Empower Field Service: Craft Custom Reports with FieldAx

Custom Reports & Dashboards

Craft reports with our Builder tool

FieldAx’s integration with Salesforce’s Report and Dashboard Builder brings advanced analytics and reporting capabilities directly to your fingertips. Gain deeper insights, track progress, and drive your field service business forward with confidence.

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FieldAx + Salesforce: Your Path to Smart Field Service Reporting

Tailored Reporting

With FieldAx’s integration with Salesforce, you gain access to a wealth of customization options. Create custom reports that align perfectly with your unique business needs and objectives.

Real-Time Insights

FieldAx’s custom reports and dashboards offer real-time visibility into critical aspects of your field service operations. Monitor key performance indicators (KPIs), track job progress, and analyze data as it happens.

Data Visualization

Visualize your data using charts, graphs, and tables. FieldAx’s integration with Salesforce allows you to transform raw data into actionable insights, making it easier to identify trends and patterns.

Effortless Dashboards

Build dynamic dashboards that provide at-a-glance information on everything from job statuses and technician performance to inventory levels and customer satisfaction.

Drag-and-Drop Functionality

Salesforce’s user-friendly interface allows you to create reports and dashboards using a simple drag-and-drop approach. No coding or technical expertise required.

Customizable Widgets

Arrange widgets and components on your dashboards according to your preferences. Customize the layout to focus on what matters most to your business.

Scheduled Reports

Automate the delivery of reports to stakeholders on a predefined schedule. Ensure that decision-makers receive up-to-date information without manual intervention.

Interactive Filters

FieldAx’s custom reports and dashboards support interactive filters, enabling users to drill down into specific data subsets and explore details with ease.

Data Integrity

Salesforce’s robust platform ensures data integrity and security, so you can trust that your reports and dashboards are based on accurate, protected information.

Strategic Decision-Making

Access to tailored reports and real-time dashboards empowers your team to make data-driven decisions that optimize field service operations, improve customer satisfaction, and boost overall efficiency

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