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Filtering Reports and Data Drilldown | Makula Help Center

Filtering Reports and Data Drilldown

Learn how to use filters and drilldown tools in Makula Field Service Insights to analyse specific data points in your reports.

Written by George Newman

How do I filter a report?

Navigation: Open your Field Service workspace, then select Insights from the sidebar.

  1. Open an existing report or create a new one.

  2. Click the Filter option.

  3. Select the field you want to filter by.

  4. Choose the filter criteria (such as equals, contains, greater than, or date range).

  5. Apply the filter.

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?

  1. View a report with a chart (such as bar chart or pie chart).

  2. Click on a segment or data point in the chart.

  3. A detailed view will open showing the individual records that make up that data point.

  4. Review the records or export them for further analysis.

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

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