๐Ÿ”ฌ
Fieldworker Documentation
FieldworkerFeature RequestsCaregiving Simplified
  • ๐Ÿ‘‹Welcome to Fieldworker
  • Overview
    • ๐Ÿ’กWhat we do
    • โœจOur Features
    • ๐ŸฅฝPlatform Overview
      • ๐Ÿง‘โ€๐Ÿคโ€๐Ÿง‘Ability Hub App
      • ๐Ÿ“ฑFieldworker Mobile App
      • ๐Ÿ› ๏ธGetting set up (Fieldworker)
        • ๐Ÿ“Sign up & First Login
        • ๐Ÿง‘Invite your team
        • โš™๏ธConfigure your flow
        • ๐Ÿ‘ฅSetup your customers
      • ๐Ÿ› ๏ธGetting set up (AbilityHub)
        • ๐Ÿ“Sign up as a patient
        • โš™๏ธSign up as a caregiver
        • ๐Ÿง‘Build your 'circle of care'
  • Product Guides
    • ๐Ÿค™Caregiving
      • ๐Ÿ‘จโ€๐Ÿ‘งMaternity Caregiving
    • ๐Ÿ“šDocument Center
    • ๐Ÿ’ผCase Management
    • โŒšTime Management
    • ๐Ÿ“ฒSupport Coordination
    • ๐ŸŽฏElectronic Visit Verification
    • ๐Ÿ’ณRevenue Cycle Management
    • ๐Ÿ”ฉCompliance & Audit
    • ๐Ÿ”ฆInsights & Reports
  • Fundamentals
    • ๐Ÿ“Concepts
      • ๐ŸขCompany
      • ๐Ÿ‘ฉEmployee
      • ๐Ÿ‘ฉโ€๐Ÿ‘งโ€๐Ÿ‘ฆCustomer
      • ๐Ÿ‘จโ€๐Ÿ‘ฉโ€๐Ÿ‘ฆContacts
      • ๐Ÿ“šProject
      • ๐ŸŒLocation
      • โฑ๏ธTask
      • ๐Ÿฅ…Checklists
      • ๐Ÿ’ฒBilling
      • ๐Ÿ’ฑRevenue Cycle
      • ๐Ÿ’ผArtifacts
      • ๐Ÿ“Case Note
      • ๐Ÿ“‹Monitoring Tool
      • ๐Ÿ“„Forms & Workflow
      • ๐Ÿ“…Schedule
      • ๐Ÿ—’๏ธNotification
      • ๐Ÿ“‹Glossary
      • ๐Ÿ“„Reports
      • ๐Ÿ‘ฅData Import
      • โ›“๏ธInformation Architecture
      • ๐Ÿ‘จโ€๐Ÿ‘ฉโ€๐Ÿ‘งโ€๐Ÿ‘งCircle of Care
      • ๐Ÿ˜ฅCaregiver burden
      • OpenFDA Medication database
      • Patient journal
      • Electronic Disability Record (EDR)
    • ๐Ÿ“–FAQ
      • Fieldworker Implementation
      • Ability Hub
      • โš™๏ธSet Up
      • ๐ŸSupport
      • ๐Ÿ›๏ธCompliance
      • Claims and Billing
      • ๐Ÿ’ฒPricing
      • ๐Ÿ’กHow To
        • Create a Monitoring Tool using Fieldworker
        • Replace my forgotten password
        • Connect clients to employees
        • View and Add Comments to a Customer
        • Manage Employee Timesheets (Draft)
        • Offload a customer
        • Download the list of customers
        • Add new clients
        • EVV checklist
        • Geocode locations
        • Schedule a New Appointment
        • Prepare and submit claims data
        • Manage Revenue Cycle in the Fieldworker platform
        • Manage travel and expenses
      • โ›“๏ธWhat has changed?
        • โ›“๏ธChanges from prior releases
    • ๐Ÿ’ปPages
      • MT
      • Notifications
      • Reports
      • Documents
      • Billing
      • Visits and Verification
      • Timesheets
      • New
      • Locate
      • Contacts
      • Customer
      • Project
      • Settings
      • Reports
      • Forms
      • Scheduler
      • Teams
      • Home Page
      • Ability Hub App
  • Audiences
    • ๐ŸŽจSupport Coordinators
    • ๐Ÿ–ฅ๏ธCare Providers
    • ๐Ÿ–ฅ๏ธDaycare & Community Centers
    • ๐Ÿ“‹Case Managers
    • Caregivers (Ability Hub)
    • Patients (Ability Hub)
  • What is new
    • ๐Ÿ› ๏ธChange Log
Powered by GitBook
On this page
  • Data Table Reports
  • Data table elements
  • Sorting
  • Row checkbox
  • Behavior
  • Pagination
  • Custom Report Formats
  • PDF Reports

Was this helpful?

