Reporting & Charts

Charts is a functionality in Fluix Tasks designed to help you transform real-time field data into clear visual insights. With Charts, you can visualize team performance and make data-driven decisions more efficiently, all without manually analyzing spreadsheets or reports.

What Are the Key Benefits of Charts?

Charts enhance your daily operations by simplifying data interpretation and reducing time spent on manual analysis. 

Let’s dive into the core benefits your team will get with Charts in Fluix, one step closer to Field Intelligence.

Visual Insights at a Glance:
Instantly visualize filtered data in Charts from the forms your field team fills out on-site.

Identify Patterns & Trends:
Spot recurring issues, seasonal peaks, or inefficiencies hidden in raw data from the field.

Real-Time Data Sync:
Chart results (views) update automatically as new form submissions arrive in Reports, ensuring your dashboards always reflect the most current field activity.

Analyze Incidents:
Visualize issue types, frequency, and severity to prioritize corrective actions.

Effortless Sharing:
Share clear visuals instantly during meetings, reviews, or customer updates.

Use Case Example: Field Performance Visibility

Imagine your field technicians complete work reports daily. Supervisors then need to track completion rates, delays, or recurring issues across multiple sites. With Charts, supervisors can:

• Visualize how many tasks each technician completes
• Compare task completion and delays across different sites or locations
• Spot recurring issues or equipment failures

Charts provide a clear visual way to analyze inspection data by different dimensions, such as status, asset, assignee, or site, and to compare trends over time (day, week, month, quarter, or year). This allows teams to quickly understand performance.

How to Create Charts in Fluix

Charts are created from data in Dashboards.

Step 1: Define which data you would like to visualize 

1. Navigate to Fluix Tasks → Dashboard section.
2. Select the board that contains the data you want to visualize via the All Dashboards button, or create a new board.
3. Then, click Add Chart.
   
   

Step 2: Select a Chart Type

1. Column – vertical bars for comparing values across categories.
2. Bar – horizontal bars for comparing aggregated values.
3. Line – data points connected by a line to show progression.
   
   

Step 3: Configure and Add Your Chart
Each chart consists of the following configuration elements:

• Dimension – the category or grouping of your data (e.g., team name, date, site).
• Metric –  numeric field you want to measure (e.g., task count, duration, number).
• Aggregation – determines how your metric is calculated in the chart. Based on the metric you select, the following aggregation options will be available: count, sum, average, minimum, maximum, and percentage.
• Breakdown by – Allow you to split your chart data into subcategories, so you can see how different groups contribute within each part of your chart. You can choose any text-based field that isn’t already used as your Dimension.

Example: If your chart is grouped by month, adding a Breakdown By Inspector will show how each inspector’s results are distributed within every month.

Note: Breakdown By is available when your report includes at least one text-based field (other than Process Name or Form Name). If your report only contains numbers or dates, this option may not be available.

Once your chart is configured, set a Chart Title and click “Save“.

Managing Charts

By clicking on the three-dots menu, you can manage your chart and perform several actions, including:

• Delete
• Remove the chart from the Reports
• Edit
• Export as Image
  
  Exporting the chart as a PNG or JPEG file for use in presentations or documentation will be added in the upcoming release.
  
  

If you have any questions, contact our support at support@fluix.io, and we’ll be happy to help.

Reports is a new functionality in Fluix Tasks developed to help you monitor and analyze your team activity, work progress, and document flow. It empowers data-driven decision-making and achieves business excellence across operations.

What are the key benefits of Reports?

This functionality can improve your routine and reduce the monotonous manual tasks you complete daily. It is reached in specific ways below.

• Visualization:
  You can create dashboards with intuitive widgets and visual elements to gain clear insights into your processes in specific workflows.

• Reports Customization:
  Create tailored reports with specific data parameters, timeframes, view modes, and broad filter capabilities. This allows you to monitor project milestones, analyze performance trends effectively, or track task completion progress.

• Centralized Data Hub:
  Consolidate data from forms and task activity into your reports, providing a single source of truth to monitor all your processes, ensuring data integrity and consistency.

• Easy Sharing:
  Reports can be shared with team members, stakeholders, and collaborators via links, as CSV files, or by integrating with third-party tools such as Power BI or Tableau, ensuring consistency across platforms.

• Saved Configurations:
  Save report configurations with columns and filters for quick access to frequently used reports, eliminating the need to start from scratch and enabling efficient navigation to specific processes.

Use Case Example: Inspection Checklist Review

In this scenario, field technicians complete and submit inspection checklists, which are then reviewed by their supervisors.

Supervisors have two options:

• Approve and Submit the checklist and archive it in Fluix File Storage and send it to recipients via Email, or
• Return it to the engineer if any information is missing or needs correction.

Below, you can see how such a process will look in Fluix. To learn more about creating workflows in Fluix, check out this article.

How to customize data from the submitted processes in Reports?

Navigate to the Reports section and tap Create Report. Select the view type for your report: by Process or Form, and tap Continue. In the top-left corner, you will see two options; click on one of them to open the Report Builder.

• Add Form Field Data – to include specific form fields
• Add Activity Details – to track process actions

Select the workflow and Form from the dropdowns from which you would like to fetch data.

Select the fields from your Fluix form that you want to include in the report. In this example, we’ll show how to build a report for Field Inspections to analyze current trends. Choose the relevant fields from the form data, then click Add to include them in the report.

In the opened report, you will see two options that can be done with the report:

• Modify – to adjust the configuration of the report by adding or deleting specific columns;

• Actions:
  • To share the created report with other Fluix admins. Learn more about Reports ownership in this tutorial.
  • Download the report in CSV or XLS formats with the filtered data as a report to share with your team, stakeholders, or management as a file.
  • Export data via API. The full tutorial is in the How to export data from Reports to third-party platforms via API article.
  • Rename. You may adjust the name of this report to make it clearer to other admins.
  • Duplicate. You may duplicate this report first, adjust it, and select other data that you would like to check in a separate report. 
  • Delete. You may remove this report from the Fluix account.

Feel free to contact us at support@fluix.io if you have any questions about the setup.

In the Reports section, by opening your report and clicking the Modify button, you can build or edit your report tailored to your business needs and requirements. Analytics combines two sources: your forms and Fluix system data to generate detailed, customized reports.

In the Reports Builder, in the top left corner, there are two options for data that you may extract for your report:

• Add Form Field Data: Select fields from your forms assigned to the workflows to analyze the current trends and submissions from your field team.
• Add Activity Details: Add system data like the due date, current assignee, task duration, etc.

You may delete the columns no longer needed or move them by dragging them over. The number of columns you can add to the report is unlimited. The data that can be added is filtered into separate sections, such as General, which contains basic information about the tasks; Performers, which mainly contains information on who worked or is working on a task; Forms; Productivity, etc. Select the parameters you would like to add to your report to see the complete overview of the performance based on your business needs.

Please note: the first column (Process or Form) is added by default and cannot be deleted or moved.

After you select all the needed parameters on the sidebar in the Columns section, click Apply to check the modified report. The Widgets in the Report Builder will automatically pull the data according to the selected parameters.

Once you’ve customized your report, click Save to publish it. The report will appear in the Reports section and automatically update with new data each time your team submits related tasks in the Fluix app.

We have also introduced Charts, a new functionality that helps turn report data into clear visual insights. Charts are built based on Reports and allow you to visualize trends, compare performance, and better understand your data without manual analysis. Learn more about Charts in this article.

In case you have any questions or difficulties with setup, contact our support at support@fluix.io and we’ll be happy to help you.