to use it if you remember the exact customer name.) |
| Not Equal | The results will only show except the exact filter value. (Consider capital letter and small letter.) |
Click on the blank space in the text box to enter the update content you want.
For example, search for the term “Alert” and press the Enter button on your keyboard.
The result will be shown as below.
How to Customize Columns?
If you want to display different columns for the Update Report, click on “Default Columns”.
Click on the “+ Create” button.
Select the columns you wish to have from here.
Select the box to display data with assets or products/services in separate rows.
After selecting the columns you want to display, click “Save”.
The new Update Report with different columns will be shown as below.
If you wish to name the default columns, click “Column Group 2”.
Click the “pencil” icon.
Enter the name of the “Default Columns”.
Click on the “tick” icon.
The “Default Columns” has been renamed successfully.
On the next time you enter this page, click on the “Default Columns”.
Click on the “Default Columns” that you want.
The Report with chosen “Default Columns” will be shown as below.
How to Save Favourite Filter?
Ensure that the “Filter” and “Default Columns” you want is applied.
Click on the “Favourite Filter”.
Click on “+ Add”.
Enter the name of the “Favourite Filter”.
Click on the “Save” button.
The “Favourite Filter” has been saved successfully.
On the next time you enter the page, click on “Favourite Filter”.
Click the “Favourite Filter” you want to apply.
The “Favourite Filter” is applied successfully.
If you wish to set the “Favourite Filter” as “Default Favourite Filter”, click “Favourite Filter”.
Click “Default Filter” to expand it.
Click the “Favourite Filter” you want to set as default.
The “Default Favourite Filter” has been set successfully. Everytime when you enter this page, it will automatically show the “Default Favourite Filter”.
How to Export Report?
Click on the format you want to export. For example, if you want to export the Quotation Update Report in Excel, click “Excel”.
Wait for the system to export the file.
Click “Download” to download the file needed.
The file is successfully downloaded and it can be viewed in your desktop “File Explorer”.
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