  1. Fundamentals
  2. Concepts

Reports

This page explain that you would want to know about benefitting most from the Fieldworker reports

PreviousGlossaryNextData Import

Last updated 1 year ago

Was this helpful?

The Fieldworker allows compelling reporting capabilities to help you manage your business. Several dashboards provide a summary view of a critical business function. These dashboards are active i.e. allowing several user actions on the underlying data. Pre-defined reports could also be generated via the Fieldworker Reporting Module.

The Fieldworker supports two separate types of reports.

Data Table Reports

Data tables display information in a grid-like format of rows and columns. They organize information in a way thatโ€™s easy to scan so that users can look for patterns and develop insights from data.

  1. Header row

  2. Rows

  3. Pagination

  4. Row checkbox

  5. Sort button

  6. Container

Data table elements

Baseline elements

Column header names describe the type of content displayed in each column. Each row contains data related to a single entity.

Interactive elements

Data tables can include interactive elements, such as:

  • Checkboxes

  • Sorting (on columns)

  • Icons that communicate alerts

  • Pagination

Text

Column header text uses a medium-weight font to differentiate from row text. Text that is longer than the column width is truncated with an ellipsis. On hover, a tooltip shows the full name.

Long column headers are truncated with an ellipsis.

Sorting

To help users sort information, a column can display column sorting by default.

To help users sort information, columns can be displayed sorted by default.

Reversing sort order

To reverse the sort order of a column, a user taps the header name or arrow icon. Upon sorting, the arrow icon reverses direction.

Sorting with a progress indicator

A linear progress indicator is used in data tables when sorting is initiated. The progress indicator communicates to users that sorting is in process.


Row checkbox

When selecting a row checkbox, the row should display a background color.

For people who use screen magnification, the selected checkbox may appear outside of the magnified screen area. Adding a background color fill provides an additional way to indicate that a row has been selected.

Behavior

Row hover (Desktop)

When a user hovers over a row, that row displays a background color.

Column hover (Desktop)

When the user hovers over a column header:

  • A tooltip can display the full column name (if itโ€™s truncated) or a more detailed description of the column

  • If sorting is enabled, an arrow icon can appear next to the column header

Focus

When using keyboard focus, an indicator appears as users tab through interactive items (such as checkboxes).

Pagination

Pagination controls provide swift access to all pages while indicating that more pages exist. They display: Pagination is placed at the bottom of a table.

Pagination controls provide swift access to all pages while indicating that more pages exist.

Pagination controls display:

  • Number of rows per page

  • Total number of rows, including the range currently in view

  • Left and right arrows for navigating pages

Placement

Pagination is placed at the bottom of a table.

Pagination menus show a predefined list of options for the number of rows to display.

Custom Report Formats

The Fieldworker platform lets you choose columns of the report, their positioning, and width of the columns and save this format for further use.

PDF Reports

The Fieldworker reports can be designed and generated in a pre-determined format and be circulated on demand, or on a fixed schedule. These reports could be PDF reports, for now.

Pagination or : Controls that manipulate how table data is displayed should be placed directly above or below a table.

Above the header row, a filter bar shows two active filters. Pagination is shown below the bottom row.
Long column headers are truncated with an ellipsis.
Hovering over a truncated column header reveals a tooltip that displays the full text.

To indicate which column is sorted by default, place a or icon next to the column headerโ€™s name.

Sorting by the schedule column in ascending order is indicated with an upward arrow.
A table sorted in reverse: the downward arrow shows that the schedule column is sorted in descending order.
A selected row checkbox with background color fill on the entire row.
A row that displays a background color on hover.
A tooltip or a or arrow icon can be displayed when hovering over a column name.
Keyboard focus on the checkbox
25 rows per page are displayed, with a total of 100 rows.
๐Ÿ“
๐Ÿ“„
filter chips
downward
upward arrow
downward
upward
Tooltip showing full text when hovering over truncated text
Data table with 4 header items and 1 header item with truncated text
Dropdown menus are used in the pagination section of the table to allow selection of rows-per-page.